Lewis Asset Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,902
| Closed | -$350K | – | 181 |
|
|
2025
Q1 | $350K | Buy |
3,902
+833
| +27% | +$74.8K | 0.29% | 90 |
|
|
2024
Q4 | $305K | Buy |
3,069
+250
| +9% | +$24.9K | 0.23% | 97 |
|
|
2024
Q3 | $320K | Buy |
2,819
+641
| +29% | +$72.8K | 0.23% | 102 |
|
|
2024
Q2 | $270K | Buy |
2,178
+54
| +3% | +$6.68K | 0.21% | 104 |
|
|
2024
Q1 | $280K | Buy |
2,124
+103
| +5% | +$13.6K | 0.23% | 93 |
|
|
2023
Q4 | $220K | Buy |
+2,021
| New | +$220K | 0.2% | 100 |
|