Powell 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 | $329K | Hold |
4,109
| – | – | 0.12% | 101 |
|
|
2025
Q1 | $372K | Hold |
4,109
| – | – | 0.18% | 72 |
|
|
2024
Q4 | $412K | Hold |
4,109
| – | – | 0.19% | 77 |
|
|
2024
Q3 | $470K | Buy |
4,109
+63
| +2% | +$7.2K | 0.22% | 66 |
|
|
2024
Q2 | $504K | Buy |
4,046
+96
| +2% | +$12K | 0.26% | 59 |
|
|
2024
Q1 | $524K | Hold |
3,950
| – | – | 0.28% | 57 |
|
|
2023
Q4 | $434K | Hold |
3,950
| – | – | 0.24% | 67 |
|
|
2023
Q3 | $410K | Hold |
3,950
| – | – | 0.25% | 67 |
|
|
2023
Q2 | $459K | Hold |
3,950
| – | – | 0.27% | 64 |
|
|
2023
Q1 | $423K | Sell |
3,950
-96
| -2% | -$10.3K | 0.24% | 70 |
|
|
2022
Q4 | $452K | Buy |
4,046
+96
| +2% | +$10.7K | 0.26% | 63 |
|
|
2022
Q3 | $343K | Hold |
3,950
| – | – | 0.23% | 77 |
|
|
2022
Q2 | $363K | Hold |
3,950
| – | – | 0.22% | 68 |
|
|
2022
Q1 | $327K | Hold |
3,950
| – | – | 0.19% | 72 |
|
|
2021
Q4 | $305K | Hold |
3,950
| – | – | 0.17% | 75 |
|
|
2021
Q3 | $299K | Hold |
3,950
| – | – | 0.18% | 75 |
|
|
2021
Q2 | $310K | Sell |
3,950
-190
| -5% | -$14.9K | 0.19% | 73 |
|
|
2021
Q1 | $307K | Hold |
4,140
| – | – | 0.2% | 68 |
|
|
2020
Q4 | $326K | Hold |
4,140
| – | – | 0.25% | 58 |
|
|
2020
Q3 | $330K | Hold |
4,140
| – | – | 0.28% | 52 |
|
|
2020
Q2 | $308K | Hold |
4,140
| – | – | 0.3% | 59 |
|
|
2020
Q1 | $306K | Hold |
4,140
| – | – | 0.37% | 54 |
|
|
2019
Q4 | $362K | Buy |
+4,140
| New | +$362K | 0.38% | 58 |
|