Optimum Investment 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 | $376K | Sell |
4,750
-50
| -1% | -$3.96K | 0.16% | 116 |
|
|
2025
Q1 | $431K | Sell |
4,800
-350
| -7% | -$31.4K | 0.2% | 103 |
|
|
2024
Q4 | $512K | Sell |
5,150
-250
| -5% | -$24.9K | 0.23% | 90 |
|
|
2024
Q3 | $613K | Sell |
5,400
-1,000
| -16% | -$114K | 0.27% | 85 |
|
|
2024
Q2 | $792K | Hold |
6,400
| – | – | 0.36% | 62 |
|
|
2024
Q1 | $844K | Hold |
6,400
| – | – | 0.39% | 65 |
|
|
2023
Q4 | $698K | Sell |
6,400
-800
| -11% | -$87.2K | 0.35% | 67 |
|
|
2023
Q3 | $741K | Sell |
7,200
-150
| -2% | -$15.4K | 0.38% | 61 |
|
|
2023
Q2 | $848K | Buy |
7,350
+800
| +12% | +$92.3K | 0.42% | 60 |
|
|
2023
Q1 | $697K | Sell |
6,550
-272
| -4% | -$28.9K | 0.37% | 67 |
|
|
2022
Q4 | $757K | Buy |
6,822
+300
| +5% | +$33.3K | 0.41% | 63 |
|
|
2022
Q3 | $562K | Sell |
6,522
-55
| -0.8% | -$4.74K | 0.3% | 73 |
|
|
2022
Q2 | $600K | Sell |
6,577
-39
| -0.6% | -$3.56K | 0.3% | 72 |
|
|
2022
Q1 | $543K | Sell |
6,616
-104
| -2% | -$8.54K | 0.23% | 99 |
|
|
2021
Q4 | $515K | Sell |
6,720
-550
| -8% | -$42.2K | 0.2% | 113 |
|
|
2021
Q3 | $546K | Sell |
7,270
-1,786
| -20% | -$134K | 0.23% | 104 |
|
|
2021
Q2 | $704K | Sell |
9,056
-2,547
| -22% | -$198K | 0.22% | 98 |
|
|
2021
Q1 | $854K | Sell |
11,603
-786
| -6% | -$57.9K | 0.25% | 91 |
|
|
2020
Q4 | $967K | Sell |
12,389
-367
| -3% | -$28.6K | 0.29% | 77 |
|
|
2020
Q3 | $1.01M | Sell |
12,756
-845
| -6% | -$66.9K | 0.34% | 69 |
|
|
2020
Q2 | $1M | Sell |
13,601
-183
| -1% | -$13.5K | 0.35% | 64 |
|
|
2020
Q1 | $1.01M | Sell |
13,784
-679
| -5% | -$49.9K | 0.41% | 57 |
|
|
2019
Q4 | $1.26M | Sell |
14,463
-42
| -0.3% | -$3.64K | 0.37% | 66 |
|
|
2019
Q3 | $1.17M | Sell |
14,505
-278
| -2% | -$22.3K | 0.37% | 70 |
|
|
2019
Q2 | $1.18M | Sell |
14,783
-49
| -0.3% | -$3.92K | 0.38% | 63 |
|
|
2019
Q1 | $1.18M | Buy |
14,832
+584
| +4% | +$46.3K | 0.39% | 63 |
|
|
2018
Q4 | $1.04M | Sell |
14,248
-262
| -2% | -$19.1K | 0.36% | 67 |
|
|
2018
Q3 | $982K | Sell |
14,510
-970
| -6% | -$65.6K | 0.27% | 94 |
|
|
2018
Q2 | $897K | Buy |
15,480
+75
| +0.5% | +$4.35K | 0.26% | 104 |
|
|
2018
Q1 | $801K | Sell |
15,405
-1,028
| -6% | -$53.5K | 0.24% | 112 |
|
|
2017
Q4 | $882K | Buy |
16,433
+184
| +1% | +$9.88K | 0.28% | 105 |
|
|
2017
Q3 | $993K | Buy |
16,249
+576
| +4% | +$35.2K | 0.33% | 87 |
|
|
2017
Q2 | $958K | Buy |
15,673
+1,168
| +8% | +$71.4K | 0.33% | 93 |
|
|
2017
Q1 | $879K | Buy |
14,505
+524
| +4% | +$31.8K | 0.31% | 97 |
|
|
2016
Q4 | $785K | Sell |
13,981
-62
| -0.4% | -$3.48K | 0.3% | 98 |
|
|
2016
Q3 | $836K | Sell |
14,043
-446
| -3% | -$26.6K | 0.31% | 91 |
|
|
2016
Q2 | $796K | Sell |
14,489
-1,572
| -10% | -$86.4K | 0.31% | 99 |
|
|
2016
Q1 | $811K | Buy |
16,061
+4,048
| +34% | +$204K | 0.32% | 96 |
|
|
2015
Q4 | $605K | Sell |
12,013
-1,286
| -10% | -$64.8K | 0.23% | 124 |
|
|
2015
Q3 | $627K | Buy |
+13,299
| New | +$627K | 0.25% | 119 |
|
|
2015
Q1 | $737K | Sell |
13,451
-13,664
| -50% | -$749K | 0.23% | 117 |
|
|
2014
Q4 | $745K | Buy |
27,115
+12,685
| +88% | +$349K | 0.24% | 111 |
|
|
2014
Q3 | $816K | Buy |
14,430
+641
| +5% | +$36.2K | 0.27% | 104 |
|
|
2014
Q2 | $762K | Buy |
13,789
+365
| +3% | +$20.2K | 0.25% | 113 |
|
|
2014
Q1 | $727K | Buy |
13,424
+1,625
| +14% | +$88K | 0.27% | 107 |
|
|
2013
Q4 | $564K | Sell |
11,799
-3,862
| -25% | -$185K | 0.21% | 128 |
|
|
2013
Q3 | $711K | Buy |
+15,661
| New | +$711K | 0.29% | 95 |
|