Triad Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $353K | Hold |
2,675
| – | – | 0.43% | 32 |
|
|
2023
Q4 | $292K | Hold |
2,675
| – | – | 0.38% | 35 |
|
|
2023
Q3 | $275K | Hold |
2,675
| – | – | 0.4% | 36 |
|
|
2023
Q2 | $309K | Hold |
2,675
| – | – | 0.43% | 39 |
|
|
2023
Q1 | $285K | Hold |
2,675
| – | – | 0.41% | 40 |
|
|
2022
Q4 | $297K | Hold |
2,675
| – | – | 0.46% | 41 |
|
|
2022
Q3 | $230K | Hold |
2,675
| – | – | 0.4% | 43 |
|
|
2022
Q2 | $244K | Hold |
2,675
| – | – | 0.36% | 53 |
|
|
2022
Q1 | $219K | Hold |
2,675
| – | – | 0.21% | 56 |
|
|
2021
Q4 | $205K | Buy |
+2,675
| New | +$205K | 0.19% | 59 |
|
|
2020
Q4 | $219K | Hold |
2,803
| – | – | 0.24% | 46 |
|
|
2020
Q3 | $222K | Hold |
2,803
| – | – | 0.31% | 41 |
|
|
2020
Q2 | $207K | Hold |
2,803
| – | – | 0.28% | 43 |
|
|
2020
Q1 | $206K | Hold |
2,803
| – | – | 0.36% | 38 |
|
|
2019
Q4 | $243K | Sell |
2,803
-326
| -10% | -$28.3K | 0.24% | 43 |
|
|
2019
Q3 | $242K | Buy |
3,129
+116
| +4% | +$8.97K | 0.26% | 43 |
|
|
2019
Q2 | $241K | Sell |
3,013
-115
| -4% | -$9.2K | 0.25% | 43 |
|
|
2019
Q1 | $248K | Buy |
3,128
+115
| +4% | +$9.12K | 0.25% | 48 |
|
|
2018
Q4 | $221K | Buy |
+3,013
| New | +$221K | 0.29% | 48 |
|