SIA
Schechter Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $26.1M | Sell |
291,300
-852
| -0.3% | -$76.5K | 2.15% | 10 |
|
|
2024
Q4 | $29.1M | Sell |
292,152
-2,159
| -0.7% | -$215K | 2.23% | 8 |
|
|
2024
Q3 | $33.4M | Sell |
294,311
-983
| -0.3% | -$112K | 2.46% | 4 |
|
|
2024
Q2 | $36.6M | Buy |
295,294
+253
| +0.1% | +$31.3K | 2.75% | 4 |
|
|
2024
Q1 | $38.9M | Sell |
295,041
-61
| -0% | -$8.05K | 2.91% | 4 |
|
|
2023
Q4 | $32.2M | Sell |
295,102
-1,095
| -0.4% | -$119K | 2.79% | 2 |
|
|
2023
Q3 | $30.5M | Sell |
296,197
-674
| -0.2% | -$69.4K | 2.95% | 4 |
|
|
2023
Q2 | $34.3M | Buy |
296,871
+63,036
| +27% | +$7.27M | 3.08% | 2 |
|
|
2023
Q1 | $24.9M | Sell |
233,835
-2,896
| -1% | -$308K | 2.3% | 4 |
|
|
2022
Q4 | $26.3M | Sell |
236,731
-733
| -0.3% | -$81.3K | 2.4% | 3 |
|
|
2022
Q3 | $20.5M | Buy |
237,464
+64,519
| +37% | +$5.56M | 2.02% | 4 |
|
|
2022
Q2 | $15.8M | Buy |
172,945
+1,279
| +0.7% | +$117K | 1.53% | 6 |
|
|
2022
Q1 | $14.1M | Buy |
171,666
+5,338
| +3% | +$438K | 1.31% | 7 |
|
|
2021
Q4 | $12.7M | Buy |
+166,328
| New | +$12.7M | 1.15% | 9 |
|