Lion Street Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
2,599
-870
| -25% | -$68.9K | 0.06% | 262 |
|
|
2025
Q1 | $311K | Buy |
3,469
+3
| +0.1% | +$269 | 0.1% | 201 |
|
|
2024
Q4 | $345K | Buy |
3,466
+13
| +0.4% | +$1.29K | 0.11% | 184 |
|
|
2024
Q3 | $392K | Buy |
3,453
+587
| +20% | +$66.7K | 0.14% | 166 |
|
|
2024
Q2 | $355K | Sell |
2,866
-130
| -4% | -$16.1K | 0.13% | 171 |
|
|
2024
Q1 | $327K | Hold |
2,996
| – | – | 0.13% | 167 |
|
|
2023
Q4 | $327K | Sell |
2,996
-70
| -2% | -$7.63K | 0.13% | 167 |
|
|
2023
Q3 | $316K | Buy |
3,066
+441
| +17% | +$45.4K | 0.1% | 170 |
|
|
2023
Q2 | $231K | Buy |
2,625
+98
| +4% | +$8.63K | 0.08% | 213 |
|
|
2023
Q1 | $269K | Buy |
+2,527
| New | +$269K | 0.08% | 194 |
|
|
2020
Q2 | – | Sell |
-475
| Closed | -$35K | – | 259 |
|
|
2020
Q1 | $35K | Buy |
+475
| New | +$35K | 0.19% | 66 |
|