PIA
Perennial Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
4,153
-229
| -5% | -$18.1K | 0.03% | 324 |
|
|
2025
Q1 | $393K | Sell |
4,382
-168
| -4% | -$15.1K | 0.04% | 267 |
|
|
2024
Q4 | $453K | Sell |
4,550
-613
| -12% | -$61K | 0.05% | 236 |
|
|
2024
Q3 | $586K | Sell |
5,163
-1,032
| -17% | -$117K | 0.08% | 194 |
|
|
2024
Q2 | $767K | Buy |
6,195
+8
| +0.1% | +$991 | 0.11% | 155 |
|
|
2024
Q1 | $816K | Buy |
6,187
+2
| +0% | +$264 | 0.12% | 137 |
|
|
2023
Q4 | $674K | Sell |
6,185
-33
| -0.5% | -$3.6K | 0.11% | 149 |
|
|
2023
Q3 | $640K | Sell |
6,218
-68
| -1% | -$7K | 0.12% | 142 |
|
|
2023
Q2 | $725K | Sell |
6,286
-3
| -0% | -$346 | 0.13% | 134 |
|
|
2023
Q1 | $669K | Buy |
6,289
+1,310
| +26% | +$139K | 0.12% | 142 |
|
|
2022
Q4 | $553K | Buy |
4,979
+20
| +0.4% | +$2.22K | 0.22% | 93 |
|
|
2022
Q3 | $427K | Buy |
4,959
+51
| +1% | +$4.39K | 0.19% | 100 |
|
|
2022
Q2 | $445K | Sell |
4,908
-578
| -11% | -$52.4K | 0.17% | 110 |
|
|
2022
Q1 | $451K | Buy |
5,486
+29
| +0.5% | +$2.38K | 0.14% | 123 |
|
|
2021
Q4 | $421K | Buy |
5,457
+308
| +6% | +$23.8K | 0.13% | 140 |
|
|
2021
Q3 | $389K | Buy |
5,149
+160
| +3% | +$12.1K | 0.14% | 135 |
|
|
2021
Q2 | $388K | Buy |
4,989
+365
| +8% | +$28.4K | 0.14% | 126 |
|
|
2021
Q1 | $356K | Buy |
4,624
+400
| +9% | +$30.8K | 0.14% | 127 |
|
|
2020
Q4 | $346K | Sell |
4,224
-11,294
| -73% | -$925K | 0.15% | 113 |
|
|
2020
Q3 | $1.29M | Buy |
15,518
+11,043
| +247% | +$915K | 0.64% | 30 |
|
|
2020
Q2 | $346K | Buy |
4,475
+3
| +0.1% | +$232 | 0.23% | 88 |
|
|
2020
Q1 | $344K | Sell |
4,472
-48
| -1% | -$3.69K | 0.31% | 71 |
|
|
2019
Q4 | $411K | Buy |
+4,520
| New | +$411K | 0.32% | 74 |
|