LIA
LBMC Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Hold |
8,786
| – | – | 0.05% | 106 |
|
|
2025
Q1 | $789K | Hold |
8,786
| – | – | 0.06% | 92 |
|
|
2024
Q4 | $874K | Sell |
8,786
-100
| -1% | -$9.95K | 0.07% | 83 |
|
|
2024
Q3 | $1.01M | Hold |
8,886
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $1.1M | Hold |
8,886
| – | – | 0.1% | 69 |
|
|
2024
Q1 | $1.17M | Sell |
8,886
-120
| -1% | -$15.8K | 0.1% | 68 |
|
|
2023
Q4 | $982K | Buy |
9,006
+180
| +2% | +$19.6K | 0.09% | 60 |
|
|
2023
Q3 | $898K | Buy |
8,826
+75
| +0.9% | +$7.63K | 0.1% | 61 |
|
|
2023
Q2 | $1.01M | Hold |
8,751
| – | – | 0.1% | 58 |
|
|
2023
Q1 | $931K | Hold |
8,751
| – | – | 0.09% | 62 |
|
|
2022
Q4 | $971K | Sell |
8,751
-132
| -1% | -$14.6K | 0.1% | 58 |
|
|
2022
Q3 | $765K | Sell |
8,883
-104
| -1% | -$8.96K | 0.09% | 60 |
|
|
2022
Q2 | $819K | Sell |
8,987
-12
| -0.1% | -$1.09K | 0.09% | 57 |
|
|
2022
Q1 | $738K | Sell |
8,999
-80
| -0.9% | -$6.56K | 0.07% | 72 |
|
|
2021
Q4 | $696K | Buy |
9,079
+6,815
| +301% | +$522K | 0.06% | 78 |
|
|
2021
Q3 | $682 | Sell |
2,264
-6,815
| -75% | -$2.05K | 0.06% | 77 |
|
|
2021
Q2 | $706K | Buy |
9,079
+3,800
| +72% | +$295K | 0.07% | 74 |
|
|
2021
Q1 | $407K | Hold |
5,279
| – | – | 0.04% | 89 |
|
|
2020
Q4 | $432K | Sell |
5,279
-300
| -5% | -$24.6K | 0.05% | 79 |
|
|
2020
Q3 | $463K | Hold |
5,579
| – | – | 0.06% | 69 |
|
|
2020
Q2 | $431K | Hold |
5,579
| – | – | 0.07% | 64 |
|
|
2020
Q1 | $429K | Buy |
5,579
+100
| +2% | +$7.69K | 0.08% | 57 |
|
|
2019
Q4 | $498K | Sell |
5,479
-70
| -1% | -$6.36K | 0.07% | 56 |
|
|
2019
Q3 | $467K | Hold |
5,549
| – | – | 0.07% | 55 |
|
|
2019
Q2 | $465K | Buy |
5,549
+242
| +5% | +$20.3K | 0.07% | 58 |
|
|
2019
Q1 | $441K | Sell |
5,307
-117
| -2% | -$9.72K | 0.07% | 56 |
|
|
2018
Q4 | $414K | Buy |
5,424
+117
| +2% | +$8.93K | 0.08% | 58 |
|
|
2018
Q3 | $376K | Sell |
5,307
-8
| -0.2% | -$567 | 0.06% | 70 |
|
|
2018
Q2 | $323K | Buy |
5,315
+8
| +0.2% | +$486 | 0.05% | 76 |
|
|
2018
Q1 | $289K | Sell |
5,307
-369
| -7% | -$20.1K | 0.05% | 70 |
|
|
2017
Q4 | $319K | Buy |
5,676
+1,410
| +33% | +$79.2K | 0.05% | 67 |
|
|
2017
Q3 | $273K | Buy |
4,266
+559
| +15% | +$35.8K | 0.05% | 67 |
|
|
2017
Q2 | $238K | Hold |
3,707
| – | – | 0.04% | 69 |
|
|
2017
Q1 | $236K | Hold |
3,707
| – | – | 0.04% | 71 |
|
|
2016
Q4 | $218K | Sell |
3,707
-23
| -0.6% | -$1.35K | 0.04% | 70 |
|
|
2016
Q3 | $233K | Buy |
3,730
+23
| +0.6% | +$1.44K | 0.04% | 69 |
|
|
2016
Q2 | $214K | Buy |
+3,707
| New | +$214K | 0.04% | 65 |
|