SPA
Shore Point Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
9,297
-4,675
| -33% | -$370K | 0.35% | 38 |
|
|
2025
Q1 | $1.25M | Sell |
13,972
-602
| -4% | -$54K | 0.66% | 26 |
|
|
2024
Q4 | $1.45M | Hold |
14,574
| – | – | 0.78% | 26 |
|
|
2024
Q3 | $1.66M | Sell |
14,574
-213
| -1% | -$24.2K | 0.89% | 23 |
|
|
2024
Q2 | $1.83M | Sell |
14,787
-391
| -3% | -$48.4K | 1.04% | 19 |
|
|
2024
Q1 | $2M | Buy |
15,178
+11
| +0.1% | +$1.45K | 1.14% | 18 |
|
|
2023
Q4 | $1.65M | Buy |
15,167
+76
| +0.5% | +$8.29K | 1.02% | 21 |
|
|
2023
Q3 | $1.55M | Buy |
15,091
+50
| +0.3% | +$5.15K | 1.12% | 17 |
|
|
2023
Q2 | $1.74M | Hold |
15,041
| – | – | 1.24% | 17 |
|
|
2023
Q1 | $1.6M | Buy |
+15,041
| New | +$1.6M | 1.21% | 18 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$23K | – | 136 |
|
|
2021
Q4 | $23K | Buy |
+300
| New | +$23K | 0.02% | 97 |
|