Strategic Investment 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 | – | Sell |
-4,119
| Closed | -$370K | – | 242 |
|
|
2025
Q1 | $370K | Sell |
4,119
-4,401
| -52% | -$395K | 0.04% | 193 |
|
|
2024
Q4 | $848K | Sell |
8,520
-1,545
| -15% | -$154K | 0.09% | 126 |
|
|
2024
Q3 | $1.14M | Sell |
10,065
-347
| -3% | -$39.4K | 0.13% | 104 |
|
|
2024
Q2 | $1.29M | Sell |
10,412
-31
| -0.3% | -$3.84K | 0.16% | 87 |
|
|
2024
Q1 | $1.38M | Buy |
10,443
+109
| +1% | +$14.4K | 0.18% | 83 |
|
|
2023
Q4 | $1.13M | Sell |
10,334
-1,529
| -13% | -$167K | 0.16% | 86 |
|
|
2023
Q3 | $1.22M | Buy |
11,863
+209
| +2% | +$21.5K | 0.2% | 74 |
|
|
2023
Q2 | $1.34M | Buy |
11,654
+2,492
| +27% | +$288K | 0.19% | 54 |
|
|
2023
Q1 | $975K | Sell |
9,162
-2,985
| -25% | -$318K | 0.18% | 81 |
|
|
2022
Q4 | $1.35M | Buy |
12,147
+3
| +0% | +$333 | 0.28% | 63 |
|
|
2022
Q3 | $1.05M | Buy |
12,144
+399
| +3% | +$34.4K | 0.24% | 73 |
|
|
2022
Q2 | $1.07M | Sell |
11,745
-1,571
| -12% | -$143K | 0.21% | 74 |
|
|
2022
Q1 | $1.09M | Buy |
13,316
+3,320
| +33% | +$273K | 0.21% | 82 |
|
|
2021
Q4 | $766K | Buy |
9,996
+1,806
| +22% | +$138K | 0.15% | 134 |
|
|
2021
Q3 | $615K | Buy |
8,190
+653
| +9% | +$49K | 0.13% | 142 |
|
|
2021
Q2 | $586K | Sell |
7,537
-4,581
| -38% | -$356K | 0.13% | 149 |
|
|
2021
Q1 | $891K | Sell |
12,118
-12,915
| -52% | -$950K | 0.23% | 89 |
|
|
2020
Q4 | $1.95M | Buy |
25,033
+13,627
| +119% | +$1.06M | 0.56% | 44 |
|
|
2020
Q3 | $903K | Buy |
11,406
+3,565
| +45% | +$282K | 0.31% | 64 |
|
|
2020
Q2 | $579K | Buy |
7,841
+437
| +6% | +$32.3K | 0.22% | 82 |
|
|
2020
Q1 | $544K | Buy |
7,404
+3,250
| +78% | +$239K | 0.25% | 74 |
|
|
2019
Q4 | $360K | Buy |
4,154
+362
| +10% | +$31.4K | 0.15% | 112 |
|
|
2019
Q3 | $305K | Buy |
3,792
+454
| +14% | +$36.5K | 0.15% | 110 |
|
|
2019
Q2 | $266K | Buy |
3,338
+472
| +16% | +$37.6K | 0.15% | 112 |
|
|
2019
Q1 | $227K | Buy |
+2,866
| New | +$227K | 0.16% | 118 |
|