Investment Advisory Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
7,047
+23
| +0.3% | +$1.82K | 0.19% | 74 |
|
|
2025
Q1 | $630K | Buy |
7,024
+21
| +0.3% | +$1.89K | 0.23% | 67 |
|
|
2024
Q4 | $697K | Sell |
7,003
-273
| -4% | -$27.2K | 0.25% | 60 |
|
|
2024
Q3 | $826K | Buy |
7,276
+101
| +1% | +$11.5K | 0.29% | 58 |
|
|
2024
Q2 | $888K | Buy |
7,175
+619
| +9% | +$76.6K | 0.33% | 57 |
|
|
2024
Q1 | $865K | Buy |
6,556
+558
| +9% | +$73.6K | 0.32% | 59 |
|
|
2023
Q4 | $654K | Sell |
5,998
-190
| -3% | -$20.7K | 0.26% | 65 |
|
|
2023
Q3 | $637K | Sell |
6,188
-180
| -3% | -$18.5K | 0.27% | 66 |
|
|
2023
Q2 | $735K | Buy |
6,368
+1,404
| +28% | +$162K | 0.31% | 62 |
|
|
2023
Q1 | $528K | Buy |
4,964
+264
| +6% | +$28.1K | 0.26% | 67 |
|
|
2022
Q4 | $551K | Sell |
4,700
-970
| -17% | -$114K | 0.28% | 66 |
|
|
2022
Q3 | $488K | Hold |
5,670
| – | – | 0.29% | 63 |
|
|
2022
Q2 | $517K | Hold |
5,670
| – | – | 0.3% | 63 |
|
|
2022
Q1 | $465K | Sell |
5,670
-1,000
| -15% | -$82K | 0.26% | 73 |
|
|
2021
Q4 | $511K | Buy |
6,670
+3,000
| +82% | +$230K | 0.28% | 66 |
|
|
2021
Q3 | $276K | Hold |
3,670
| – | – | 0.17% | 85 |
|
|
2021
Q2 | $285K | Buy |
+3,670
| New | +$285K | 0.18% | 82 |
|
|
2020
Q4 | $300K | Hold |
3,846
| – | – | 0.21% | 75 |
|
|
2020
Q3 | $304K | Hold |
3,846
| – | – | 0.24% | 70 |
|
|
2020
Q2 | $284K | Hold |
3,846
| – | – | 0.24% | 70 |
|
|
2020
Q1 | $282K | Hold |
3,846
| – | – | 0.3% | 57 |
|
|
2019
Q4 | $334K | Buy |
+3,846
| New | +$334K | 0.3% | 53 |
|