IAS
IMA Advisory Services’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
21,004
+1,366
| +7% | +$109K | 0.18% | 89 |
|
|
2025
Q1 | $1.78M | Sell |
19,638
-893
| -4% | -$80.9K | 0.21% | 80 |
|
|
2024
Q4 | $2.06M | Sell |
20,531
-323
| -2% | -$32.4K | 0.25% | 77 |
|
|
2024
Q3 | $2.38M | Buy |
20,854
+25
| +0.1% | +$2.86K | 0.52% | 56 |
|
|
2024
Q2 | $2.58M | Sell |
20,829
-308
| -1% | -$38.1K | 1.14% | 28 |
|
|
2024
Q1 | $2.79M | Sell |
21,137
-5,227
| -20% | -$690K | 1.32% | 25 |
|
|
2023
Q4 | $2.87M | Sell |
26,364
-2,569
| -9% | -$280K | 1.44% | 24 |
|
|
2023
Q3 | $2.98M | Sell |
28,933
-709
| -2% | -$73K | 0.77% | 41 |
|
|
2023
Q2 | $3.42M | Sell |
29,642
-208
| -0.7% | -$24K | 0.88% | 35 |
|
|
2023
Q1 | $3.18M | Sell |
29,850
-2,286
| -7% | -$243K | 0.82% | 33 |
|
|
2022
Q4 | $3.57M | Sell |
32,136
-862
| -3% | -$95.6K | 0.94% | 20 |
|
|
2022
Q3 | $2.84M | Sell |
32,998
-637
| -2% | -$54.9K | 0.76% | 38 |
|
|
2022
Q2 | $3.07M | Sell |
33,635
-1,443
| -4% | -$132K | 0.75% | 35 |
|
|
2022
Q1 | $2.88M | Buy |
35,078
+497
| +1% | +$40.8K | 0.66% | 48 |
|
|
2021
Q4 | $2.65M | Sell |
34,581
-2,327
| -6% | -$178K | 0.59% | 57 |
|
|
2021
Q3 | $2.77M | Sell |
36,908
-34
| -0.1% | -$2.55K | 0.65% | 51 |
|
|
2021
Q2 | $2.87M | Buy |
36,942
+33
| +0.1% | +$2.57K | 0.67% | 50 |
|
|
2021
Q1 | $2.85M | Buy |
36,909
+36,699
| +17,476% | +$2.83M | 0.7% | 52 |
|
|
2020
Q4 | $17K | Buy |
210
+198
| +1,650% | +$16K | ﹤0.01% | 195 |
|
|
2020
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 283 |
|
|
2020
Q1 | – | Sell |
-71
| Closed | -$6K | – | 278 |
|
|
2019
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 244 |
|
|
2019
Q3 | $6K | Buy |
+71
| New | +$6K | ﹤0.01% | 237 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$8K | – | 298 |
|
|
2019
Q1 | $8K | Buy |
100
+25
| +33% | +$2K | ﹤0.01% | 215 |
|
|
2018
Q4 | $6K | Sell |
75
-8
| -10% | -$640 | ﹤0.01% | 238 |
|
|
2018
Q3 | $6K | Buy |
83
+8
| +11% | +$578 | ﹤0.01% | 248 |
|
|
2018
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 317 |
|