Beese Fulmer Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
167,138
+4,375
| +3% | +$346K | 0.99% | 35 |
|
|
2025
Q1 | $14.6M | Buy |
162,763
+920
| +0.6% | +$82.6K | 1.26% | 27 |
|
|
2024
Q4 | $16.1M | Buy |
161,843
+1,266
| +0.8% | +$126K | 1.37% | 20 |
|
|
2024
Q3 | $18.2M | Buy |
160,577
+2,058
| +1% | +$234K | 1.57% | 19 |
|
|
2024
Q2 | $19.6M | Buy |
158,519
+3,355
| +2% | +$415K | 1.79% | 14 |
|
|
2024
Q1 | $20.5M | Sell |
155,164
-378
| -0.2% | -$49.9K | 1.93% | 12 |
|
|
2023
Q4 | $17M | Buy |
155,542
+54,212
| +54% | +$5.91M | 1.76% | 13 |
|
|
2023
Q3 | $10.4M | Buy |
101,330
+689
| +0.7% | +$70.9K | 1.18% | 29 |
|
|
2023
Q2 | $11.6M | Buy |
100,641
+3,830
| +4% | +$442K | 1.26% | 27 |
|
|
2023
Q1 | $10.3M | Buy |
96,811
+1,263
| +1% | +$134K | 1.18% | 28 |
|
|
2022
Q4 | $10.6M | Buy |
95,548
+4,949
| +5% | +$549K | 1.28% | 25 |
|
|
2022
Q3 | $7.8M | Buy |
90,599
+1,797
| +2% | +$155K | 1.05% | 32 |
|
|
2022
Q2 | $8.1M | Buy |
88,802
+964
| +1% | +$87.9K | 1.04% | 34 |
|
|
2022
Q1 | $7.21M | Sell |
87,838
-951
| -1% | -$78K | 0.78% | 46 |
|
|
2021
Q4 | $6.81M | Buy |
88,789
+1,597
| +2% | +$122K | 0.71% | 48 |
|
|
2021
Q3 | $6.55M | Buy |
87,192
+1,529
| +2% | +$115K | 0.74% | 48 |
|
|
2021
Q2 | $6.66M | Sell |
85,663
-4,383
| -5% | -$341K | 0.75% | 46 |
|
|
2021
Q1 | $6.62M | Buy |
90,046
+10,250
| +13% | +$754K | 0.8% | 46 |
|
|
2020
Q4 | $6.23M | Buy |
79,796
+3,755
| +5% | +$293K | 0.8% | 44 |
|
|
2020
Q3 | $6.02M | Sell |
76,041
-2,179
| -3% | -$172K | 0.85% | 41 |
|
|
2020
Q2 | $5.77M | Sell |
78,220
-4,990
| -6% | -$368K | 0.85% | 43 |
|
|
2020
Q1 | $6.11M | Buy |
83,210
+297
| +0.4% | +$21.8K | 1.08% | 28 |
|
|
2019
Q4 | $7.2M | Buy |
82,913
+3,572
| +5% | +$310K | 1.01% | 33 |
|
|
2019
Q3 | $6.37M | Buy |
79,341
+16,628
| +27% | +$1.34M | 0.96% | 37 |
|
|
2019
Q2 | $5.02M | Sell |
62,713
-530
| -0.8% | -$42.4K | 0.95% | 42 |
|
|
2019
Q1 | $5.02M | Buy |
63,243
+231
| +0.4% | +$18.3K | 0.99% | 43 |
|
|
2018
Q4 | $4.59M | Sell |
63,012
-44
| -0.1% | -$3.21K | 1.03% | 40 |
|
|
2018
Q3 | $4.27M | Buy |
63,056
+1,307
| +2% | +$88.5K | 0.84% | 49 |
|
|
2018
Q2 | $3.58M | Buy |
61,749
+1,176
| +2% | +$68.1K | 0.75% | 55 |
|
|
2018
Q1 | $3.15M | Buy |
60,573
+2,846
| +5% | +$148K | 0.69% | 58 |
|
|
2017
Q4 | $3.1M | Buy |
57,727
+1,153
| +2% | +$61.9K | 0.66% | 60 |
|
|
2017
Q3 | $3.46M | Buy |
56,574
+2,071
| +4% | +$127K | 0.79% | 52 |
|
|
2017
Q2 | $3.33M | Buy |
54,503
+275
| +0.5% | +$16.8K | 0.79% | 51 |
|
|
2017
Q1 | $3.29M | Buy |
54,228
+1,768
| +3% | +$107K | 0.8% | 50 |
|
|
2016
Q4 | $2.95M | Buy |
52,460
+4,021
| +8% | +$226K | 0.76% | 54 |
|
|
2016
Q3 | $2.89M | Buy |
48,439
+1,155
| +2% | +$68.8K | 0.78% | 51 |
|
|
2016
Q2 | $2.6M | Sell |
47,284
-296
| -0.6% | -$16.3K | 0.74% | 50 |
|
|
2016
Q1 | $2.51M | Buy |
47,580
+4,427
| +10% | +$234K | 0.73% | 52 |
|
|
2015
Q4 | $2.18M | Buy |
43,153
+11,428
| +36% | +$576K | 0.67% | 53 |
|
|
2015
Q3 | $1.5M | Buy |
31,725
+9,063
| +40% | +$427K | 0.49% | 63 |
|
|
2015
Q2 | $1.23M | Hold |
22,662
| – | – | 0.4% | 68 |
|
|
2015
Q1 | $1.24M | Buy |
22,662
+821
| +4% | +$45K | 0.42% | 65 |
|
|
2014
Q4 | $1.18M | Buy |
21,841
+2,057
| +10% | +$112K | 0.37% | 70 |
|
|
2014
Q3 | $1.12M | Buy |
19,784
+1,677
| +9% | +$94.9K | 0.36% | 71 |
|
|
2014
Q2 | $1M | Buy |
18,107
+3,238
| +22% | +$179K | 0.32% | 79 |
|
|
2014
Q1 | $805K | Buy |
14,869
+5,631
| +61% | +$305K | 0.28% | 84 |
|
|
2013
Q4 | $441K | Buy |
9,238
+629
| +7% | +$30K | 0.16% | 104 |
|
|
2013
Q3 | $391K | Buy |
+8,609
| New | +$391K | 0.15% | 106 |
|