AFT Forsyth & Company’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
7,549
-923
| -11% | -$73.1K | 0.31% | 62 |
|
|
2025
Q1 | $760K | Hold |
8,472
| – | – | 0.41% | 56 |
|
|
2024
Q4 | $843K | Hold |
8,472
| – | – | 0.41% | 52 |
|
|
2024
Q3 | $962K | Sell |
8,472
-15
| -0.2% | -$1.7K | 0.47% | 45 |
|
|
2024
Q2 | $1.05M | Buy |
8,487
+550
| +7% | +$68.1K | 0.52% | 45 |
|
|
2024
Q1 | $1.05M | Sell |
7,937
-550
| -6% | -$72.6K | 0.6% | 42 |
|
|
2023
Q4 | $925K | Buy |
8,487
+100
| +1% | +$10.9K | 0.58% | 44 |
|
|
2023
Q3 | $863K | Sell |
8,387
-400
| -5% | -$41.2K | 0.63% | 44 |
|
|
2023
Q2 | $1.01M | Sell |
8,787
-475
| -5% | -$54.8K | 0.72% | 38 |
|
|
2023
Q1 | $985K | Sell |
9,262
-25
| -0.3% | -$2.66K | 0.76% | 41 |
|
|
2022
Q4 | $1.03M | Buy |
9,287
+175
| +2% | +$19.4K | 0.88% | 33 |
|
|
2022
Q3 | $785K | Buy |
9,112
+300
| +3% | +$25.8K | 0.7% | 44 |
|
|
2022
Q2 | $803K | Buy |
8,812
+675
| +8% | +$61.5K | 0.65% | 43 |
|
|
2022
Q1 | $668K | Hold |
8,137
| – | – | 0.43% | 66 |
|
|
2021
Q4 | $624K | Buy |
8,137
+31
| +0.4% | +$2.38K | 0.32% | 89 |
|
|
2021
Q3 | $609K | Sell |
8,106
-1,950
| -19% | -$147K | 0.33% | 93 |
|
|
2021
Q2 | $782K | Sell |
10,056
-483
| -5% | -$37.6K | 0.42% | 80 |
|
|
2021
Q1 | $775K | Sell |
10,539
-969
| -8% | -$71.3K | 0.46% | 76 |
|
|
2020
Q4 | $898K | Hold |
11,508
| – | – | 0.56% | 63 |
|
|
2020
Q3 | $911K | Sell |
11,508
-645
| -5% | -$51.1K | 0.68% | 46 |
|
|
2020
Q2 | $897K | Sell |
12,153
-571
| -4% | -$42.1K | 0.76% | 43 |
|
|
2020
Q1 | $934K | Sell |
12,724
-891
| -7% | -$65.4K | 0.94% | 31 |
|
|
2019
Q4 | $1.18M | Buy |
13,615
+1,494
| +12% | +$130K | 0.9% | 34 |
|
|
2019
Q3 | $974K | Hold |
12,121
| – | – | 0.8% | 45 |
|
|
2019
Q2 | $970K | Hold |
12,121
| – | – | 0.8% | 42 |
|
|
2019
Q1 | $962K | Hold |
12,121
| – | – | 0.83% | 42 |
|
|
2018
Q4 | $884K | Buy |
12,121
+16
| +0.1% | +$1.17K | 0.88% | 39 |
|
|
2018
Q3 | $819K | Hold |
12,105
| – | – | 0.68% | 52 |
|
|
2018
Q2 | $701K | Hold |
12,105
| – | – | 0.61% | 59 |
|
|
2018
Q1 | $629K | Sell |
12,105
-95
| -0.8% | -$4.94K | 0.59% | 59 |
|
|
2017
Q4 | $655K | Buy |
+12,200
| New | +$655K | 0.64% | 54 |
|
|
2013
Q3 | $559K | Hold |
12,305
| – | – | 0.73% | 50 |
|
|
2013
Q2 | $545K | Buy |
+12,305
| New | +$545K | 0.78% | 46 |
|