Beacon Financial Advisory’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
6,725
+1,473
| +28% | +$117K | 0.14% | 193 |
|
|
2025
Q1 | $471K | Sell |
5,252
-222
| -4% | -$19.9K | 0.14% | 173 |
|
|
2024
Q4 | $545K | Buy |
5,474
+403
| +8% | +$40.1K | 0.18% | 153 |
|
|
2024
Q3 | $576K | Sell |
5,071
-23
| -0.5% | -$2.61K | 0.2% | 138 |
|
|
2024
Q2 | $631K | Sell |
5,094
-5,545
| -52% | -$686K | 0.24% | 123 |
|
|
2024
Q1 | $1.4M | Sell |
10,639
-2,197
| -17% | -$290K | 0.68% | 27 |
|
|
2023
Q4 | $1.4M | Sell |
12,836
-522
| -4% | -$56.9K | 0.67% | 32 |
|
|
2023
Q3 | $1.38M | Buy |
13,358
+945
| +8% | +$97.3K | 0.76% | 28 |
|
|
2023
Q2 | $1.43M | Buy |
12,413
+411
| +3% | +$47.4K | 0.82% | 25 |
|
|
2023
Q1 | $1.28M | Buy |
12,002
+411
| +4% | +$43.7K | 0.81% | 24 |
|
|
2022
Q4 | $1.29M | Buy |
11,591
+222
| +2% | +$24.6K | 0.92% | 24 |
|
|
2022
Q3 | $979K | Sell |
11,369
-2,072
| -15% | -$178K | 0.7% | 40 |
|
|
2022
Q2 | $1.23M | Buy |
13,441
+423
| +3% | +$38.6K | 0.7% | 37 |
|
|
2022
Q1 | $1.07M | Buy |
13,018
+296
| +2% | +$24.3K | 0.51% | 55 |
|
|
2021
Q4 | $975K | Buy |
12,722
+50
| +0.4% | +$3.83K | 0.45% | 70 |
|
|
2021
Q3 | $952K | Sell |
12,672
-71
| -0.6% | -$5.33K | 0.49% | 65 |
|
|
2021
Q2 | $991K | Sell |
12,743
-98
| -0.8% | -$7.62K | 0.53% | 57 |
|
|
2021
Q1 | $945K | Buy |
12,841
+6,409
| +100% | +$472K | 0.54% | 59 |
|
|
2020
Q4 | $502K | Buy |
6,432
+855
| +15% | +$66.7K | 0.33% | 97 |
|
|
2020
Q3 | $441K | Buy |
5,577
+1,135
| +26% | +$89.8K | 0.38% | 85 |
|
|
2020
Q2 | $327K | Buy |
4,442
+18
| +0.4% | +$1.33K | 0.36% | 96 |
|
|
2020
Q1 | $324K | Sell |
4,424
-134
| -3% | -$9.81K | 0.41% | 78 |
|
|
2019
Q4 | $395K | Buy |
+4,558
| New | +$395K | 0.34% | 85 |
|