SMA
Sage Mountain Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
25,858
+257
| +1% | +$20.3K | 0.13% | 78 |
|
|
2025
Q1 | $2.3M | Sell |
25,601
-1,728
| -6% | -$155K | 0.17% | 67 |
|
|
2024
Q4 | $2.72M | Buy |
27,329
+2,002
| +8% | +$199K | 0.2% | 60 |
|
|
2024
Q3 | $2.88M | Buy |
25,327
+83
| +0.3% | +$9.43K | 0.25% | 54 |
|
|
2024
Q2 | $3.13M | Buy |
25,244
+1,567
| +7% | +$194K | 0.29% | 45 |
|
|
2024
Q1 | $3.12M | Buy |
23,677
+2,432
| +11% | +$321K | 0.32% | 45 |
|
|
2023
Q4 | $2.32M | Buy |
21,245
+528
| +3% | +$57.6K | 0.27% | 51 |
|
|
2023
Q3 | $2.13M | Buy |
20,717
+2,453
| +13% | +$253K | 0.29% | 46 |
|
|
2023
Q2 | $2.11M | Buy |
18,264
+762
| +4% | +$87.9K | 0.3% | 47 |
|
|
2023
Q1 | $1.86M | Buy |
17,502
+9,065
| +107% | +$964K | 0.3% | 43 |
|
|
2022
Q4 | $936K | Buy |
8,437
+534
| +7% | +$59.2K | 0.21% | 42 |
|
|
2022
Q3 | $681K | Sell |
7,903
-53
| -0.7% | -$4.57K | 0.18% | 49 |
|
|
2022
Q2 | $725K | Buy |
7,956
+246
| +3% | +$22.4K | 0.13% | 144 |
|
|
2022
Q1 | $633K | Buy |
7,710
+396
| +5% | +$32.5K | 0.1% | 215 |
|
|
2021
Q4 | $561K | Sell |
7,314
-1,008
| -12% | -$77.3K | 0.07% | 276 |
|
|
2021
Q3 | $625K | Buy |
8,322
+1,994
| +32% | +$150K | 0.09% | 215 |
|
|
2021
Q2 | $492K | Buy |
6,328
+86
| +1% | +$6.69K | 0.08% | 230 |
|
|
2021
Q1 | $481K | Buy |
6,242
+965
| +18% | +$74.4K | 0.1% | 165 |
|
|
2020
Q4 | $432K | Buy |
+5,277
| New | +$432K | 0.14% | 108 |
|