SIA
Soltis Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Sell |
10,146
-27,230
| -73% | -$2.16M | 0.06% | 199 |
|
|
2025
Q1 | $3.35M | Buy |
37,376
+27,349
| +273% | +$2.45M | 0.3% | 90 |
|
|
2024
Q4 | $997K | Sell |
10,027
-5,803
| -37% | -$577K | 0.09% | 163 |
|
|
2024
Q3 | $1.8M | Sell |
15,830
-52
| -0.3% | -$5.91K | 0.18% | 125 |
|
|
2024
Q2 | $1.97M | Buy |
15,882
+125
| +0.8% | +$15.5K | 0.21% | 116 |
|
|
2024
Q1 | $2.08M | Buy |
15,757
+247
| +2% | +$32.6K | 0.23% | 115 |
|
|
2023
Q4 | $1.69M | Sell |
15,510
-105
| -0.7% | -$11.4K | 0.19% | 122 |
|
|
2023
Q3 | $1.61M | Buy |
15,615
+860
| +6% | +$88.5K | 0.21% | 116 |
|
|
2023
Q2 | $1.7M | Buy |
14,755
+5,313
| +56% | +$613K | 0.2% | 115 |
|
|
2023
Q1 | $1M | Sell |
9,442
-8
| -0.1% | -$851 | 0.13% | 131 |
|
|
2022
Q4 | $1.05M | Sell |
9,450
-33,951
| -78% | -$3.77M | 0.14% | 125 |
|
|
2022
Q3 | $3.74M | Buy |
43,401
+2,431
| +6% | +$209K | 0.56% | 42 |
|
|
2022
Q2 | $3.74M | Buy |
40,970
+2,765
| +7% | +$252K | 0.54% | 44 |
|
|
2022
Q1 | $3.14M | Buy |
38,205
+7,869
| +26% | +$646K | 0.44% | 49 |
|
|
2021
Q4 | $2.33M | Buy |
30,336
+27,066
| +828% | +$2.07M | 0.33% | 65 |
|
|
2021
Q3 | $246K | Buy |
3,270
+46
| +1% | +$3.46K | 0.04% | 214 |
|
|
2021
Q2 | $251K | Sell |
3,224
-357
| -10% | -$27.8K | 0.04% | 217 |
|
|
2021
Q1 | $276K | Sell |
3,581
-4,172
| -54% | -$322K | 0.05% | 186 |
|
|
2020
Q4 | $634K | Buy |
7,753
+4,491
| +138% | +$367K | 0.12% | 125 |
|
|
2020
Q3 | $271K | Sell |
3,262
-3,395
| -51% | -$282K | 0.06% | 173 |
|
|
2020
Q2 | $515K | Buy |
6,657
+3,700
| +125% | +$286K | 0.13% | 114 |
|
|
2020
Q1 | $228K | Buy |
2,957
+389
| +15% | +$30K | 0.07% | 146 |
|
|
2019
Q4 | $234K | Buy |
+2,568
| New | +$234K | 0.05% | 136 |
|