Trail Ridge 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 | $437K | Sell |
5,598
-143
| -2% | -$11.2K | 0.21% | 74 |
|
|
2025
Q1 | $515K | Sell |
5,741
-1,364
| -19% | -$122K | 0.27% | 65 |
|
|
2024
Q4 | $707K | Sell |
7,105
-118
| -2% | -$11.7K | 0.34% | 64 |
|
|
2024
Q3 | $768K | Sell |
7,223
-223
| -3% | -$23.7K | 0.37% | 56 |
|
|
2024
Q2 | $922K | Buy |
7,446
+252
| +4% | +$31.2K | 0.48% | 49 |
|
|
2024
Q1 | $949K | Buy |
7,194
+185
| +3% | +$24.4K | 0.54% | 48 |
|
|
2023
Q4 | $764K | Sell |
7,009
-333
| -5% | -$36.3K | 0.47% | 51 |
|
|
2023
Q3 | $756K | Buy |
7,342
+60
| +0.8% | +$6.18K | 0.51% | 51 |
|
|
2023
Q2 | $840K | Sell |
7,282
-143
| -2% | -$16.5K | 0.52% | 57 |
|
|
2023
Q1 | $790K | Sell |
7,425
-2,086
| -22% | -$222K | 0.52% | 57 |
|
|
2022
Q4 | $1.06M | Buy |
9,511
+565
| +6% | +$62.7K | 0.73% | 48 |
|
|
2022
Q3 | $876K | Buy |
8,946
+629
| +8% | +$61.6K | 0.58% | 52 |
|
|
2022
Q2 | $758K | Buy |
8,317
+223
| +3% | +$20.3K | 0.51% | 58 |
|
|
2022
Q1 | $664K | Buy |
8,094
+1,188
| +17% | +$97.5K | 0.41% | 69 |
|
|
2021
Q4 | $529K | Buy |
+6,906
| New | +$529K | 0.32% | 83 |
|