Buckingham Strategic Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $14M | Sell |
113,108
-2,897
| -2% | -$359K | 0.14% | 76 |
|
2024
Q1 | $15.3M | Sell |
116,005
-8,509
| -7% | -$1.12M | 0.16% | 75 |
|
2023
Q4 | $13.6M | Sell |
124,514
-3,574
| -3% | -$390K | 0.16% | 79 |
|
2023
Q3 | $13.2M | Sell |
128,088
-5,880
| -4% | -$605K | 0.19% | 69 |
|
2023
Q2 | $15.5M | Buy |
133,968
+32,547
| +32% | +$3.76M | 0.22% | 56 |
|
2023
Q1 | $11.3M | Hold |
101,421
| – | – | 0.2% | 61 |
|
2022
Q4 | $11.3M | Buy |
101,421
+10,558
| +12% | +$1.17M | 0.2% | 61 |
|
2022
Q3 | $7.83M | Buy |
90,863
+2,480
| +3% | +$214K | 0.16% | 74 |
|
2022
Q2 | $8.06M | Buy |
88,383
+11,932
| +16% | +$1.09M | 0.16% | 74 |
|
2022
Q1 | $6.27M | Sell |
76,451
-274
| -0.4% | -$22.5K | 0.12% | 88 |
|
2021
Q4 | $5.88M | Buy |
76,725
+740
| +1% | +$56.7K | 0.11% | 93 |
|
2021
Q3 | $5.71M | Buy |
75,985
+6,635
| +10% | +$498K | 0.12% | 98 |
|
2021
Q2 | $5.39M | Buy |
69,350
+3,380
| +5% | +$263K | 0.13% | 97 |
|
2021
Q1 | $4.85M | Sell |
65,970
-19
| -0% | -$1.4K | 0.24% | 91 |
|
2020
Q4 | $5.15M | Buy |
65,989
+12,684
| +24% | +$990K | 0.27% | 85 |
|
2020
Q3 | $4.22M | Buy |
53,305
+2,159
| +4% | +$171K | 0.32% | 67 |
|
2020
Q2 | $3.77M | Sell |
51,146
-7,787
| -13% | -$575K | 0.36% | 63 |
|
2020
Q1 | $4.33M | Buy |
58,933
+1,408
| +2% | +$103K | 0.42% | 53 |
|
2019
Q4 | $4.99M | Buy |
57,525
+1,610
| +3% | +$140K | 0.48% | 52 |
|
2019
Q3 | $4.49M | Buy |
55,915
+11,924
| +27% | +$958K | 0.49% | 48 |
|
2019
Q2 | $3.52M | Buy |
43,991
+7,375
| +20% | +$590K | 0.38% | 60 |
|
2019
Q1 | $2.91M | Buy |
36,616
+2,662
| +8% | +$211K | 0.37% | 65 |
|
2018
Q4 | $2.48M | Buy |
33,954
+4,304
| +15% | +$314K | 0.38% | 55 |
|
2018
Q3 | $2.01M | Sell |
29,650
-3,582
| -11% | -$242K | 0.31% | 71 |
|
2018
Q2 | $1.93M | Buy |
33,232
+7,004
| +27% | +$406K | 0.31% | 72 |
|
2018
Q1 | $1.36M | Buy |
26,228
+362
| +1% | +$18.8K | 0.27% | 84 |
|
2017
Q4 | $1.39M | Buy |
25,866
+5,364
| +26% | +$288K | 0.29% | 82 |
|
2017
Q3 | $1.25M | Buy |
20,502
+1,237
| +6% | +$75.6K | 0.3% | 79 |
|
2017
Q2 | $1.18M | Buy |
19,265
+1,031
| +6% | +$63K | 0.28% | 87 |
|
2017
Q1 | $1.11M | Sell |
18,234
-3,194
| -15% | -$194K | 0.32% | 67 |
|
2016
Q4 | $1.2M | Sell |
21,428
-6,571
| -23% | -$369K | 0.39% | 55 |
|
2016
Q3 | $1.67M | Buy |
27,999
+4,608
| +20% | +$274K | 0.56% | 39 |
|
2016
Q2 | $1.29M | Sell |
23,391
-173
| -0.7% | -$9.51K | 0.44% | 45 |
|
2016
Q1 | $1.19M | Buy |
23,564
+5,546
| +31% | +$280K | 0.39% | 52 |
|
2015
Q4 | $908K | Buy |
18,018
+888
| +5% | +$44.8K | 0.3% | 59 |
|
2015
Q3 | $807K | Buy |
17,130
+1,391
| +9% | +$65.5K | 0.28% | 64 |
|
2015
Q2 | $855K | Sell |
15,739
-1,296
| -8% | -$70.4K | 0.28% | 67 |
|
2015
Q1 | $934K | Buy |
17,035
+353
| +2% | +$19.4K | 0.35% | 54 |
|
2014
Q4 | $904K | Buy |
16,682
+1,661
| +11% | +$90K | 0.35% | 56 |
|
2014
Q3 | $850K | Buy |
15,021
+1,839
| +14% | +$104K | 0.35% | 53 |
|
2014
Q2 | $728K | Buy |
13,182
+372
| +3% | +$20.5K | 0.32% | 59 |
|
2014
Q1 | $694K | Buy |
12,810
+296
| +2% | +$16K | 0.32% | 56 |
|
2013
Q4 | $598K | Buy |
12,514
+665
| +6% | +$31.8K | 0.28% | 62 |
|
2013
Q3 | $538K | Buy |
11,849
+295
| +3% | +$13.4K | 0.29% | 63 |
|
2013
Q2 | $512K | Buy |
+11,554
| New | +$512K | 0.29% | 61 |
|