BOK Financial Private Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
5,804
-298
| -5% | -$23.8K | 0.03% | 127 |
|
|
2025
Q1 | $553K | Sell |
6,102
-1,671
| -21% | -$151K | 0.04% | 118 |
|
|
2024
Q4 | $780K | Buy |
7,773
+570
| +8% | +$57.2K | 0.06% | 108 |
|
|
2024
Q3 | $824K | Buy |
7,203
+483
| +7% | +$55.2K | 0.06% | 111 |
|
|
2024
Q2 | $837K | Buy |
6,720
+195
| +3% | +$24.3K | 0.06% | 106 |
|
|
2024
Q1 | $866K | Buy |
6,525
+165
| +3% | +$21.9K | 0.06% | 107 |
|
|
2023
Q4 | $698K | Sell |
6,360
-120
| -2% | -$13.2K | 0.06% | 107 |
|
|
2023
Q3 | $672K | Sell |
6,480
-214
| -3% | -$22.2K | 0.06% | 110 |
|
|
2023
Q2 | $777K | Buy |
6,694
+790
| +13% | +$91.7K | 0.06% | 106 |
|
|
2023
Q1 | $632K | Buy |
5,904
+51
| +0.9% | +$5.46K | 0.05% | 118 |
|
|
2022
Q4 | $654K | Buy |
5,853
+328
| +6% | +$36.6K | 0.05% | 118 |
|
|
2022
Q3 | $480K | Buy |
5,525
+28
| +0.5% | +$2.43K | 0.04% | 129 |
|
|
2022
Q2 | $505K | Sell |
5,497
-13,399
| -71% | -$1.23M | 0.04% | 127 |
|
|
2022
Q1 | $1.55M | Buy |
18,896
+2,114
| +13% | +$173K | 0.11% | 108 |
|
|
2021
Q4 | $1.29M | Buy |
16,782
+713
| +4% | +$54.6K | 0.09% | 119 |
|
|
2021
Q3 | $1.21M | Buy |
16,069
+2,040
| +15% | +$153K | 0.1% | 100 |
|
|
2021
Q2 | $1.09M | Buy |
14,029
+3,460
| +33% | +$269K | 0.09% | 102 |
|
|
2021
Q1 | $777K | Sell |
10,569
-535
| -5% | -$39.3K | 0.07% | 107 |
|
|
2020
Q4 | $867K | Buy |
11,104
+4,732
| +74% | +$369K | 0.08% | 104 |
|
|
2020
Q3 | $504K | Buy |
6,372
+585
| +10% | +$46.3K | 0.05% | 117 |
|
|
2020
Q2 | $427K | Buy |
5,787
+894
| +18% | +$66K | 0.04% | 124 |
|
|
2020
Q1 | $359K | Sell |
4,893
-449
| -8% | -$32.9K | 0.04% | 142 |
|
|
2019
Q4 | $464K | Sell |
5,342
-241
| -4% | -$20.9K | 0.04% | 130 |
|
|
2019
Q3 | $448K | Buy |
5,583
+786
| +16% | +$63.1K | 0.06% | 73 |
|
|
2019
Q2 | $384K | Buy |
4,797
+722
| +18% | +$57.8K | 0.06% | 75 |
|
|
2019
Q1 | $323K | Buy |
4,075
+5
| +0.1% | +$396 | 0.04% | 77 |
|
|
2018
Q4 | $297K | Buy |
+4,070
| New | +$297K | 0.04% | 86 |
|
|
2017
Q3 | – | Sell |
-4,186
| Closed | -$256K | – | 137 |
|
|
2017
Q2 | $256K | Sell |
4,186
-2,597
| -38% | -$159K | 0.04% | 107 |
|
|
2017
Q1 | $411K | Sell |
6,783
-835
| -11% | -$50.6K | 0.06% | 83 |
|
|
2016
Q4 | $428K | Sell |
7,618
-820
| -10% | -$46.1K | 0.06% | 86 |
|
|
2016
Q3 | $503K | Sell |
8,438
-2,130
| -20% | -$127K | 0.08% | 81 |
|
|
2016
Q2 | $581K | Buy |
+10,568
| New | +$581K | 0.09% | 69 |
|
|
2015
Q4 | – | Sell |
-4,602
| Closed | -$217K | – | 80 |
|
|
2015
Q3 | $217K | Hold |
4,602
| – | – | 0.04% | 69 |
|
|
2015
Q2 | $250K | Buy |
+4,602
| New | +$250K | 0.04% | 71 |
|
|
2015
Q1 | – | Sell |
-3,754
| Closed | -$203K | – | 81 |
|
|
2014
Q4 | $203K | Buy |
+3,754
| New | +$203K | 0.03% | 80 |
|