JIC
Joel Isaacson & Co’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
28,664
-784
| -3% | -$62.1K | 0.09% | 101 |
|
|
2025
Q1 | $2.64M | Buy |
29,448
+1,689
| +6% | +$152K | 0.12% | 84 |
|
|
2024
Q4 | $2.76M | Buy |
27,759
+372
| +1% | +$37K | 0.12% | 77 |
|
|
2024
Q3 | $3.11M | Buy |
27,387
+383
| +1% | +$43.5K | 0.15% | 67 |
|
|
2024
Q2 | $3.34M | Buy |
27,004
+2,207
| +9% | +$273K | 0.18% | 56 |
|
|
2024
Q1 | $3.27M | Buy |
24,797
+2,966
| +14% | +$391K | 0.18% | 55 |
|
|
2023
Q4 | $2.38M | Sell |
21,831
-142
| -0.6% | -$15.5K | 0.15% | 66 |
|
|
2023
Q3 | $2.26M | Buy |
21,973
+683
| +3% | +$70.3K | 0.15% | 64 |
|
|
2023
Q2 | $2.46M | Buy |
21,290
+844
| +4% | +$97.4K | 0.16% | 58 |
|
|
2023
Q1 | $2.18M | Sell |
20,446
-247
| -1% | -$26.3K | 0.16% | 66 |
|
|
2022
Q4 | $2.3M | Buy |
20,693
+1,720
| +9% | +$191K | 0.18% | 63 |
|
|
2022
Q3 | $1.63M | Buy |
18,973
+1,150
| +6% | +$99K | 0.14% | 69 |
|
|
2022
Q2 | $1.63M | Buy |
17,823
+893
| +5% | +$81.4K | 0.14% | 73 |
|
|
2022
Q1 | $1.46M | Buy |
16,930
+24
| +0.1% | +$2.07K | 0.11% | 85 |
|
|
2021
Q4 | $1.3M | Sell |
16,906
-218
| -1% | -$16.7K | 0.09% | 99 |
|
|
2021
Q3 | $1.29M | Sell |
17,124
-48
| -0.3% | -$3.61K | 0.1% | 94 |
|
|
2021
Q2 | $1.34M | Sell |
17,172
-952
| -5% | -$74K | 0.1% | 85 |
|
|
2021
Q1 | $1.4M | Sell |
18,124
-132
| -0.7% | -$10.2K | 0.12% | 77 |
|
|
2020
Q4 | $1.49M | Sell |
18,256
-20
| -0.1% | -$1.64K | 0.15% | 70 |
|
|
2020
Q3 | $1.52M | Buy |
18,276
+26
| +0.1% | +$2.16K | 0.2% | 56 |
|
|
2020
Q2 | $1.41M | Buy |
18,250
+334
| +2% | +$25.8K | 0.2% | 55 |
|
|
2020
Q1 | $1.38M | Buy |
17,916
+692
| +4% | +$53.2K | 0.24% | 48 |
|
|
2019
Q4 | $1.57M | Sell |
17,224
-330
| -2% | -$30K | 0.21% | 49 |
|
|
2019
Q3 | $1.48M | Sell |
17,554
-5,823
| -25% | -$490K | 0.21% | 48 |
|
|
2019
Q2 | $1.96M | Sell |
23,377
-11,956
| -34% | -$1M | 0.29% | 40 |
|
|
2019
Q1 | $2.94M | Sell |
35,333
-854
| -2% | -$71K | 0.43% | 32 |
|
|
2018
Q4 | $2.71M | Buy |
36,187
+18,638
| +106% | +$1.4M | 0.43% | 31 |
|
|
2018
Q3 | $1.25M | Buy |
17,549
+5
| +0% | +$355 | 0.2% | 52 |
|
|
2018
Q2 | $1.07M | Buy |
17,544
+1,187
| +7% | +$72.1K | 0.18% | 57 |
|
|
2018
Q1 | $891K | Sell |
16,357
-697
| -4% | -$38K | 0.16% | 70 |
|
|
2017
Q4 | $960K | Sell |
17,054
-656
| -4% | -$36.9K | 0.17% | 65 |
|
|
2017
Q3 | $1.13M | Buy |
17,710
+1,100
| +7% | +$70.4K | 0.21% | 54 |
|
|
2017
Q2 | $1.07M | Sell |
16,610
-202
| -1% | -$13K | 0.2% | 54 |
|
|
2017
Q1 | $1.07M | Buy |
16,812
+209
| +1% | +$13.3K | 0.21% | 53 |
|
|
2016
Q4 | $977K | Buy |
16,603
+1,654
| +11% | +$97.3K | 0.2% | 53 |
|
|
2016
Q3 | $933K | Buy |
14,949
+397
| +3% | +$24.8K | 0.19% | 51 |
|
|
2016
Q2 | $838K | Sell |
14,552
-2,307
| -14% | -$133K | 0.18% | 55 |
|
|
2016
Q1 | $892K | Sell |
16,859
-479
| -3% | -$25.3K | 0.2% | 52 |
|
|
2015
Q4 | $916K | Sell |
17,338
-707
| -4% | -$37.4K | 0.23% | 51 |
|
|
2015
Q3 | $891K | Buy |
18,045
+701
| +4% | +$34.6K | 0.24% | 49 |
|
|
2015
Q2 | $987K | Buy |
17,344
+2,020
| +13% | +$115K | 0.25% | 45 |
|
|
2015
Q1 | $881K | Buy |
15,324
+690
| +5% | +$39.7K | 0.22% | 54 |
|
|
2014
Q4 | $831K | Sell |
14,634
-76
| -0.5% | -$4.32K | 0.22% | 57 |
|
|
2014
Q3 | $872K | Buy |
14,710
+178
| +1% | +$10.6K | 0.27% | 48 |
|
|
2014
Q2 | $841K | Buy |
14,532
+1,862
| +15% | +$108K | 0.26% | 50 |
|
|
2014
Q1 | $719K | Sell |
12,670
-744
| -6% | -$42.2K | 0.24% | 53 |
|
|
2013
Q4 | $671K | Buy |
13,414
+500
| +4% | +$25K | 0.24% | 51 |
|
|
2013
Q3 | $615K | Buy |
12,914
+5,125
| +66% | +$244K | 0.25% | 50 |
|
|
2013
Q2 | $362K | Buy |
+7,789
| New | +$362K | 0.17% | 59 |
|