LA
Lifeworks Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.33M | Buy |
105,275
+21,937
| +26% | +$1.74M | 1.24% | 17 |
|
|
2025
Q1 | $7.48M | Buy |
83,338
+9,870
| +13% | +$886K | 1.24% | 21 |
|
|
2024
Q4 | $7.31M | Buy |
73,468
+18,775
| +34% | +$1.87M | 1.32% | 14 |
|
|
2024
Q3 | $6.21M | Buy |
54,693
+7,116
| +15% | +$808K | 1.22% | 20 |
|
|
2024
Q2 | $5.89M | Sell |
47,577
-202
| -0.4% | -$25K | 1.64% | 15 |
|
|
2024
Q1 | $6.3M | Buy |
47,779
+4,604
| +11% | +$607K | 1.76% | 11 |
|
|
2023
Q4 | $4.71M | Buy |
43,175
+2,847
| +7% | +$310K | 1.62% | 13 |
|
|
2023
Q3 | $4.15M | Buy |
40,328
+2,200
| +6% | +$226K | 1.62% | 15 |
|
|
2023
Q2 | $4.4M | Buy |
38,128
+4,180
| +12% | +$482K | 1.87% | 15 |
|
|
2023
Q1 | $3.61M | Sell |
33,948
-5,316
| -14% | -$566K | 1.71% | 12 |
|
|
2022
Q4 | $4.36M | Buy |
39,264
+451
| +1% | +$50K | 2.45% | 7 |
|
|
2022
Q3 | $3.93M | Buy |
38,813
+1,521
| +4% | +$154K | 2.23% | 9 |
|
|
2022
Q2 | $3.4M | Buy |
37,292
+608
| +2% | +$55.4K | 2.16% | 8 |
|
|
2022
Q1 | $3.01M | Buy |
36,684
+18,500
| +102% | +$1.52M | 1.99% | 9 |
|
|
2021
Q4 | $1.39M | Buy |
+18,184
| New | +$1.39M | 1.11% | 27 |
|