OIA
OneDigital Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Sell |
50,121
-5,779
| -10% | -$457K | 0.04% | 278 |
|
|
2025
Q1 | $5.02M | Sell |
55,900
-4,946
| -8% | -$444K | 0.06% | 233 |
|
|
2024
Q4 | $6.05M | Sell |
60,846
-15,455
| -20% | -$1.54M | 0.07% | 208 |
|
|
2024
Q3 | $8.66M | Sell |
76,301
-1,815
| -2% | -$206K | 0.1% | 171 |
|
|
2024
Q2 | $9.67M | Buy |
78,116
+22,822
| +41% | +$2.83M | 0.12% | 147 |
|
|
2024
Q1 | $7.3M | Sell |
55,294
-3,092
| -5% | -$408K | 0.11% | 162 |
|
|
2023
Q4 | $6.37M | Sell |
58,386
-2,722
| -4% | -$297K | 0.11% | 161 |
|
|
2023
Q3 | $6.29M | Buy |
61,108
+155
| +0.3% | +$16K | 0.14% | 136 |
|
|
2023
Q2 | $7.03M | Sell |
60,953
-4,353
| -7% | -$502K | 0.16% | 118 |
|
|
2023
Q1 | $6.95M | Buy |
65,306
+13,342
| +26% | +$1.42M | 0.16% | 115 |
|
|
2022
Q4 | $5.77M | Buy |
51,964
+7,486
| +17% | +$831K | 0.17% | 118 |
|
|
2022
Q3 | $3.83M | Buy |
44,478
+6,307
| +17% | +$543K | 0.14% | 107 |
|
|
2022
Q2 | $3.48M | Buy |
38,171
+790
| +2% | +$72K | 0.15% | 98 |
|
|
2022
Q1 | $3.07M | Sell |
37,381
-1,451
| -4% | -$119K | 0.12% | 117 |
|
|
2021
Q4 | $2.98M | Buy |
38,832
+1,357
| +4% | +$104K | 0.11% | 120 |
|
|
2021
Q3 | $2.82M | Buy |
37,475
+2,002
| +6% | +$150K | 0.11% | 119 |
|
|
2021
Q2 | $2.76M | Buy |
35,473
+2,971
| +9% | +$231K | 0.11% | 120 |
|
|
2021
Q1 | $2.51M | Buy |
32,502
+2,854
| +10% | +$220K | 0.12% | 125 |
|
|
2020
Q4 | $2.44M | Buy |
29,648
+159
| +0.5% | +$13.1K | 0.13% | 117 |
|
|
2020
Q3 | $2.44M | Sell |
29,489
-674
| -2% | -$55.7K | 0.17% | 101 |
|
|
2020
Q2 | $2.34M | Sell |
30,163
-5,787
| -16% | -$448K | 0.17% | 120 |
|
|
2020
Q1 | $2.77M | Buy |
35,950
+2,425
| +7% | +$187K | 0.25% | 88 |
|
|
2019
Q4 | $3.05M | Sell |
33,525
-691
| -2% | -$62.8K | 0.24% | 95 |
|
|
2019
Q3 | $2.88M | Buy |
34,216
+925
| +3% | +$77.9K | 0.26% | 87 |
|
|
2019
Q2 | $2.79M | Buy |
33,291
+22,894
| +220% | +$1.92M | 0.22% | 75 |
|
|
2019
Q1 | $850K | Sell |
10,397
-1,320
| -11% | -$108K | 0.12% | 122 |
|
|
2018
Q4 | $895K | Buy |
11,717
+3,430
| +41% | +$262K | 0.15% | 110 |
|
|
2018
Q3 | $588K | Buy |
8,287
+1,867
| +29% | +$132K | 0.14% | 91 |
|
|
2018
Q2 | $390K | Sell |
6,420
-1,275
| -17% | -$77.5K | 0.08% | 147 |
|
|
2018
Q1 | $419K | Buy |
7,695
+506
| +7% | +$27.6K | 0.09% | 146 |
|
|
2017
Q4 | $404K | Buy |
7,189
+3,669
| +104% | +$206K | 0.05% | 151 |
|
|
2017
Q3 | $225K | Sell |
3,520
-1,426
| -29% | -$91.2K | 0.08% | 136 |
|
|
2017
Q2 | $317K | Buy |
+4,946
| New | +$317K | 0.09% | 154 |
|