IAA
Independent Advisor Alliance’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Buy |
76,974
+12,751
| +20% | +$1.01M | 0.18% | 96 |
|
|
2025
Q1 | $5.76M | Sell |
64,223
-3,124
| -5% | -$280K | 0.19% | 92 |
|
|
2024
Q4 | $6.7M | Buy |
67,347
+1,296
| +2% | +$129K | 0.09% | 216 |
|
|
2024
Q3 | $7.5M | Sell |
66,051
-2,825
| -4% | -$321K | 0.27% | 71 |
|
|
2024
Q2 | $8.53M | Buy |
68,876
+1,070
| +2% | +$132K | 0.29% | 61 |
|
|
2024
Q1 | $8.95M | Buy |
67,806
+3,534
| +5% | +$466K | 0.32% | 60 |
|
|
2023
Q4 | $7.01M | Sell |
64,272
-11,695
| -15% | -$1.27M | 0.25% | 74 |
|
|
2023
Q3 | $7.82M | Sell |
75,967
-3,711
| -5% | -$382K | 0.35% | 56 |
|
|
2023
Q2 | $9.19M | Buy |
79,678
+5,171
| +7% | +$597K | 0.41% | 51 |
|
|
2023
Q1 | $7.93M | Buy |
74,507
+856
| +1% | +$91.1K | 0.38% | 58 |
|
|
2022
Q4 | $8.17K | Buy |
73,651
+11,670
| +19% | +$1.3K | ﹤0.01% | 174 |
|
|
2022
Q3 | $5.34M | Buy |
61,981
+3,918
| +7% | +$337K | 0.31% | 76 |
|
|
2022
Q2 | $5.29M | Buy |
58,063
+3,821
| +7% | +$348K | 0.3% | 76 |
|
|
2022
Q1 | $4.45M | Buy |
54,242
+444
| +0.8% | +$36.4K | 0.21% | 94 |
|
|
2021
Q4 | $4.12M | Buy |
53,798
+536
| +1% | +$41.1K | 0.2% | 97 |
|
|
2021
Q3 | $4M | Buy |
53,262
+4,829
| +10% | +$363K | 0.22% | 95 |
|
|
2021
Q2 | $3.77M | Buy |
48,433
+9,869
| +26% | +$768K | 0.21% | 109 |
|
|
2021
Q1 | $2.97M | Sell |
38,564
-1,839
| -5% | -$142K | 0.18% | 118 |
|
|
2020
Q4 | $3.31M | Sell |
40,403
-1,064
| -3% | -$87K | 0.22% | 100 |
|
|
2020
Q3 | $3.44M | Buy |
41,467
+4,456
| +12% | +$370K | 0.26% | 89 |
|
|
2020
Q2 | $2.86M | Sell |
37,011
-6,064
| -14% | -$469K | 0.31% | 68 |
|
|
2020
Q1 | $3.31M | Buy |
43,075
+840
| +2% | +$64.6K | 0.48% | 46 |
|
|
2019
Q4 | $3.84M | Buy |
42,235
+5,249
| +14% | +$477K | 0.17% | 134 |
|
|
2019
Q3 | $3.11M | Buy |
36,986
+177
| +0.5% | +$14.9K | 0.38% | 59 |
|
|
2019
Q2 | $2.84M | Sell |
36,809
-6,719
| -15% | -$519K | 0.41% | 51 |
|
|
2019
Q1 | $3.62M | Buy |
43,528
+11,969
| +38% | +$995K | 0.51% | 47 |
|
|
2018
Q4 | $2.41M | Buy |
31,559
+6,889
| +28% | +$526K | 0.43% | 51 |
|
|
2018
Q3 | $1.75M | Buy |
24,670
+1,241
| +5% | +$87.9K | 0.31% | 74 |
|
|
2018
Q2 | $1.41M | Buy |
23,429
+299
| +1% | +$18K | 0.29% | 79 |
|
|
2018
Q1 | $1.23M | Sell |
23,130
-12,130
| -34% | -$646K | 0.27% | 86 |
|
|
2017
Q4 | $2M | Buy |
35,260
+2,404
| +7% | +$136K | 0.45% | 55 |
|
|
2017
Q3 | $2.11M | Buy |
32,856
+2,901
| +10% | +$187K | 0.58% | 43 |
|
|
2017
Q2 | $1.88M | Sell |
29,955
-2,383
| -7% | -$150K | 0.6% | 43 |
|
|
2017
Q1 | $2.06M | Buy |
32,338
+14,717
| +84% | +$936K | 0.33% | 82 |
|
|
2016
Q4 | $1.1M | Buy |
+17,621
| New | +$1.1M | 0.47% | 68 |
|