Aveo Capital Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,729
| Closed | -$371K | – | 281 |
|
|
2024
Q4 | $371K | Sell |
3,729
-500
| -12% | -$51.5K | 0.04% | 253 |
|
|
2024
Q3 | $480K | Sell |
4,229
-637
| -13% | -$75.7K | 0.05% | 204 |
|
|
2024
Q2 | $602K | Sell |
4,866
-1,843
| -27% | -$237K | 0.07% | 169 |
|
|
2024
Q1 | $855K | Buy |
6,709
+194
| +3% | +$23.9K | 0.09% | 158 |
|
|
2023
Q4 | $710K | Buy |
6,515
+274
| +4% | +$28.4K | 0.09% | 161 |
|
|
2023
Q3 | $643K | Sell |
6,241
-37
| -0.6% | -$3.99K | 0.08% | 167 |
|
|
2023
Q2 | $724K | Sell |
6,278
-7,698
| -55% | -$874K | 0.09% | 151 |
|
|
2023
Q1 | $1.49M | Sell |
13,976
-1,039
| -7% | -$112K | 0.2% | 92 |
|
|
2022
Q4 | $1.67M | Sell |
15,015
-4,274
| -22% | -$437K | 0.25% | 85 |
|
|
2022
Q3 | $1.66M | Sell |
19,289
-3,874
| -17% | -$346K | 0.29% | 75 |
|
|
2022
Q2 | $2.11M | Sell |
23,163
-4,431
| -16% | -$393K | 0.35% | 75 |
|
|
2022
Q1 | $2.26M | Sell |
27,594
-8,954
| -24% | -$706K | 0.4% | 69 |
|
|
2021
Q4 | $2.8M | Buy |
36,548
+31,849
| +678% | +$2.54M | 0.5% | 60 |
|
|
2021
Q3 | $353K | Buy |
4,699
+58
| +1% | +$4.41K | 0.07% | 192 |
|
|
2021
Q2 | $361K | Sell |
4,641
-166
| -3% | -$12.3K | 0.08% | 194 |
|
|
2021
Q1 | $354K | Buy |
+4,807
| New | +$355K | 0.09% | 172 |
|
|
2020
Q4 | – | Sell |
-3,742
| Closed | -$296K | – | 136 |
|
|
2020
Q3 | $296K | Buy |
+3,742
| New | +$293K | 0.11% | 153 |
|
|
2020
Q2 | – | Sell |
-2,862
| Closed | -$210K | – | 117 |
|
|
2020
Q1 | $210K | Buy |
2,862
+106
| +4% | +$8.33K | 0.1% | 143 |
|
|
2019
Q4 | $239K | Buy |
2,756
+120
| +5% | +$9.86K | 0.09% | 164 |
|
|
2019
Q3 | $211K | Buy |
2,636
+10
| +0.4% | +$801 | 0.09% | 170 |
|
|
2019
Q2 | $205K | Buy |
2,626
+95
| +4% | +$7.27K | 0.09% | 174 |
|
|
2019
Q1 | $201K | Buy |
+2,531
| New | +$189K | 0.09% | 161 |
|
|
2018
Q4 | – | Sell |
-3,403
| Closed | -$236K | – | 142 |
|
|
2018
Q3 | $236K | Sell |
3,403
-1,105
| -25% | -$70.4K | 0.11% | 117 |
|
|
2018
Q2 | $261K | Buy |
4,508
+86
| +2% | +$4.85K | 0.12% | 111 |
|
|
2018
Q1 | $230K | Buy |
+4,422
| New | +$239K | 0.1% | 123 |
|
|
2017
Q4 | – | Sell |
-3,293
| Closed | -$201K | – | 153 |
|
|
2017
Q3 | $201K | Buy |
3,293
+3
| +0.1% | +$182 | 0.07% | 127 |
|
|
2017
Q2 | $201K | Sell |
3,290
-30
| -0.9% | -$1.83K | 0.07% | 125 |
|
|
2017
Q1 | $201K | Sell |
3,320
-7,343
| -69% | -$445K | 0.07% | 122 |
|
|
2016
Q4 | $599K | Buy |
+10,663
| New | +$624K | 0.17% | 87 |
|
Other funds holding MRK
Aveo Capital Partners's MRK Position: Q1 2025 in Review
Aveo Capital Partners sold out of Merck (MRK) in Q1 2025, closing a stake of 3,729 shares — an estimated $371K sold.
Aveo Capital Partners first reported a position in MRK in Q4 2016 and held it in 29 quarters. The position peaked at $2.8M in Q4 2021. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.
- Aveo Capital Partners reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
- Aveo Capital Partners sold 3,729 Merck shares in Q1 2025, an estimated $371K.
- Aveo Capital Partners first reported a position in Merck in Q4 2016 and held it in 29 quarters.
- Aveo Capital Partners's Merck position peaked at $2.8M in Q4 2021.
- 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.
Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.