TCA
Trifecta Capital Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
8,397
+2,552
| +44% | +$202K | 0.11% | 63 |
|
|
2025
Q1 | $525K | Sell |
5,845
-3,820
| -40% | -$343K | 0.11% | 60 |
|
|
2024
Q4 | $961K | Sell |
9,665
-21,088
| -69% | -$2.1M | 0.19% | 55 |
|
|
2024
Q3 | $3.49M | Buy |
30,753
+2,245
| +8% | +$255K | 0.73% | 43 |
|
|
2024
Q2 | $3.53M | Buy |
28,508
+19,316
| +210% | +$2.39M | 0.78% | 41 |
|
|
2024
Q1 | $1.21M | Hold |
9,192
| – | – | 0.3% | 56 |
|
|
2023
Q4 | $1M | Hold |
9,192
| – | – | 0.28% | 57 |
|
|
2023
Q3 | $946K | Sell |
9,192
-466
| -5% | -$48K | 0.3% | 56 |
|
|
2023
Q2 | $1.11M | Sell |
9,658
-325
| -3% | -$37.5K | 0.36% | 53 |
|
|
2023
Q1 | $1.06M | Buy |
9,983
+78
| +0.8% | +$8.3K | 0.37% | 57 |
|
|
2022
Q4 | $1.1M | Buy |
+9,905
| New | +$1.1M | 0.44% | 55 |
|