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 |
|