JSA
Jacobson & Schmitt Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,487
| Closed | -$247K | – | 68 |
|
|
2024
Q4 | $247K | Hold |
2,487
| – | – | 0.05% | 68 |
|
|
2024
Q3 | $282K | Sell |
2,487
-37
| -1% | -$4.2K | 0.06% | 63 |
|
|
2024
Q2 | $312K | Buy |
+2,524
| New | +$312K | 0.07% | 57 |
|
|
2024
Q1 | – | Sell |
-2,050
| Closed | -$223K | – | 64 |
|
|
2023
Q4 | $223K | Sell |
2,050
-183
| -8% | -$20K | 0.06% | 64 |
|
|
2023
Q3 | $230K | Buy |
2,233
+183
| +9% | +$18.8K | 0.07% | 60 |
|
|
2023
Q2 | $237K | Hold |
2,050
| – | – | 0.07% | 58 |
|
|
2023
Q1 | $218K | Buy |
+2,050
| New | +$218K | 0.06% | 60 |
|