IA
IFG Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
6,583
+115
| +2% | +$9.1K | 0.09% | 88 |
|
|
2025
Q1 | $581K | Buy |
6,468
+61
| +1% | +$5.48K | 0.11% | 78 |
|
|
2024
Q4 | $637K | Sell |
6,407
-301
| -4% | -$29.9K | 0.13% | 73 |
|
|
2024
Q3 | $762K | Buy |
6,708
+157
| +2% | +$17.8K | 0.16% | 59 |
|
|
2024
Q2 | $811K | Hold |
6,551
| – | – | 0.19% | 53 |
|
|
2024
Q1 | $864K | Hold |
6,551
| – | – | 0.22% | 49 |
|
|
2023
Q4 | $714K | Buy |
6,551
+91
| +1% | +$9.92K | 0.21% | 54 |
|
|
2023
Q3 | $665K | Hold |
6,460
| – | – | 0.24% | 49 |
|
|
2023
Q2 | $745K | Buy |
6,460
+123
| +2% | +$14.2K | 0.26% | 44 |
|
|
2023
Q1 | $674K | Hold |
6,337
| – | – | 0.27% | 46 |
|
|
2022
Q4 | $703K | Sell |
6,337
-105
| -2% | -$11.6K | 0.31% | 43 |
|
|
2022
Q3 | $555K | Buy |
6,442
+186
| +3% | +$16K | 0.28% | 49 |
|
|
2022
Q2 | $570K | Sell |
6,256
-821
| -12% | -$74.8K | 0.29% | 50 |
|
|
2022
Q1 | $581K | Buy |
7,077
+32
| +0.5% | +$2.63K | 0.26% | 57 |
|
|
2021
Q4 | $540K | Buy |
7,045
+130
| +2% | +$9.97K | 0.23% | 64 |
|
|
2021
Q3 | $519K | Buy |
6,915
+30
| +0.4% | +$2.25K | 0.24% | 59 |
|
|
2021
Q2 | $535K | Sell |
6,885
-801
| -10% | -$62.2K | 0.25% | 53 |
|
|
2021
Q1 | $592K | Buy |
7,686
+534
| +7% | +$41.1K | 0.32% | 47 |
|
|
2020
Q4 | $585K | Sell |
7,152
-829
| -10% | -$67.8K | 0.36% | 41 |
|
|
2020
Q3 | $663K | Buy |
7,981
+36
| +0.5% | +$2.99K | 0.47% | 28 |
|
|
2020
Q2 | $614K | Hold |
7,945
| – | – | 0.49% | 27 |
|
|
2020
Q1 | $611K | Buy |
7,945
+4,711
| +146% | +$362K | 0.6% | 24 |
|
|
2019
Q4 | $294K | Buy |
3,234
+294
| +10% | +$26.7K | 0.24% | 47 |
|
|
2019
Q3 | $247K | Buy |
+2,940
| New | +$247K | 0.23% | 53 |
|