SAG
SageView Advisory Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
23,411
+6,060
| +35% | +$509K | 0.07% | 137 |
|
|
2025
Q1 | $1.56M | Sell |
17,351
-7,002
| -29% | -$629K | 0.07% | 153 |
|
|
2024
Q4 | $2.42M | Buy |
24,353
+4,444
| +22% | +$442K | 0.1% | 110 |
|
|
2024
Q3 | $2.26M | Sell |
19,909
-10,013
| -33% | -$1.14M | 0.11% | 105 |
|
|
2024
Q2 | $3.7M | Buy |
+29,922
| New | +$3.7M | 0.17% | 76 |
|
|
2024
Q1 | – | Sell |
-35,032
| Closed | -$4.26M | – | 696 |
|
|
2023
Q4 | $4.26M | Buy |
35,032
+16,983
| +94% | +$2.07M | 0.18% | 69 |
|
|
2023
Q3 | $1.86M | Sell |
18,049
-2,270
| -11% | -$234K | 0.11% | 117 |
|
|
2023
Q2 | $2.34M | Buy |
20,319
+900
| +5% | +$104K | 0.13% | 104 |
|
|
2023
Q1 | $2.07M | Buy |
19,419
+10,539
| +119% | +$1.12M | 0.13% | 112 |
|
|
2022
Q4 | $985K | Buy |
+8,880
| New | +$985K | 0.08% | 156 |
|