Regal 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 | $833K | Sell |
10,520
-1,016
| -9% | -$80.4K | 0.06% | 262 |
|
|
2025
Q1 | $1.04M | Sell |
11,536
-33
| -0.3% | -$2.96K | 0.08% | 217 |
|
|
2024
Q4 | $1.15M | Sell |
11,569
-1,306
| -10% | -$130K | 0.09% | 210 |
|
|
2024
Q3 | $1.46M | Sell |
12,875
-139
| -1% | -$15.8K | 0.1% | 206 |
|
|
2024
Q2 | $1.61M | Buy |
13,014
+113
| +0.9% | +$14K | 0.11% | 200 |
|
|
2024
Q1 | $1.7M | Sell |
12,901
-323
| -2% | -$42.6K | 0.12% | 193 |
|
|
2023
Q4 | $1.44M | Sell |
13,224
-132
| -1% | -$14.4K | 0.11% | 187 |
|
|
2023
Q3 | $1.38M | Sell |
13,356
-549
| -4% | -$56.5K | 0.12% | 180 |
|
|
2023
Q2 | $1.6M | Buy |
13,905
+937
| +7% | +$108K | 0.13% | 161 |
|
|
2023
Q1 | $1.38M | Sell |
12,968
-892
| -6% | -$94.9K | 0.12% | 169 |
|
|
2022
Q4 | $1.54M | Buy |
13,860
+631
| +5% | +$70K | 0.15% | 144 |
|
|
2022
Q3 | $1.14M | Sell |
13,229
-116
| -0.9% | -$9.99K | 0.12% | 164 |
|
|
2022
Q2 | $1.22M | Buy |
13,345
+786
| +6% | +$71.7K | 0.13% | 164 |
|
|
2022
Q1 | $1.03M | Sell |
12,559
-965
| -7% | -$79.1K | 0.09% | 211 |
|
|
2021
Q4 | $1.04M | Buy |
13,524
+579
| +4% | +$44.4K | 0.09% | 236 |
|
|
2021
Q3 | $972K | Buy |
12,945
+148
| +1% | +$11.1K | 0.09% | 239 |
|
|
2021
Q2 | $995K | Buy |
+12,797
| New | +$995K | 0.1% | 222 |
|
|
2021
Q1 | – | Sell |
-12,401
| Closed | -$968K | – | 277 |
|
|
2020
Q4 | $968K | Buy |
+12,401
| New | +$968K | 0.11% | 181 |
|
|
2020
Q3 | – | Sell |
-9,165
| Closed | -$676K | – | 168 |
|
|
2020
Q2 | $676K | Buy |
+9,165
| New | +$676K | 0.12% | 156 |
|
|
2020
Q1 | – | Sell |
-8,752
| Closed | -$759K | – | 201 |
|
|
2019
Q4 | $759K | Buy |
8,752
+568
| +7% | +$49.3K | 0.14% | 157 |
|
|
2019
Q3 | $657K | Buy |
8,184
+85
| +1% | +$6.82K | 0.13% | 164 |
|
|
2019
Q2 | $648K | Sell |
8,099
-943
| -10% | -$75.4K | 0.13% | 162 |
|
|
2019
Q1 | $718K | Sell |
9,042
-2,002
| -18% | -$159K | 0.15% | 149 |
|
|
2018
Q4 | $805K | Buy |
11,044
+2,468
| +29% | +$180K | 0.18% | 140 |
|
|
2018
Q3 | $580K | Buy |
8,576
+4,603
| +116% | +$311K | 0.12% | 173 |
|
|
2018
Q2 | $230K | Sell |
3,973
-4,390
| -52% | -$254K | 0.07% | 235 |
|
|
2018
Q1 | $435K | Buy |
8,363
+552
| +7% | +$28.7K | 0.1% | 191 |
|
|
2017
Q4 | $419K | Buy |
7,811
+1,573
| +25% | +$84.4K | 0.09% | 193 |
|
|
2017
Q3 | $381K | Buy |
6,238
+654
| +12% | +$39.9K | 0.09% | 197 |
|
|
2017
Q2 | $341K | Buy |
5,584
+205
| +4% | +$12.5K | 0.08% | 201 |
|
|
2017
Q1 | $326K | Buy |
5,379
+1,420
| +36% | +$86.1K | 0.09% | 203 |
|
|
2016
Q4 | $222K | Sell |
3,959
-1,507
| -28% | -$84.5K | 0.06% | 228 |
|
|
2016
Q3 | $326K | Sell |
5,466
-336
| -6% | -$20K | 0.09% | 195 |
|
|
2016
Q2 | $319K | Buy |
5,802
+235
| +4% | +$12.9K | 0.09% | 194 |
|
|
2016
Q1 | $281K | Sell |
5,567
-266
| -5% | -$13.4K | 0.08% | 208 |
|
|
2015
Q4 | $293K | Buy |
5,833
+1,922
| +49% | +$96.5K | 0.08% | 204 |
|
|
2015
Q3 | $184K | Buy |
3,911
+553
| +16% | +$26K | 0.05% | 245 |
|
|
2015
Q2 | $182K | Sell |
3,358
-355
| -10% | -$19.2K | 0.05% | 259 |
|
|
2015
Q1 | $204K | Buy |
3,713
+1,364
| +58% | +$74.9K | 0.05% | 253 |
|
|
2014
Q4 | $127K | Buy |
2,349
+210
| +10% | +$11.4K | 0.03% | 275 |
|
|
2014
Q3 | $121K | Sell |
2,139
-288
| -12% | -$16.3K | 0.04% | 280 |
|
|
2014
Q2 | $134K | Sell |
2,427
-210
| -8% | -$11.6K | 0.05% | 244 |
|
|
2014
Q1 | $143K | Buy |
2,637
+1,231
| +88% | +$66.8K | 0.06% | 224 |
|
|
2013
Q4 | $67K | Sell |
1,406
-2,285
| -62% | -$109K | 0.04% | 255 |
|
|
2013
Q3 | $168K | Buy |
3,691
+420
| +13% | +$19.1K | 0.1% | 179 |
|
|
2013
Q2 | $146K | Buy |
+3,271
| New | +$146K | 0.08% | 187 |
|