SBIA
Sheaff Brock Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.31M | Sell |
92,619
-34,505
| -27% | -$3.1M | 0.76% | 32 |
|
|
2024
Q4 | $12.6M | Buy |
127,124
+4,390
| +4% | +$437K | 1.1% | 14 |
|
|
2024
Q3 | $13.9M | Buy |
122,734
+5,237
| +4% | +$595K | 1.22% | 12 |
|
|
2024
Q2 | $14.5M | Buy |
117,497
+16,786
| +17% | +$2.08M | 1.35% | 8 |
|
|
2024
Q1 | $13.3M | Sell |
100,711
-4,273
| -4% | -$564K | 0.84% | 13 |
|
|
2023
Q4 | $11.4M | Sell |
104,984
-36,145
| -26% | -$3.94M | 0.89% | 18 |
|
|
2023
Q3 | $14.5M | Buy |
141,129
+30,905
| +28% | +$3.18M | 1.32% | 9 |
|
|
2023
Q2 | $12.7M | Sell |
110,224
-1,333
| -1% | -$154K | 1.07% | 11 |
|
|
2023
Q1 | $11.9M | Buy |
111,557
+2,268
| +2% | +$241K | 1.09% | 13 |
|
|
2022
Q4 | $12.1M | Sell |
109,289
-3,201
| -3% | -$355K | 1.2% | 12 |
|
|
2022
Q3 | $9.69M | Sell |
112,490
-1,389
| -1% | -$120K | 1.04% | 10 |
|
|
2022
Q2 | $10.4M | Sell |
113,879
-43,091
| -27% | -$3.93M | 0.87% | 11 |
|
|
2022
Q1 | $12.9M | Buy |
156,970
+128,794
| +457% | +$10.6M | 0.9% | 12 |
|
|
2021
Q4 | $2.16M | Sell |
28,176
-1,254
| -4% | -$96.1K | 0.14% | 97 |
|
|
2021
Q3 | $2.21M | Sell |
29,430
-5,191
| -15% | -$390K | 0.16% | 89 |
|
|
2021
Q2 | $2.69M | Sell |
34,621
-38,258
| -52% | -$2.97M | 0.19% | 78 |
|
|
2021
Q1 | $5.62M | Sell |
72,879
-1,051
| -1% | -$81K | 0.44% | 44 |
|
|
2020
Q4 | $6.05M | Buy |
73,930
+37,184
| +101% | +$3.04M | 0.51% | 38 |
|
|
2020
Q3 | $3.05M | Buy |
36,746
+152
| +0.4% | +$12.6K | 0.28% | 68 |
|
|
2020
Q2 | $2.83M | Buy |
36,594
+2,257
| +7% | +$175K | 0.28% | 68 |
|
|
2020
Q1 | $2.64M | Buy |
34,337
+5,082
| +17% | +$391K | 0.35% | 58 |
|
|
2019
Q4 | $2.66M | Sell |
29,255
-1,053
| -3% | -$95.8K | 0.26% | 68 |
|
|
2019
Q3 | $2.55M | Sell |
30,308
-367
| -1% | -$30.9K | 0.28% | 66 |
|
|
2019
Q2 | $2.57M | Sell |
30,675
-192
| -0.6% | -$16.1K | 0.28% | 66 |
|
|
2019
Q1 | $2.57M | Sell |
30,867
-3,253
| -10% | -$271K | 0.31% | 70 |
|
|
2018
Q4 | $2.61M | Sell |
34,120
-811
| -2% | -$62K | 0.41% | 62 |
|
|
2018
Q3 | $2.48M | Sell |
34,931
-713
| -2% | -$50.6K | 0.23% | 72 |
|
|
2018
Q2 | $2.16M | Sell |
35,644
-523
| -1% | -$31.8K | 0.21% | 74 |
|
|
2018
Q1 | $1.97M | Sell |
36,167
-2,952
| -8% | -$161K | 0.2% | 78 |
|
|
2017
Q4 | $2.2M | Sell |
39,119
-251
| -0.6% | -$14.1K | 0.29% | 76 |
|
|
2017
Q3 | $2.52M | Sell |
39,370
-609
| -2% | -$39K | 0.33% | 68 |
|
|
2017
Q2 | $2.56M | Buy |
39,979
+451
| +1% | +$28.9K | 0.34% | 63 |
|
|
2017
Q1 | $2.51M | Sell |
39,528
-11,714
| -23% | -$744K | 0.33% | 66 |
|
|
2016
Q4 | $3.02M | Sell |
51,242
-189
| -0.4% | -$11.1K | 0.38% | 62 |
|
|
2016
Q3 | $3.21M | Sell |
51,431
-3,918
| -7% | -$245K | 0.43% | 52 |
|
|
2016
Q2 | $3.19M | Sell |
55,349
-4,956
| -8% | -$285K | 0.4% | 54 |
|
|
2016
Q1 | $3.19M | Sell |
60,305
-5,589
| -8% | -$296K | 0.39% | 54 |
|
|
2015
Q4 | $3.48M | Buy |
+65,894
| New | +$3.48M | 0.39% | 55 |
|