TIA
Traphagen Investment Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
8,633
+530
| +7% | +$42K | 0.06% | 93 |
|
|
2025
Q1 | $727K | Sell |
8,103
-391
| -5% | -$35.1K | 0.08% | 87 |
|
|
2024
Q4 | $845K | Sell |
8,494
-568
| -6% | -$56.5K | 0.09% | 81 |
|
|
2024
Q3 | $1.03M | Buy |
9,062
+383
| +4% | +$43.5K | 0.1% | 68 |
|
|
2024
Q2 | $1.07M | Buy |
8,679
+259
| +3% | +$32.1K | 0.12% | 64 |
|
|
2024
Q1 | $1.11M | Buy |
8,420
+66
| +0.8% | +$8.71K | 0.12% | 63 |
|
|
2023
Q4 | $911K | Buy |
8,354
+723
| +9% | +$78.8K | 0.11% | 62 |
|
|
2023
Q3 | $786K | Buy |
7,631
+10
| +0.1% | +$1.03K | 0.1% | 64 |
|
|
2023
Q2 | $879K | Buy |
7,621
+105
| +1% | +$12.1K | 0.11% | 59 |
|
|
2023
Q1 | $800K | Buy |
7,516
+284
| +4% | +$30.2K | 0.12% | 63 |
|
|
2022
Q4 | $802K | Sell |
7,232
-178
| -2% | -$19.8K | 0.13% | 59 |
|
|
2022
Q3 | $638K | Sell |
7,410
-53
| -0.7% | -$4.57K | 0.12% | 56 |
|
|
2022
Q2 | $680K | Buy |
7,463
+112
| +2% | +$10.2K | 0.12% | 59 |
|
|
2022
Q1 | $603K | Buy |
7,351
+666
| +10% | +$54.6K | 0.1% | 63 |
|
|
2021
Q4 | $512K | Buy |
6,685
+132
| +2% | +$10.1K | 0.08% | 78 |
|
|
2021
Q3 | $492K | Buy |
6,553
+11
| +0.2% | +$826 | 0.09% | 69 |
|
|
2021
Q2 | $509K | Sell |
6,542
-85
| -1% | -$6.61K | 0.09% | 76 |
|
|
2021
Q1 | $511K | Buy |
6,627
+209
| +3% | +$16.1K | 0.09% | 72 |
|
|
2020
Q4 | $525K | Sell |
6,418
-41
| -0.6% | -$3.35K | 0.09% | 73 |
|
|
2020
Q3 | $536K | Buy |
6,459
+45
| +0.7% | +$3.73K | 0.11% | 65 |
|
|
2020
Q2 | $496K | Buy |
6,414
+449
| +8% | +$34.7K | 0.11% | 71 |
|
|
2020
Q1 | $459K | Buy |
5,965
+902
| +18% | +$69.4K | 0.12% | 67 |
|
|
2019
Q4 | $461K | Buy |
5,063
+2,431
| +92% | +$221K | 0.11% | 74 |
|
|
2019
Q3 | $222K | Buy |
2,632
+4
| +0.2% | +$337 | 0.06% | 102 |
|
|
2019
Q2 | $220K | Buy |
2,628
+75
| +3% | +$6.29K | 0.06% | 102 |
|
|
2019
Q1 | $212K | Buy |
+2,553
| New | +$212K | 0.06% | 97 |
|