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 |
|