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 |
|