AE Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Sell |
239,590
-184,984
| -44% | -$14.6M | 0.14% | 170 |
|
|
2025
Q1 | $38.1M | Sell |
424,574
-136,797
| -24% | -$12.3M | 0.32% | 81 |
|
|
2024
Q4 | $55.8M | Buy |
561,371
+61,222
| +12% | +$6.09M | 0.47% | 49 |
|
|
2024
Q3 | $56.8M | Buy |
500,149
+92,811
| +23% | +$10.5M | 0.52% | 41 |
|
|
2024
Q2 | $50.4M | Buy |
407,338
+19,072
| +5% | +$2.36M | 0.5% | 41 |
|
|
2024
Q1 | $51.2M | Sell |
388,266
-189,530
| -33% | -$25M | 0.58% | 33 |
|
|
2023
Q4 | $69.8M | Buy |
577,796
+177,825
| +44% | +$21.5M | 0.36% | 48 |
|
|
2023
Q3 | $41.2M | Sell |
399,971
-3,261
| -0.8% | -$336K | 0.25% | 81 |
|
|
2023
Q2 | $46.5M | Sell |
403,232
-99,297
| -20% | -$11.5M | 0.28% | 65 |
|
|
2023
Q1 | $53.5M | Buy |
502,529
+71,588
| +17% | +$7.62M | 0.34% | 44 |
|
|
2022
Q4 | $47.8M | Buy |
430,941
+70,367
| +20% | +$7.81M | 0.35% | 52 |
|
|
2022
Q3 | $31.1M | Buy |
360,574
+68,279
| +23% | +$5.88M | 0.25% | 87 |
|
|
2022
Q2 | $26.6M | Buy |
292,295
+14,128
| +5% | +$1.29M | 0.21% | 116 |
|
|
2022
Q1 | $22.8M | Buy |
278,167
+831
| +0.3% | +$68.2K | 0.16% | 141 |
|
|
2021
Q4 | $21.3M | Buy |
277,336
+66,661
| +32% | +$5.11M | 0.15% | 143 |
|
|
2021
Q3 | $15.8M | Buy |
210,675
+19,979
| +10% | +$1.5M | 0.13% | 175 |
|
|
2021
Q2 | $14.8M | Buy |
190,696
+5,639
| +3% | +$439K | 0.13% | 161 |
|
|
2021
Q1 | $13.6M | Buy |
185,057
+3,924
| +2% | +$289K | 0.14% | 154 |
|
|
2020
Q4 | $14.1M | Buy |
181,133
+16,414
| +10% | +$1.28M | 0.16% | 138 |
|
|
2020
Q3 | $13M | Buy |
164,719
+6,781
| +4% | +$537K | 0.19% | 117 |
|
|
2020
Q2 | $11.7M | Buy |
157,938
+28,269
| +22% | +$2.09M | 0.18% | 127 |
|
|
2020
Q1 | $9.52M | Buy |
129,669
+33,332
| +35% | +$2.45M | 0.22% | 94 |
|
|
2019
Q4 | $8.36M | Buy |
96,337
+32,402
| +51% | +$2.81M | 0.18% | 114 |
|
|
2019
Q3 | $5.14M | Sell |
63,935
-2,532
| -4% | -$203K | 0.15% | 135 |
|
|
2019
Q2 | $5.32M | Buy |
66,467
+28,481
| +75% | +$2.28M | 0.16% | 117 |
|
|
2019
Q1 | $3.02M | Buy |
37,986
+12,302
| +48% | +$976K | 0.21% | 99 |
|
|
2018
Q4 | $1.87M | Buy |
25,684
+4,448
| +21% | +$324K | 0.32% | 79 |
|
|
2018
Q3 | $1.44M | Buy |
21,236
+1,043
| +5% | +$70.6K | 0.08% | 172 |
|
|
2018
Q2 | $1.17M | Sell |
20,193
-21,543
| -52% | -$1.25M | 0.08% | 147 |
|
|
2018
Q1 | $2.17M | Sell |
41,736
-115
| -0.3% | -$5.98K | 0.17% | 87 |
|
|
2017
Q4 | $2.25M | Buy |
41,851
+5,376
| +15% | +$289K | 0.2% | 82 |
|
|
2017
Q3 | $2.23M | Sell |
36,475
-3,695
| -9% | -$226K | 0.21% | 76 |
|
|
2017
Q2 | $2.46M | Buy |
40,170
+2,786
| +7% | +$170K | 0.29% | 65 |
|
|
2017
Q1 | $2.27M | Buy |
37,384
+6,397
| +21% | +$388K | 0.42% | 47 |
|
|
2016
Q4 | $1.74M | Buy |
+30,987
| New | +$1.74M | 0.71% | 28 |
|