Lido Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Buy |
234,343
+7,495
| +3% | +$598K | 0.07% | 158 |
|
|
2025
Q1 | $20.5M | Buy |
226,848
+67,777
| +43% | +$6.12M | 0.09% | 129 |
|
|
2024
Q4 | $15.9M | Buy |
159,071
+10,655
| +7% | +$1.07M | 0.07% | 151 |
|
|
2024
Q3 | $16.9M | Buy |
148,416
+9,927
| +7% | +$1.13M | 0.08% | 118 |
|
|
2024
Q2 | $17.3M | Buy |
138,489
+5,958
| +4% | +$742K | 0.1% | 104 |
|
|
2024
Q1 | $17.6M | Sell |
132,531
-5,293
| -4% | -$702K | 0.1% | 100 |
|
|
2023
Q4 | $15.1M | Buy |
137,824
+3,533
| +3% | +$388K | 0.1% | 103 |
|
|
2023
Q3 | $13.8M | Buy |
134,291
+6,298
| +5% | +$648K | 0.11% | 104 |
|
|
2023
Q2 | $14.8M | Buy |
127,993
+6,187
| +5% | +$714K | 0.11% | 100 |
|
|
2023
Q1 | $13M | Buy |
121,806
+9,434
| +8% | +$1M | 0.13% | 92 |
|
|
2022
Q4 | $12.5M | Buy |
112,372
+31,607
| +39% | +$3.51M | 0.15% | 72 |
|
|
2022
Q3 | $6.96M | Sell |
80,765
-6,493
| -7% | -$559K | 0.09% | 111 |
|
|
2022
Q2 | $7.96M | Sell |
87,258
-65,364
| -43% | -$5.96M | 0.11% | 89 |
|
|
2022
Q1 | $12.5M | Buy |
152,622
+25,857
| +20% | +$2.12M | 0.14% | 73 |
|
|
2021
Q4 | $9.72M | Buy |
126,765
+2,420
| +2% | +$185K | 0.11% | 89 |
|
|
2021
Q3 | $9.34M | Sell |
124,345
-99,071
| -44% | -$7.44M | 0.13% | 79 |
|
|
2021
Q2 | $17.5M | Buy |
223,416
+54,423
| +32% | +$4.26M | 0.24% | 41 |
|
|
2021
Q1 | $13.1M | Buy |
168,993
+10,543
| +7% | +$820K | 0.23% | 48 |
|
|
2020
Q4 | $13.1M | Buy |
158,450
+1,117
| +0.7% | +$92.1K | 0.27% | 40 |
|
|
2020
Q3 | $13.1M | Buy |
157,333
+2,768
| +2% | +$231K | 0.34% | 33 |
|
|
2020
Q2 | $12M | Buy |
154,565
+20,027
| +15% | +$1.56M | 0.36% | 35 |
|
|
2020
Q1 | $10.4M | Sell |
134,538
-4,356
| -3% | -$338K | 0.44% | 26 |
|
|
2019
Q4 | $12.7M | Buy |
138,894
+116,308
| +515% | +$10.6M | 0.51% | 26 |
|
|
2019
Q3 | $1.91M | Sell |
22,586
-3,448
| -13% | -$292K | 0.1% | 111 |
|
|
2019
Q2 | $2.2M | Buy |
26,034
+320
| +1% | +$27K | 0.13% | 93 |
|
|
2019
Q1 | $2.15M | Buy |
25,714
+6,004
| +30% | +$502K | 0.14% | 92 |
|
|
2018
Q4 | $1.52M | Buy |
19,710
+7,963
| +68% | +$612K | 0.15% | 85 |
|
|
2018
Q3 | $839K | Buy |
11,747
+3,687
| +46% | +$263K | 0.08% | 144 |
|
|
2018
Q2 | $489K | Buy |
8,060
+411
| +5% | +$24.9K | 0.06% | 196 |
|
|
2018
Q1 | $416K | Buy |
7,649
+1,452
| +23% | +$79K | 0.06% | 205 |
|
|
2017
Q4 | $348K | Sell |
6,197
-570
| -8% | -$32K | 0.05% | 191 |
|
|
2017
Q3 | $372K | Buy |
6,767
+161
| +2% | +$8.85K | 0.06% | 169 |
|
|
2017
Q2 | $423K | Buy |
6,606
+3,474
| +111% | +$222K | 0.09% | 131 |
|
|
2017
Q1 | $200K | Buy |
+3,132
| New | +$200K | 0.06% | 213 |
|
|
2016
Q3 | – | Sell |
-4,362
| Closed | -$251K | – | 176 |
|
|
2016
Q2 | $251K | Buy |
+4,362
| New | +$251K | 0.08% | 128 |
|