Pin Oak 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 | $464K | Buy |
5,171
+1,506
| +41% | +$135K | 0.39% | 53 |
|
|
2025
Q1 | $461K | Buy |
3,665
+1
| +0% | +$126 | 0.35% | 57 |
|
|
2024
Q4 | $416K | Hold |
3,664
| – | – | 0.38% | 49 |
|
|
2024
Q3 | $416K | Sell |
3,664
-101
| -3% | -$11.5K | 0.38% | 49 |
|
|
2024
Q2 | $466K | Sell |
3,765
-35
| -0.9% | -$4.33K | 0.45% | 43 |
|
|
2024
Q1 | $501K | Sell |
3,800
-80
| -2% | -$10.5K | 0.48% | 45 |
|
|
2023
Q4 | $426K | Buy |
3,880
+174
| +5% | +$19.1K | 0.43% | 46 |
|
|
2023
Q3 | $384K | Sell |
3,706
-122
| -3% | -$12.6K | 0.43% | 45 |
|
|
2023
Q2 | $445K | Buy |
3,828
+770
| +25% | +$89.5K | 0.49% | 37 |
|
|
2023
Q1 | $325K | Buy |
3,058
+554
| +22% | +$58.9K | 0.4% | 45 |
|
|
2022
Q4 | $278K | Sell |
2,504
-100
| -4% | -$11.1K | 0.34% | 52 |
|
|
2022
Q3 | $224K | Buy |
2,604
+234
| +10% | +$20.1K | 0.28% | 60 |
|
|
2022
Q2 | $216K | Sell |
2,370
-1
| -0% | -$91 | 0.26% | 67 |
|
|
2022
Q1 | $195K | Hold |
2,371
| – | – | 0.21% | 77 |
|
|
2021
Q4 | $182K | Hold |
2,371
| – | – | 0.18% | 82 |
|
|
2021
Q3 | $178K | Hold |
2,371
| – | – | 0.2% | 77 |
|
|
2021
Q2 | $184K | Sell |
2,371
-114
| -5% | -$8.85K | 0.19% | 81 |
|
|
2021
Q1 | $183K | Hold |
2,485
| – | – | 0.16% | 99 |
|
|
2020
Q4 | $194K | Hold |
2,485
| – | – | 0.16% | 101 |
|
|
2020
Q3 | $197K | Hold |
2,485
| – | – | 0.19% | 93 |
|
|
2020
Q2 | $183K | Hold |
2,485
| – | – | 0.17% | 106 |
|
|
2020
Q1 | $182K | Sell |
2,485
-251
| -9% | -$18.4K | 0.19% | 101 |
|
|
2019
Q4 | $237K | Sell |
2,736
-524
| -16% | -$45.4K | 0.19% | 87 |
|
|
2019
Q3 | $262K | Hold |
3,260
| – | – | 0.21% | 88 |
|
|
2019
Q2 | $261K | Buy |
3,260
+251
| +8% | +$20.1K | 0.2% | 93 |
|
|
2019
Q1 | $239K | Hold |
3,009
| – | – | 0.19% | 96 |
|
|
2018
Q4 | $219K | Sell |
3,009
-88
| -3% | -$6.41K | 0.19% | 94 |
|
|
2018
Q3 | $210K | Sell |
3,097
-419
| -12% | -$28.4K | 0.16% | 110 |
|
|
2018
Q2 | $204K | Sell |
3,516
-292
| -8% | -$16.9K | 0.15% | 110 |
|
|
2018
Q1 | $198K | Sell |
3,808
-887
| -19% | -$46.1K | 0.16% | 106 |
|
|
2017
Q4 | $252K | Buy |
+4,695
| New | +$252K | 0.19% | 95 |
|