Panoramic 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 | $225K | Sell |
2,843
-11
| -0.4% | -$871 | 0.14% | 108 |
|
|
2025
Q1 | $256K | Hold |
2,854
| – | – | 0.17% | 99 |
|
|
2024
Q4 | $284K | Sell |
2,854
-312
| -10% | -$31K | 0.18% | 94 |
|
|
2024
Q3 | $360K | Buy |
+3,166
| New | +$360K | 0.25% | 81 |
|
|
2024
Q1 | $534K | Sell |
4,046
-184
| -4% | -$24.3K | 0.39% | 58 |
|
|
2023
Q4 | $461K | Sell |
4,230
-1,050
| -20% | -$114K | 0.4% | 61 |
|
|
2023
Q3 | $544K | Buy |
+5,280
| New | +$544K | 0.5% | 50 |
|
|
2022
Q4 | $691K | Buy |
+6,224
| New | +$691K | 0.71% | 41 |
|