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