Beaumont Financial 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 | $1.6M | Sell |
20,169
-723
| -3% | -$57.2K | 0.12% | 110 |
|
|
2025
Q1 | $1.88M | Sell |
20,892
-2,029
| -9% | -$182K | 0.15% | 97 |
|
|
2024
Q4 | $2.28M | Buy |
22,921
+995
| +5% | +$99K | 0.17% | 84 |
|
|
2024
Q3 | $2.49M | Sell |
21,926
-2,095
| -9% | -$238K | 0.19% | 75 |
|
|
2024
Q2 | $2.97M | Sell |
24,021
-125
| -0.5% | -$15.5K | 0.24% | 68 |
|
|
2024
Q1 | $3.19M | Buy |
24,146
+1,506
| +7% | +$199K | 0.26% | 61 |
|
|
2023
Q4 | $2.47M | Buy |
22,640
+207
| +0.9% | +$22.6K | 0.23% | 68 |
|
|
2023
Q3 | $2.31M | Buy |
22,433
+558
| +3% | +$57.4K | 0.23% | 67 |
|
|
2023
Q2 | $2.52M | Sell |
21,875
-112
| -0.5% | -$12.9K | 0.23% | 69 |
|
|
2023
Q1 | $2.34M | Buy |
21,987
+397
| +2% | +$42.2K | 0.24% | 56 |
|
|
2022
Q4 | $2.4M | Buy |
21,590
+344
| +2% | +$38.2K | 0.24% | 54 |
|
|
2022
Q3 | $1.83M | Sell |
21,246
-270
| -1% | -$23.3K | 0.18% | 79 |
|
|
2022
Q2 | $1.96M | Sell |
21,516
-835
| -4% | -$76.1K | 0.18% | 81 |
|
|
2022
Q1 | $1.84M | Sell |
22,351
-228
| -1% | -$18.7K | 0.14% | 116 |
|
|
2021
Q4 | $1.73M | Sell |
22,579
-134,623
| -86% | -$10.3M | 0.13% | 109 |
|
|
2021
Q3 | $11.8M | Sell |
157,202
-1,426
| -0.9% | -$107K | 0.91% | 33 |
|
|
2021
Q2 | $12.3M | Sell |
158,628
-9,138
| -5% | -$711K | 0.94% | 36 |
|
|
2021
Q1 | $12.3M | Buy |
167,766
+16,639
| +11% | +$1.22M | 1.05% | 30 |
|
|
2020
Q4 | $11.8M | Sell |
151,127
-5,593
| -4% | -$437K | 1.05% | 27 |
|
|
2020
Q3 | $12.4M | Buy |
156,720
+5,613
| +4% | +$444K | 1.18% | 21 |
|
|
2020
Q2 | $11.2M | Buy |
151,107
+57,015
| +61% | +$4.21M | 1.16% | 26 |
|
|
2020
Q1 | $6.91M | Buy |
94,092
+6,268
| +7% | +$460K | 0.87% | 34 |
|
|
2019
Q4 | $7.62M | Buy |
87,824
+1,764
| +2% | +$153K | 0.75% | 45 |
|
|
2019
Q3 | $6.91M | Buy |
86,060
+3,270
| +4% | +$263K | 0.69% | 45 |
|
|
2019
Q2 | $6.62M | Buy |
82,790
+6,134
| +8% | +$491K | 0.69% | 42 |
|
|
2019
Q1 | $6.08M | Buy |
76,656
+2,587
| +3% | +$205K | 0.65% | 44 |
|
|
2018
Q4 | $5.4M | Sell |
74,069
-1,481
| -2% | -$108K | 0.88% | 31 |
|
|
2018
Q3 | $5.11M | Buy |
75,550
+917
| +1% | +$62.1K | 0.51% | 48 |
|
|
2018
Q2 | $4.32M | Sell |
74,633
-860
| -1% | -$49.8K | 0.46% | 52 |
|
|
2018
Q1 | $3.92M | Buy |
75,493
+1,462
| +2% | +$76K | 0.44% | 53 |
|
|
2017
Q4 | $3.98M | Sell |
74,031
-1,009
| -1% | -$54.2K | 0.47% | 58 |
|
|
2017
Q3 | $4.59M | Buy |
75,040
+3,893
| +5% | +$238K | 0.57% | 52 |
|
|
2017
Q2 | $4.35M | Sell |
71,147
-714
| -1% | -$43.7K | 0.56% | 55 |
|
|
2017
Q1 | $4.36M | Buy |
71,861
+2,161
| +3% | +$131K | 0.6% | 57 |
|
|
2016
Q4 | $3.92M | Sell |
69,700
-7,149
| -9% | -$402K | 0.59% | 57 |
|
|
2016
Q3 | $4.58M | Sell |
76,849
-829
| -1% | -$49.4K | 0.72% | 54 |
|
|
2016
Q2 | $4.27M | Buy |
77,678
+18,983
| +32% | +$1.04M | 0.7% | 62 |
|
|
2016
Q1 | $3.22M | Sell |
58,695
-15,144
| -21% | -$831K | 0.52% | 62 |
|
|
2015
Q4 | $3.72M | Buy |
73,839
+14,602
| +25% | +$736K | 0.61% | 57 |
|
|
2015
Q3 | $3.22M | Hold |
59,237
| – | – | 0.47% | 67 |
|
|
2015
Q2 | $3.22M | Sell |
59,237
-1,981
| -3% | -$108K | 0.47% | 67 |
|
|
2015
Q1 | $3.36M | Buy |
61,218
+1,547
| +3% | +$84.9K | 0.12% | 82 |
|
|
2014
Q4 | $3.23M | Buy |
59,671
+845
| +1% | +$45.8K | 0.16% | 83 |
|
|
2014
Q3 | $3.33M | Sell |
58,826
-2,393
| -4% | -$135K | 0.22% | 86 |
|
|
2014
Q2 | $3.38M | Sell |
61,219
-2,847
| -4% | -$157K | 0.24% | 85 |
|
|
2014
Q1 | $3.47M | Sell |
64,066
-940
| -1% | -$50.9K | 0.29% | 69 |
|
|
2013
Q4 | $3.11M | Buy |
65,006
+10,910
| +20% | +$521K | 0.26% | 76 |
|
|
2013
Q3 | $2.46M | Buy |
54,096
+70
| +0.1% | +$3.18K | 0.22% | 82 |
|
|
2013
Q2 | $2.4M | Buy |
+54,026
| New | +$2.4M | 0.22% | 84 |
|