LFA
Legacy Financial Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
20,602
+12,392
| +151% | +$981K | 0.25% | 65 |
|
|
2025
Q1 | $737K | Sell |
8,210
-3,752
| -31% | -$337K | 0.12% | 142 |
|
|
2024
Q4 | $1.19M | Sell |
11,962
-6,644
| -36% | -$661K | 0.2% | 85 |
|
|
2024
Q3 | $2.11M | Sell |
18,606
-1,783
| -9% | -$202K | 0.35% | 46 |
|
|
2024
Q2 | $2.52M | Sell |
20,389
-2,442
| -11% | -$302K | 0.45% | 38 |
|
|
2024
Q1 | $3.01M | Buy |
22,831
+1,293
| +6% | +$171K | 0.54% | 32 |
|
|
2023
Q4 | $2.35M | Buy |
21,538
+665
| +3% | +$72.5K | 0.45% | 38 |
|
|
2023
Q3 | $2.15M | Buy |
20,873
+1,212
| +6% | +$125K | 0.43% | 30 |
|
|
2023
Q2 | $2.27M | Buy |
19,661
+1,442
| +8% | +$166K | 0.42% | 27 |
|
|
2023
Q1 | $1.94M | Buy |
18,219
+378
| +2% | +$40.2K | 0.4% | 26 |
|
|
2022
Q4 | $1.98M | Buy |
17,841
+1,775
| +11% | +$197K | 0.43% | 25 |
|
|
2022
Q3 | $1.38M | Buy |
16,066
+486
| +3% | +$41.9K | 0.33% | 38 |
|
|
2022
Q2 | $1.42M | Buy |
15,580
+866
| +6% | +$78.9K | 0.35% | 32 |
|
|
2022
Q1 | $1.21M | Buy |
14,714
+1,228
| +9% | +$101K | 0.27% | 38 |
|
|
2021
Q4 | $1.03M | Buy |
13,486
+984
| +8% | +$75.4K | 0.24% | 45 |
|
|
2021
Q3 | $939K | Buy |
12,502
+579
| +5% | +$43.5K | 0.23% | 42 |
|
|
2021
Q2 | $927K | Buy |
11,923
+1,001
| +9% | +$77.8K | 0.23% | 40 |
|
|
2021
Q1 | $842K | Buy |
10,922
+2,630
| +32% | +$203K | 0.23% | 41 |
|
|
2020
Q4 | $678K | Sell |
8,292
-274
| -3% | -$22.4K | 0.19% | 47 |
|
|
2020
Q3 | $711K | Buy |
+8,566
| New | +$711K | 0.22% | 41 |
|
|
2020
Q1 | – | Sell |
-4,574
| Closed | -$416K | – | 101 |
|
|
2019
Q4 | $416K | Sell |
4,574
-46
| -1% | -$4.18K | 0.13% | 73 |
|
|
2019
Q3 | $389K | Sell |
4,620
-312
| -6% | -$26.3K | 0.13% | 76 |
|
|
2019
Q2 | $414K | Buy |
4,932
+114
| +2% | +$9.57K | 0.15% | 75 |
|
|
2019
Q1 | $401K | Buy |
4,818
+38
| +0.8% | +$3.16K | 0.14% | 72 |
|
|
2018
Q4 | $365K | Buy |
4,780
+1,511
| +46% | +$115K | 0.14% | 64 |
|
|
2018
Q3 | $231K | Sell |
3,269
-248
| -7% | -$17.5K | 0.08% | 98 |
|
|
2018
Q2 | $221K | Buy |
3,517
+401
| +13% | +$25.2K | 0.08% | 95 |
|
|
2018
Q1 | $176K | Sell |
3,116
-29
| -0.9% | -$1.64K | 0.07% | 123 |
|
|
2017
Q4 | $177K | Buy |
+3,145
| New | +$177K | 0.07% | 125 |
|