Beacon Investment Advisory Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
31,106
-55,229
| -64% | -$4.37M | 0.11% | 102 |
|
|
2025
Q1 | $7.75M | Sell |
86,335
-29,354
| -25% | -$2.63M | 0.36% | 70 |
|
|
2024
Q4 | $11.5M | Sell |
115,689
-2,316
| -2% | -$230K | 0.5% | 58 |
|
|
2024
Q3 | $13.4M | Buy |
118,005
+482
| +0.4% | +$54.7K | 0.56% | 56 |
|
|
2024
Q2 | $14.5M | Sell |
117,523
-5,729
| -5% | -$709K | 0.62% | 50 |
|
|
2024
Q1 | $16.3M | Sell |
123,252
-604
| -0.5% | -$79.7K | 0.7% | 46 |
|
|
2023
Q4 | $13.5M | Sell |
123,856
-3,445
| -3% | -$376K | 0.61% | 51 |
|
|
2023
Q3 | $13.1M | Sell |
127,301
-6,281
| -5% | -$647K | 0.65% | 49 |
|
|
2023
Q2 | $15.4M | Buy |
133,582
+875
| +0.7% | +$101K | 0.71% | 43 |
|
|
2023
Q1 | $14.1M | Sell |
132,707
-517
| -0.4% | -$55K | 0.69% | 44 |
|
|
2022
Q4 | $14.8M | Sell |
133,224
-1,456
| -1% | -$162K | 0.76% | 43 |
|
|
2022
Q3 | $11.6M | Buy |
134,680
+6,880
| +5% | +$593K | 0.64% | 50 |
|
|
2022
Q2 | $11.7M | Buy |
127,800
+2,737
| +2% | +$250K | 0.61% | 48 |
|
|
2022
Q1 | $10.3M | Buy |
125,063
+1,390
| +1% | +$114K | 0.44% | 62 |
|
|
2021
Q4 | $9.48M | Sell |
123,673
-1,027
| -0.8% | -$78.7K | 0.37% | 69 |
|
|
2021
Q3 | $9.37M | Buy |
124,700
+464
| +0.4% | +$34.9K | 0.39% | 67 |
|
|
2021
Q2 | $9.66M | Sell |
124,236
-7,830
| -6% | -$609K | 0.39% | 63 |
|
|
2021
Q1 | $9.72M | Sell |
132,066
-3,821
| -3% | -$281K | 0.42% | 62 |
|
|
2020
Q4 | $10.6M | Buy |
135,887
+899
| +0.7% | +$70.2K | 0.49% | 56 |
|
|
2020
Q3 | $10.7M | Buy |
134,988
+752
| +0.6% | +$59.5K | 0.55% | 53 |
|
|
2020
Q2 | $9.91M | Buy |
134,236
+340
| +0.3% | +$25.1K | 0.56% | 56 |
|
|
2020
Q1 | $9.83M | Sell |
133,896
-844
| -0.6% | -$62K | 0.69% | 49 |
|
|
2019
Q4 | $11.7M | Buy |
134,740
+36,127
| +37% | +$3.14M | 0.62% | 50 |
|
|
2019
Q3 | $7.92M | Buy |
98,613
+3,516
| +4% | +$282K | 0.79% | 35 |
|
|
2019
Q2 | $7.61M | Sell |
95,097
-9,821
| -9% | -$786K | 0.81% | 35 |
|
|
2019
Q1 | $8.33M | Sell |
104,918
-1,588
| -1% | -$126K | 0.88% | 35 |
|
|
2018
Q4 | $7.77M | Buy |
106,506
+1,259
| +1% | +$91.8K | 0.86% | 39 |
|
|
2018
Q3 | $7.12M | Sell |
105,247
-1,464
| -1% | -$99.1K | 0.69% | 45 |
|
|
2018
Q2 | $6.18M | Sell |
106,711
-2,102
| -2% | -$122K | 0.63% | 51 |
|
|
2018
Q1 | $5.66M | Buy |
108,813
+2,367
| +2% | +$123K | 0.58% | 54 |
|
|
2017
Q4 | $5.72M | Sell |
106,446
-30,248
| -22% | -$1.62M | 0.6% | 54 |
|
|
2017
Q3 | $8.35M | Buy |
136,694
+118,749
| +662% | +$7.25M | 0.72% | 34 |
|
|
2017
Q2 | $1.1M | Buy |
17,945
+2,336
| +15% | +$143K | 0.2% | 18 |
|
|
2017
Q1 | $946K | Buy |
15,609
+1,153
| +8% | +$69.9K | 0.18% | 20 |
|
|
2016
Q4 | $812K | Buy |
14,456
+63
| +0.4% | +$3.54K | 0.16% | 19 |
|
|
2016
Q3 | $857K | Sell |
14,393
-1,426,777
| -99% | -$85M | 0.19% | 16 |
|
|
2016
Q2 | $792K | Buy |
1,441,170
+1,426,952
| +10,036% | +$784K | 0.17% | 15 |
|
|
2016
Q1 | $718K | Buy |
14,218
+182
| +1% | +$9.19K | 0.15% | 12 |
|
|
2015
Q4 | $707K | Buy |
14,036
+1,953
| +16% | +$98.4K | 0.13% | 16 |
|
|
2015
Q3 | $569K | Sell |
12,083
-1,179
| -9% | -$55.5K | 0.11% | 18 |
|
|
2015
Q2 | $720K | Buy |
+13,262
| New | +$720K | 0.11% | 17 |
|