Bragg Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16M | Sell |
133,013
-13,443
| -9% | -$1.55M | 0.51% | 74 |
|
|
2025
Q4 | $15.4M | Sell |
146,456
-1,222
| -0.8% | -$115K | 0.5% | 77 |
|
|
2025
Q3 | $12.4M | Buy |
147,678
+1,203
| +0.8% | +$99.1K | 0.41% | 91 |
|
|
2025
Q2 | $11.6M | Buy |
146,475
+4,740
| +3% | +$377K | 0.41% | 91 |
|
|
2025
Q1 | $12.7M | Buy |
141,735
+1,251
| +0.9% | +$117K | 0.52% | 79 |
|
|
2024
Q4 | $14M | Sell |
140,484
-1,193
| -0.8% | -$123K | 0.57% | 68 |
|
|
2024
Q3 | $16.1M | Buy |
141,677
+202
| +0.1% | +$24K | 0.66% | 51 |
|
|
2024
Q2 | $17.5M | Sell |
141,475
-1,696
| -1% | -$218K | 0.78% | 38 |
|
|
2024
Q1 | $18.9M | Sell |
143,171
-2,745
| -2% | -$338K | 0.85% | 35 |
|
|
2023
Q4 | $15.9M | Sell |
145,916
-2,633
| -2% | -$273K | 0.76% | 44 |
|
|
2023
Q3 | $15.3M | Sell |
148,549
-3,641
| -2% | -$392K | 0.81% | 38 |
|
|
2023
Q2 | $17.6M | Sell |
152,190
-233
| -0.2% | -$26.5K | 0.96% | 23 |
|
|
2023
Q1 | $16.2M | Sell |
152,423
-389
| -0.3% | -$42K | 0.96% | 24 |
|
|
2022
Q4 | $17M | Buy |
152,812
+1,110
| +0.7% | +$113K | 1.03% | 21 |
|
|
2022
Q3 | $13.1M | Sell |
151,702
-230
| -0.2% | -$20.5K | 0.9% | 30 |
|
|
2022
Q2 | $13.9M | Buy |
151,932
+1,996
| +1% | +$177K | 0.92% | 28 |
|
|
2022
Q1 | $12.3M | Buy |
149,936
+7,249
| +5% | +$572K | 0.72% | 53 |
|
|
2021
Q4 | $10.7M | Hold |
142,687
| – | – | 0.69% | 58 |
|
|
2021
Q3 | $10.7M | Buy |
142,687
+4,234
| +3% | +$322K | 0.69% | 58 |
|
|
2021
Q2 | $10.8M | Sell |
138,453
-1,763
| -1% | -$131K | 0.69% | 57 |
|
|
2021
Q1 | $10.3M | Buy |
140,216
+3,326
| +2% | +$245K | 0.69% | 61 |
|
|
2020
Q4 | $10.7M | Buy |
136,890
+1,629
| +1% | +$125K | 0.93% | 37 |
|
|
2020
Q3 | $10.7M | Buy |
135,261
+771
| +0.6% | +$60.4K | 1.1% | 28 |
|
|
2020
Q2 | $9.92M | Buy |
134,490
+2,623
| +2% | +$197K | 1.1% | 27 |
|
|
2020
Q1 | $9.68M | Buy |
131,867
+3,460
| +3% | +$272K | 1.3% | 14 |
|
|
2019
Q4 | $11.1M | Buy |
128,407
+1,196
| +0.9% | +$98.2K | 1.25% | 15 |
|
|
2019
Q3 | $10.2M | Buy |
127,211
+1,691
| +1% | +$136K | 1.24% | 16 |
|
|
2019
Q2 | $10M | Buy |
125,520
+736
| +0.6% | +$56.4K | 1.24% | 14 |
|
|
2019
Q1 | $9.9M | Buy |
124,784
+1,039
| +0.8% | +$77.7K | 1.29% | 12 |
|
|
2018
Q4 | $9.02M | Buy |
123,745
+533
| +0.4% | +$37.6K | 1.36% | 11 |
|
|
2018
Q3 | $8.34M | Buy |
123,212
+263
| +0.2% | +$16.8K | 1.12% | 24 |
|
|
2018
Q2 | $7.12M | Buy |
122,949
+3,787
| +3% | +$214K | 1.02% | 25 |
|
|
2018
Q1 | $6.19M | Buy |
119,162
+2,979
| +3% | +$161K | 0.91% | 33 |
|
|
2017
Q4 | $6.24M | Buy |
116,183
+182
| +0.2% | +$10.1K | 0.9% | 34 |
|
|
2017
Q3 | $7.09M | Buy |
116,001
+855
| +0.7% | +$51.8K | 1.09% | 22 |
|
|
2017
Q2 | $7.04M | Buy |
115,146
+1,821
| +2% | +$111K | 1.11% | 15 |
|
|
2017
Q1 | $6.87M | Buy |
113,325
+2,060
| +2% | +$125K | 1.1% | 16 |
|
|
2016
Q4 | $6.25M | Buy |
111,265
+2,641
| +2% | +$155K | 1.03% | 17 |
|
|
2016
Q3 | $6.47M | Buy |
108,624
+1,729
| +2% | +$101K | 1.16% | 13 |
|
|
2016
Q2 | $5.88M | Buy |
106,895
+2,107
| +2% | +$112K | 1.06% | 16 |
|
|
2016
Q1 | $5.29M | Buy |
104,788
+4,249
| +4% | +$208K | 1.02% | 18 |
|
|
2015
Q4 | $5.07M | Buy |
100,539
+730
| +0.7% | +$36.8K | 1.09% | 16 |
|
|
2015
Q3 | $4.7M | Buy |
99,809
+4,310
| +5% | +$229K | 1.13% | 19 |
|
|
2015
Q2 | $5.19M | Buy |
95,499
+1,895
| +2% | +$106K | 1.19% | 13 |
|
|
2015
Q1 | $5.13M | Buy |
93,604
+3,679
| +4% | +$208K | 1.18% | 13 |
|
|
2014
Q4 | $4.87M | Sell |
89,925
-3,833
| -4% | -$214K | 1.18% | 15 |
|
|
2014
Q3 | $5.3M | Sell |
93,758
-1,479
| -2% | -$83K | 1.34% | 8 |
|
|
2014
Q2 | $5.26M | Sell |
95,237
-165
| -0.2% | -$9K | 1.26% | 11 |
|
|
2014
Q1 | $5.17M | Sell |
95,402
-2,981
| -3% | -$154K | 1.26% | 11 |
|
|
2013
Q4 | $4.7M | Buy |
98,383
+163
| +0.2% | +$7.45K | 1.14% | 13 |
|
|
2013
Q3 | $4.46M | Buy |
98,220
+1,046
| +1% | +$47.8K | 1.16% | 13 |
|
|
2013
Q2 | $4.31M | Buy |
+97,174
| New | +$4.34M | 1.18% | 14 |
|
Other funds holding MRK
VCM
VPM
