SIA
Schear Investment Advisers’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,023
| Closed | -$720K | – | 88 |
|
|
2025
Q1 | $720K | Sell |
8,023
-246
| -3% | -$22.1K | 0.41% | 65 |
|
|
2024
Q4 | $823K | Sell |
8,269
-2,313
| -22% | -$230K | 0.44% | 63 |
|
|
2024
Q3 | $1.2M | Buy |
10,582
+1,565
| +17% | +$178K | 0.74% | 48 |
|
|
2024
Q2 | $1.12M | Buy |
9,017
+2,377
| +36% | +$294K | 0.81% | 41 |
|
|
2024
Q1 | $876K | Buy |
6,640
+3,407
| +105% | +$450K | 0.7% | 53 |
|
|
2023
Q4 | $352K | Buy |
3,233
+445
| +16% | +$48.5K | 0.34% | 67 |
|
|
2023
Q3 | $287K | Hold |
2,788
| – | – | 0.31% | 71 |
|
|
2023
Q2 | $322K | Buy |
2,788
+413
| +17% | +$47.7K | 0.34% | 72 |
|
|
2023
Q1 | $253K | Hold |
2,375
| – | – | 0.3% | 78 |
|
|
2022
Q4 | $264K | Buy |
+2,375
| New | +$264K | 0.33% | 84 |
|