Baron Silver Stevens Financial Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Buy
4,846
+337
+7% +$26.7K 0.06% 89
2025
Q1
$405K Sell
4,509
-1,195
-21% -$107K 0.07% 78
2024
Q4
$567K Buy
5,704
+149
+3% +$14.8K 0.1% 70
2024
Q3
$631K Buy
5,555
+485
+10% +$55.1K 0.11% 62
2024
Q2
$628K Sell
5,070
-642
-11% -$79.5K 0.12% 63
2024
Q1
$754K Sell
5,712
-6
-0.1% -$792 0.15% 61
2023
Q4
$623K Buy
5,718
+190
+3% +$20.7K 0.13% 58
2023
Q3
$569K Sell
5,528
-148
-3% -$15.2K 0.13% 57
2023
Q2
$655K Buy
5,676
+407
+8% +$47K 0.14% 51
2023
Q1
$561K Sell
5,269
-31
-0.6% -$3.3K 0.15% 54
2022
Q4
$588K Hold
5,300
0.14% 48
2022
Q3
$595 Sell
5,300
-432
-8% -$48 0.16% 48
2022
Q2
$522K Buy
5,732
+846
+17% +$77K 0.14% 53
2022
Q1
$400K Buy
4,886
+59
+1% +$4.83K 0.09% 60
2021
Q4
$369K Buy
4,827
+576
+14% +$44K 0.09% 58
2021
Q3
$319K Sell
4,251
-365
-8% -$27.4K 0.09% 62
2021
Q2
$359K Buy
4,616
+988
+27% +$76.8K 0.1% 55
2021
Q1
$266K Sell
3,628
-61
-2% -$4.47K 0.14% 41
2020
Q4
$287K Buy
+3,689
New +$287K 0.1% 51