St. Clair Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $463K | Hold |
5,848
| – | – | 0.12% | 65 |
|
2025
Q1 | $525K | Hold |
5,848
| – | – | 0.15% | 61 |
|
2024
Q4 | $582K | Buy |
5,848
+462
| +9% | +$46K | 0.17% | 58 |
|
2024
Q3 | $612K | Hold |
5,386
| – | – | 0.17% | 59 |
|
2024
Q2 | $667K | Hold |
5,386
| – | – | 0.21% | 52 |
|
2024
Q1 | $711K | Hold |
5,386
| – | – | 0.23% | 51 |
|
2023
Q4 | $587K | Sell |
5,386
-200
| -4% | -$21.8K | 0.2% | 58 |
|
2023
Q3 | $575K | Hold |
5,586
| – | – | 0.23% | 56 |
|
2023
Q2 | $645K | Buy |
5,586
+1,386
| +33% | +$160K | 0.25% | 50 |
|
2023
Q1 | $447K | Buy |
+4,200
| New | +$447K | 0.19% | 59 |
|