Investment Advisory Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,482
| Closed | -$223K | – | 178 |
|
|
2025
Q1 | $223K | Sell |
2,482
-36
| -1% | -$3.23K | 0.07% | 153 |
|
|
2024
Q4 | $250K | Buy |
2,518
+25
| +1% | +$2.49K | 0.08% | 143 |
|
|
2024
Q3 | $283K | Buy |
2,493
+413
| +20% | +$46.9K | 0.1% | 134 |
|
|
2024
Q2 | $258K | Sell |
2,080
-13
| -0.6% | -$1.61K | 0.1% | 133 |
|
|
2024
Q1 | $276K | Buy |
2,093
+30
| +1% | +$3.96K | 0.11% | 124 |
|
|
2023
Q4 | $225K | Sell |
2,063
-276
| -12% | -$30.1K | 0.1% | 135 |
|
|
2023
Q3 | $241K | Buy |
2,339
+4
| +0.2% | +$412 | 0.13% | 116 |
|
|
2023
Q2 | $269K | Hold |
2,335
| – | – | 0.14% | 111 |
|
|
2023
Q1 | $248K | Sell |
2,335
-63
| -3% | -$6.7K | 0.14% | 118 |
|
|
2022
Q4 | $266K | Hold |
2,398
| – | – | 0.16% | 108 |
|
|
2022
Q3 | $207K | Hold |
2,398
| – | – | 0.14% | 117 |
|
|
2022
Q2 | $218K | Buy |
+2,398
| New | +$218K | 0.15% | 112 |
|