Beacon Pointe 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
$22.6M Buy
285,720
+7,369
+3% +$583K 0.24% 98
2025
Q1
$25M Buy
278,351
+42,473
+18% +$3.81M 0.28% 85
2024
Q4
$23.5M Sell
235,878
-31,645
-12% -$3.15M 0.26% 90
2024
Q3
$30.4M Sell
267,523
-4,259
-2% -$484K 0.35% 61
2024
Q2
$33.6M Sell
271,782
-6,260
-2% -$775K 0.4% 54
2024
Q1
$36.7M Sell
278,042
-11,687
-4% -$1.54M 0.41% 47
2023
Q4
$31.6M Buy
289,729
+10,061
+4% +$1.1M 0.38% 52
2023
Q3
$28.8M Buy
279,668
+75,484
+37% +$7.77M 0.36% 59
2023
Q2
$23.6M Sell
204,184
-44,455
-18% -$5.13M 0.38% 59
2023
Q1
$26.5M Buy
248,639
+64,304
+35% +$6.84M 0.45% 48
2022
Q4
$20.5M Buy
184,335
+23,279
+14% +$2.58M 0.4% 64
2022
Q3
$13.9M Buy
161,056
+20,796
+15% +$1.79M 0.31% 81
2022
Q2
$12.8M Sell
140,260
-74,165
-35% -$6.76M 0.27% 88
2022
Q1
$17.6M Buy
214,425
+110,346
+106% +$9.05M 0.24% 100
2021
Q4
$7.98M Sell
104,079
-13,150
-11% -$1.01M 0.21% 103
2021
Q3
$8.81M Buy
117,229
+43,438
+59% +$3.26M 0.22% 113
2021
Q2
$5.74M Buy
73,791
+39,887
+118% +$3.1M 0.2% 106
2021
Q1
$2.49M Sell
33,904
-8,073
-19% -$593K 0.15% 121
2020
Q4
$3.27M Buy
41,977
+12,323
+42% +$960K 0.22% 95
2020
Q3
$2.35M Sell
29,654
-5,234
-15% -$414K 0.23% 88
2020
Q2
$2.57M Buy
34,888
+8,426
+32% +$621K 0.26% 90
2020
Q1
$1.94M Buy
26,462
+13,420
+103% +$986K 0.31% 68
2019
Q4
$1.13M Buy
13,042
+4,513
+53% +$392K 0.35% 61
2019
Q3
$687K Sell
8,529
-2,255
-21% -$182K 0.3% 81
2019
Q2
$865K Sell
10,784
-360
-3% -$28.9K 0.32% 81
2019
Q1
$883K Sell
11,144
-257
-2% -$20.4K 0.33% 77
2018
Q4
$830K Buy
+11,401
New +$830K 0.5% 56