Pinion 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 | $729K | Buy |
9,211
+587
| +7% | +$46.5K | 0.25% | 72 |
|
|
2025
Q1 | $774K | Buy |
8,624
+1,082
| +14% | +$97.1K | 0.17% | 78 |
|
|
2024
Q4 | $750K | Sell |
7,542
-840
| -10% | -$83.6K | 0.3% | 62 |
|
|
2024
Q3 | $952K | Buy |
8,382
+639
| +8% | +$72.6K | 0.4% | 50 |
|
|
2024
Q2 | $959K | Sell |
7,743
-464
| -6% | -$57.4K | 0.48% | 39 |
|
|
2024
Q1 | $1.08M | Buy |
8,207
+209
| +3% | +$27.6K | 0.56% | 36 |
|
|
2023
Q4 | $872K | Sell |
7,998
-624
| -7% | -$68K | 0.52% | 36 |
|
|
2023
Q3 | $888K | Buy |
8,622
+806
| +10% | +$83K | 0.58% | 35 |
|
|
2023
Q2 | $902K | Buy |
7,816
+227
| +3% | +$26.2K | 0.61% | 35 |
|
|
2023
Q1 | $807K | Sell |
7,589
-2,310
| -23% | -$246K | 0.76% | 25 |
|
|
2022
Q4 | $1.1M | Sell |
9,899
-2,591
| -21% | -$287K | 1.04% | 19 |
|
|
2022
Q3 | $1.08M | Buy |
12,490
+2,831
| +29% | +$244K | 0.94% | 20 |
|
|
2022
Q2 | $881K | Buy |
9,659
+1,048
| +12% | +$95.6K | 0.73% | 34 |
|
|
2022
Q1 | $706K | Buy |
8,611
+167
| +2% | +$13.7K | 0.49% | 59 |
|
|
2021
Q4 | $647K | Sell |
8,444
-1,193
| -12% | -$91.4K | 0.44% | 74 |
|
|
2021
Q3 | $724K | Buy |
9,637
+180
| +2% | +$13.5K | 0.58% | 53 |
|
|
2021
Q2 | $735K | Buy |
9,457
+306
| +3% | +$23.8K | 0.59% | 52 |
|
|
2021
Q1 | $673K | Sell |
9,151
-145
| -2% | -$10.7K | 0.62% | 49 |
|
|
2020
Q4 | $726K | Buy |
9,296
+984
| +12% | +$76.8K | 0.76% | 32 |
|
|
2020
Q3 | $613K | Hold |
8,312
| – | – | 0.93% | 36 |
|
|
2020
Q2 | $613K | Buy |
8,312
+994
| +14% | +$73.3K | 0.93% | 36 |
|
|
2020
Q1 | $537K | Buy |
7,318
+447
| +7% | +$32.8K | 1.15% | 35 |
|
|
2019
Q4 | $596K | Buy |
6,871
+776
| +13% | +$67.3K | 1.1% | 27 |
|
|
2019
Q3 | $490K | Buy |
6,095
+414
| +7% | +$33.3K | 1% | 38 |
|
|
2019
Q2 | $455K | Sell |
5,681
-26
| -0.5% | -$2.08K | 0.97% | 39 |
|
|
2019
Q1 | $453K | Buy |
5,707
+114
| +2% | +$9.05K | 0.79% | 55 |
|
|
2018
Q4 | $408K | Sell |
5,593
-47
| -0.8% | -$3.43K | 0.86% | 52 |
|
|
2018
Q3 | $382K | Sell |
5,640
-1,310
| -19% | -$88.7K | 0.73% | 63 |
|
|
2018
Q2 | $403K | Buy |
6,950
+578
| +9% | +$33.5K | 0.78% | 57 |
|
|
2018
Q1 | $331K | Buy |
+6,372
| New | +$331K | 0.71% | 69 |
|