MYIA
Mount Yale Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Buy |
63,592
+4,418
| +7% | +$350K | 0.39% | 44 |
|
|
2025
Q1 | $5.31M | Buy |
59,174
+11,104
| +23% | +$997K | 0.46% | 31 |
|
|
2024
Q4 | $4.78M | Sell |
48,070
-13,043
| -21% | -$1.3M | 0.39% | 44 |
|
|
2024
Q3 | $6.94M | Buy |
61,113
+39,987
| +189% | +$4.54M | 0.67% | 16 |
|
|
2024
Q2 | $2.62M | Sell |
21,126
-2,410
| -10% | -$298K | 0.21% | 102 |
|
|
2024
Q1 | $3.11M | Buy |
23,536
+485
| +2% | +$64K | 0.24% | 92 |
|
|
2023
Q4 | $2.51M | Buy |
23,051
+220
| +1% | +$24K | 0.24% | 99 |
|
|
2023
Q3 | $2.35M | Buy |
22,831
+325
| +1% | +$33.5K | 0.26% | 91 |
|
|
2023
Q2 | $2.6M | Sell |
22,506
-7,334
| -25% | -$846K | 0.28% | 85 |
|
|
2023
Q1 | $3.17M | Sell |
29,840
-2,239
| -7% | -$238K | 0.36% | 63 |
|
|
2022
Q4 | $3.56M | Sell |
32,079
-68,071
| -68% | -$7.55M | 0.4% | 66 |
|
|
2022
Q3 | $8.63M | Buy |
100,150
+1,894
| +2% | +$163K | 1.15% | 8 |
|
|
2022
Q2 | $8.96M | Buy |
98,256
+65,076
| +196% | +$5.93M | 1.13% | 8 |
|
|
2022
Q1 | $2.72M | Buy |
33,180
+5,957
| +22% | +$489K | 0.3% | 74 |
|
|
2021
Q4 | $2.09M | Sell |
27,223
-1,056
| -4% | -$80.9K | 0.22% | 110 |
|
|
2021
Q3 | $2.12M | Buy |
28,279
+7,701
| +37% | +$578K | 0.24% | 100 |
|
|
2021
Q2 | $1.6M | Sell |
20,578
-58
| -0.3% | -$4.51K | 0.19% | 116 |
|
|
2021
Q1 | $1.59M | Buy |
20,636
+875
| +4% | +$67.5K | 0.21% | 103 |
|
|
2020
Q4 | $1.62M | Sell |
19,761
-3,392
| -15% | -$277K | 0.23% | 102 |
|
|
2020
Q3 | $1.92M | Buy |
23,153
+2,823
| +14% | +$234K | 0.27% | 82 |
|
|
2020
Q2 | $1.57M | Buy |
20,330
+2,374
| +13% | +$184K | 0.28% | 86 |
|
|
2020
Q1 | $1.38M | Buy |
17,956
+3,656
| +26% | +$281K | 0.31% | 85 |
|
|
2019
Q4 | $1.22M | Sell |
14,300
-32
| -0.2% | -$2.74K | 0.21% | 108 |
|
|
2019
Q3 | $1.21M | Buy |
14,332
+545
| +4% | +$45.9K | 0.22% | 105 |
|
|
2019
Q2 | $1.16M | Buy |
13,787
+76
| +0.6% | +$6.41K | 0.21% | 105 |
|
|
2019
Q1 | $1.14M | Sell |
13,711
-328
| -2% | -$27.3K | 0.21% | 106 |
|
|
2018
Q4 | $1.08M | Sell |
14,039
-4,184
| -23% | -$321K | 0.22% | 107 |
|
|
2018
Q3 | $1.37M | Sell |
18,223
-212
| -1% | -$15.9K | 0.24% | 94 |
|
|
2018
Q2 | $1.12M | Sell |
18,435
-99
| -0.5% | -$6.01K | 0.21% | 107 |
|
|
2018
Q1 | $1.01M | Buy |
+18,534
| New | +$1.01M | 0.22% | 103 |
|