Beacon Financial Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Sell
6,301
-351
-5% -$27.8K 0.05% 226
2025
Q1
$597K Sell
6,652
-3,440
-34% -$309K 0.07% 197
2024
Q4
$1M Sell
10,092
-5,380
-35% -$535K 0.11% 157
2024
Q3
$1.76M Sell
15,472
-701
-4% -$79.6K 0.19% 126
2024
Q2
$2M Sell
16,173
-968
-6% -$120K 0.23% 109
2024
Q1
$2.26M Sell
17,141
-445
-3% -$58.7K 0.26% 97
2023
Q4
$1.92M Sell
17,586
-571
-3% -$62.2K 0.23% 105
2023
Q3
$1.98M Sell
18,157
-841
-4% -$91.7K 0.28% 90
2023
Q2
$2.16M Sell
18,998
-349
-2% -$39.6K 0.29% 91
2023
Q1
$2.18M Sell
19,347
-8,288
-30% -$933K 0.3% 88
2022
Q4
$3.07M Sell
27,635
-427
-2% -$47.4K 0.42% 70
2022
Q3
$2.43M Buy
28,062
+47
+0.2% +$4.08K 0.38% 74
2022
Q2
$2.59M Sell
28,015
-531
-2% -$49K 0.38% 78
2022
Q1
$2.37M Buy
28,546
+21,223
+290% +$1.76M 0.32% 85
2021
Q4
$563K Sell
7,323
-82
-1% -$6.3K 0.07% 187
2021
Q3
$556K Buy
7,405
+105
+1% +$7.88K 0.07% 179
2021
Q2
$556K Buy
7,300
+1,443
+25% +$110K 0.08% 171
2021
Q1
$462K Hold
5,857
0.07% 175
2020
Q4
$462K Buy
5,857
+1,447
+33% +$114K 0.07% 180
2020
Q3
$349K Buy
4,410
+49
+1% +$3.88K 0.06% 172
2020
Q2
$317K Buy
4,361
+47
+1% +$3.42K 0.06% 173
2020
Q1
$317K Sell
4,314
-508
-11% -$37.3K 0.07% 150
2019
Q4
$381K Hold
4,822
0.05% 170
2019
Q3
$381K Buy
4,822
+71
+1% +$5.61K 0.06% 157
2019
Q2
$380K Buy
4,751
+267
+6% +$21.4K 0.06% 157
2019
Q1
$356 Sell
4,484
-4,503
-50% -$358 0.06% 147
2018
Q4
$646K Buy
8,987
+109
+1% +$7.84K 0.12% 121
2018
Q3
$601K Buy
8,878
+5
+0.1% +$338 0.1% 127
2018
Q2
$514K Sell
8,873
-718
-7% -$41.6K 0.09% 137
2018
Q1
$499K Buy
9,591
+2,101
+28% +$109K 0.09% 140
2017
Q4
$402K Buy
7,490
+2,049
+38% +$110K 0.07% 147
2017
Q3
$332K Sell
5,441
-20
-0.4% -$1.22K 0.06% 156
2017
Q2
$335K Sell
5,461
-3,881
-42% -$238K 0.06% 155
2017
Q1
$565K Buy
9,342
+529
+6% +$32K 0.11% 113
2016
Q4
$495K Sell
8,813
-111
-1% -$6.24K 0.1% 121
2016
Q3
$527K Sell
8,924
-561
-6% -$33.1K 0.11% 120
2016
Q2
$516K Sell
9,485
-210
-2% -$11.4K 0.11% 114
2016
Q1
$492K Buy
9,695
+1,174
+14% +$59.6K 0.11% 120
2015
Q4
$433K Buy
8,521
+234
+3% +$11.9K 0.1% 124
2015
Q3
$385K Buy
8,287
+2
+0% +$93 0.09% 125
2015
Q2
$452K Hold
8,285
0.1% 117
2015
Q1
$462K Buy
8,285
+4,605
+125% +$257K 0.1% 106
2014
Q4
$202K Buy
+3,680
New +$202K 0.04% 185