Boston Financial Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$7.99M Buy
80,341
+2,674
+3% +$276K 0.24% 79
2024
Q3
$8.82M Sell
77,667
-4,302
-5% -$511K 0.26% 78
2024
Q2
$10.1M Buy
81,969
+5,424
+7% +$699K 0.32% 70
2024
Q1
$10.1M Sell
76,545
-180
-0.2% -$22.2K 0.32% 69
2023
Q4
$8.36M Buy
76,725
+2,836
+4% +$294K 0.28% 71
2023
Q3
$7.61M Sell
73,889
-446
-0.6% -$48.1K 0.28% 73
2023
Q2
$8.58M Sell
74,335
-2,479
-3% -$281K 0.31% 71
2023
Q1
$8.17M Sell
76,814
-3,450
-4% -$372K 0.32% 71
2022
Q4
$8.91M Buy
80,264
+678
+0.9% +$69.3K 0.36% 66
2022
Q3
$6.85M Buy
79,586
+10,518
+15% +$939K 0.3% 70
2022
Q2
$6.3M Buy
69,068
+1,825
+3% +$162K 0.27% 77
2022
Q1
$5.52M Buy
67,243
+8,226
+14% +$649K 0.21% 81
2021
Q4
$4.52M Buy
59,017
+980
+2% +$78.1K 0.16% 80
2021
Q3
$4.36M Buy
58,037
+2,240
+4% +$170K 0.18% 78
2021
Q2
$4.34M Sell
55,797
-2,453
-4% -$182K 0.18% 80
2021
Q1
$4.29M Sell
58,250
-2,554
-4% -$188K 0.19% 77
2020
Q4
$4.75M Sell
60,804
-3,771
-6% -$288K 0.22% 77
2020
Q3
$5.11M Sell
64,575
-1,758
-3% -$138K 0.25% 73
2020
Q2
$4.89M Sell
66,333
-1,859
-3% -$140K 0.26% 72
2020
Q1
$5.01M Buy
68,192
+3,863
+6% +$304K 0.32% 67
2019
Q4
$5.58M Buy
64,329
+572
+0.9% +$47K 0.31% 76
2019
Q3
$5.12M Sell
63,757
-1,467
-2% -$118K 0.29% 82
2019
Q2
$5.22M Sell
65,224
-6,153
-9% -$471K 0.3% 82
2019
Q1
$5.67M Buy
71,377
+118
+0.2% +$8.83K 0.34% 80
2018
Q4
$5.2M Sell
71,259
-1,015
-1% -$71.7K 0.36% 81
2018
Q3
$4.89M Buy
72,274
+7,319
+11% +$466K 0.29% 94
2018
Q2
$3.76M Sell
64,955
-3,890
-6% -$219K 0.25% 100
2018
Q1
$3.58M Sell
68,845
-30,079
-30% -$1.62M 0.24% 107
2017
Q4
$5.31M Sell
98,924
-24,610
-20% -$1.36M 0.36% 91
2017
Q3
$7.55M Sell
123,534
-10,271
-8% -$623K 0.54% 72
2017
Q2
$8.18M Sell
133,805
-16,230
-11% -$988K 0.59% 63
2017
Q1
$9.1M Sell
150,035
-6,679
-4% -$405K 0.68% 53
2016
Q4
$8.8M Sell
156,714
-2,592
-2% -$152K 0.69% 45
2016
Q3
$9.49M Sell
159,306
-5,988
-4% -$350K 0.77% 31
2016
Q2
$9.09M Buy
165,294
+14,950
+10% +$796K 0.74% 36
2016
Q1
$7.59M Sell
150,344
-2,239
-1% -$110K 1.14% 22
2015
Q4
$7.69M Sell
152,583
-21,266
-12% -$1.07M 1.1% 23
2015
Q3
$8.19M Buy
173,849
+5,508
+3% +$293K 1.16% 20
2015
Q2
$9.14M Sell
168,341
-35
-0% -$1.96K 1.18% 18
2015
Q1
$9.23M Sell
168,376
-365
-0.2% -$20.7K 1.16% 20
2014
Q4
$9.14M Buy
168,741
+6,243
+4% +$348K 1.15% 19
2014
Q3
$9.19M Buy
162,498
+5,140
+3% +$289K 1.21% 19
2014
Q2
$8.69M Buy
157,358
+3,799
+2% +$207K 1.15% 20
2014
Q1
$8.32M Buy
153,559
+14,832
+11% +$768K 1.11% 20
2013
Q4
$6.63M Buy
138,727
+3,036
+2% +$139K 0.91% 33
2013
Q3
$6.16M Buy
135,691
+1,271
+0.9% +$58K 0.93% 31
2013
Q2
$5.96M Buy
+134,420
New +$6M 0.92% 31

Other funds holding MRK

Boston Financial Management's MRK Position: Q4 2024 in Review

Boston Financial Management increased its Merck (MRK) stake by 3.4% in Q4 2024, buying an estimated $276K and bringing the position to 80,341 shares worth $7.99M. The position accounts for 0.24% of the portfolio, ranked #79.

Boston Financial Management first reported a position in MRK in Q2 2013 and has held it in 47 quarters since. The position peaked at $10.1M in Q2 2024. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Boston Financial Management held 80,341 shares of Merck worth $7.99M as of Q4 2024.
  • Boston Financial Management bought 2,674 Merck shares in Q4 2024, an estimated $276K.
  • Merck made up 0.24% of Boston Financial Management's portfolio in Q4 2024, its #79 holding.
  • Boston Financial Management first reported a position in Merck in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's Merck position peaked at $10.1M in Q2 2024.
  • 3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.