Mutual Advisors’s Merck MRK Stock Holding History

Mutual Advisors’s Portfolio MRK Stock Details MRK Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.99M	Sell	82,504 -2,533	-3%	-$215K	0.17%	120
2025 Q1	$7.04M	Sell	85,037 -310	-0.4%	-$25.6K	0.2%	97
2024 Q4	$8.59M	Sell	85,347 -1,476	-2%	-$149K	0.25%	72
2024 Q3	$9.19M	Sell	86,823 -1,745	-2%	-$185K	0.27%	66
2024 Q2	$11.3M	Buy	88,568 +422	+0.5%	+$53.9K	0.34%	49
2024 Q1	$11.6M	Buy	88,146 +2,857	+3%	+$377K	0.37%	41
2023 Q4	$9.3M	Sell	85,289 -505	-0.6%	-$55.1K	0.32%	52
2023 Q3	$8.83M	Sell	85,794 -964	-1%	-$99.2K	0.34%	48
2023 Q2	$10M	Buy	86,758 +1,977	+2%	+$228K	0.38%	40
2023 Q1	$9.02M	Sell	84,781 -238	-0.3%	-$25.3K	0.37%	41
2022 Q4	$9.43M	Sell	85,019 -385	-0.5%	-$42.7K	0.42%	35
2022 Q3	$7.36M	Buy	85,404 +8,472	+11%	+$730K	0.38%	48
2022 Q2	$7.01M	Sell	76,932 -564	-0.7%	-$51.4K	0.46%	37
2022 Q1	$6.36M	Buy	77,496 +49	+0.1%	+$4.02K	0.36%	56
2021 Q4	$5.94M	Buy	77,447 +5,566	+8%	+$427K	0.31%	66
2021 Q3	$5.4M	Buy	71,881 +6,263	+10%	+$470K	0.32%	65
2021 Q2	$5.1M	Buy	65,618 +4,314	+7%	+$335K	0.3%	74
2021 Q1	$4.73M	Buy	61,304 +3,112	+5%	+$240K	0.32%	72
2020 Q4	$4.76M	Buy	58,192 +2,483	+4%	+$203K	0.35%	58
2020 Q3	$4.62M	Buy	55,709 +8,820	+19%	+$732K	0.4%	54
2020 Q2	$3.63M	Buy	46,889 +9,991	+27%	+$773K	0.36%	62
2020 Q1	$2.84M	Sell	36,898 -2,154	-6%	-$166K	0.39%	55
2019 Q4	$3.55M	Buy	39,052 +1,230	+3%	+$112K	0.38%	54
2019 Q3	$3.18M	Sell	37,822 -5,746	-13%	-$484K	0.42%	51
2019 Q2	$3.65M	Buy	43,568 +8,262	+23%	+$693K	0.47%	39
2019 Q1	$2.94M	Sell	35,306 -442	-1%	-$36.8K	0.43%	45
2018 Q4	$2.73M	Buy	35,748 +171	+0.5%	+$13.1K	0.54%	32
2018 Q3	$2.52M	Buy	35,577 +995	+3%	+$70.6K	0.38%	54
2018 Q2	$2.1M	Buy	34,582 +3,414	+11%	+$207K	0.48%	47
2018 Q1	$1.7M	Buy	31,168 +2,636	+9%	+$144K	0.43%	47
2017 Q4	$1.61M	Buy	+28,532	New	+$1.61M	0.61%	40