Baltimore-Washington Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $517K | Sell |
4,302
-38
| -0.9% | -$4.39K | 0.02% | 117 |
|
|
2025
Q4 | $457K | Buy |
4,340
+209
| +5% | +$19.6K | 0.02% | 123 |
|
|
2025
Q3 | $347K | Sell |
4,131
-319
| -7% | -$26.3K | 0.01% | 136 |
|
|
2025
Q2 | $352K | Buy |
4,450
+815
| +22% | +$64.8K | 0.02% | 131 |
|
|
2025
Q1 | $326K | Sell |
3,635
-86
| -2% | -$8.03K | 0.02% | 123 |
|
|
2024
Q4 | $370K | Buy |
3,721
+606
| +19% | +$62.5K | 0.02% | 115 |
|
|
2024
Q3 | $354K | Hold |
3,115
| – | – | 0.02% | 113 |
|
|
2024
Q2 | $386K | Buy |
3,115
+238
| +8% | +$30.7K | 0.02% | 110 |
|
|
2024
Q1 | $380K | Sell |
2,877
-202
| -7% | -$24.9K | 0.02% | 106 |
|
|
2023
Q4 | $336K | Sell |
3,079
-300
| -9% | -$31.1K | 0.02% | 115 |
|
|
2023
Q3 | $348K | Buy |
3,379
+256
| +8% | +$27.6K | 0.03% | 120 |
|
|
2023
Q2 | $360K | Sell |
3,123
-49
| -2% | -$5.56K | 0.03% | 113 |
|
|
2023
Q1 | $337K | Sell |
3,172
-49
| -2% | -$5.29K | 0.03% | 113 |
|
|
2022
Q4 | $357K | Sell |
3,221
-8
| -0.2% | -$818 | 0.03% | 111 |
|
|
2022
Q3 | $278K | Buy |
3,229
+217
| +7% | +$19.4K | 0.02% | 131 |
|
|
2022
Q2 | $274K | Buy |
3,012
+112
| +4% | +$9.93K | 0.03% | 109 |
|
|
2022
Q1 | $223K | Sell |
2,900
-150
| -5% | -$11.8K | 0.02% | 143 |
|
|
2021
Q4 | $233K | Buy |
3,050
+150
| +5% | +$11.9K | 0.02% | 126 |
|
|
2021
Q3 | $217K | Hold |
2,900
| – | – | 0.02% | 124 |
|
|
2021
Q2 | $225K | Sell |
2,900
-139
| -5% | -$10.3K | 0.02% | 118 |
|
|
2021
Q1 | $223K | Sell |
3,039
-351
| -10% | -$25.9K | 0.02% | 119 |
|
|
2020
Q4 | $264K | Buy |
3,390
+63
| +2% | +$4.82K | 0.03% | 107 |
|
|
2020
Q3 | $263K | Buy |
3,327
+242
| +8% | +$19K | 0.03% | 101 |
|
|
2020
Q2 | $227K | Buy |
3,085
+25
| +0.8% | +$1.88K | 0.03% | 110 |
|
|
2020
Q1 | $224K | Hold |
3,060
| – | – | 0.04% | 108 |
|
|
2019
Q4 | $265K | Sell |
3,060
-42
| -1% | -$3.45K | 0.04% | 107 |
|
|
2019
Q3 | $249K | Sell |
3,102
-105
| -3% | -$8.41K | 0.04% | 107 |
|
|
2019
Q2 | $257K | Sell |
3,207
-151
| -4% | -$11.6K | 0.04% | 98 |
|
|
2019
Q1 | $266K | Buy |
3,358
+155
| +5% | +$11.6K | 0.05% | 97 |
|
|
2018
Q4 | $233K | Sell |
3,203
-104
| -3% | -$7.34K | 0.05% | 92 |
|
|
2018
Q3 | $223K | Sell |
3,307
-1,102
| -25% | -$70.2K | 0.04% | 95 |
|
|
2018
Q2 | $255K | Buy |
4,409
+60
| +1% | +$3.38K | 0.05% | 82 |
|
|
2018
Q1 | $226K | Sell |
4,349
-108,586
| -96% | -$5.86M | 0.05% | 79 |
|
|
2017
Q4 | $6.06M | Sell |
112,935
-1,094
| -1% | -$60.6K | 1.27% | 42 |
|
|
2017
Q3 | $6.97M | Buy |
114,029
+14,020
| +14% | +$850K | 1.58% | 31 |
|
|
2017
Q2 | $6.12M | Buy |
100,009
+12,500
| +14% | +$761K | 1.47% | 31 |
|
|
2017
Q1 | $5.31M | Buy |
87,509
+3,759
| +4% | +$228K | 1.35% | 38 |
|
|
2016
Q4 | $4.7M | Buy |
83,750
+909
| +1% | +$53.2K | 1.29% | 42 |
|
|
2016
Q3 | $4.93M | Buy |
82,841
+2,124
| +3% | +$124K | 1.4% | 34 |
|
|
2016
Q2 | $4.44M | Buy |
80,717
+7,516
| +10% | +$400K | 1.32% | 36 |
|
|
2016
Q1 | $3.69M | Buy |
73,201
+8,848
| +14% | +$433K | 1.12% | 44 |
|
|
2015
Q4 | $3.24M | Buy |
64,353
+4,712
| +8% | +$238K | 1.01% | 45 |
|
|
2015
Q3 | $2.81M | Buy |
59,641
+6,751
| +13% | +$359K | 0.89% | 51 |
|
|
2015
Q2 | $2.87M | Buy |
52,890
+121
| +0.2% | +$6.79K | 0.85% | 57 |
|
|
2015
Q1 | $2.89M | Buy |
52,769
+1,808
| +4% | +$102K | 0.84% | 53 |
|
|
2014
Q4 | $2.76M | Buy |
50,961
+1,740
| +4% | +$96.9K | 0.82% | 54 |
|
|
2014
Q3 | $2.78M | Sell |
49,221
-734
| -1% | -$41.2K | 0.89% | 51 |
|
|
2014
Q2 | $2.76M | Sell |
49,955
-393
| -0.8% | -$21.4K | 0.86% | 50 |
|
|
2014
Q1 | $2.73M | Sell |
50,348
-1,824
| -3% | -$94.5K | 0.93% | 50 |
|
|
2013
Q4 | $2.49M | Sell |
52,172
-251
| -0.5% | -$11.5K | 0.84% | 54 |
|
|
2013
Q3 | $2.38M | Buy |
52,423
+3,107
| +6% | +$142K | 0.94% | 48 |
|
|
2013
Q2 | $2.19M | Buy |
+49,316
| New | +$2.2M | 0.95% | 50 |
|
Other funds holding MRK
VCM
VPM
