Cascade Investment Advisors’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 | – | Sell |
-1,893
| Closed | -$215K | – | 116 |
|
|
2024
Q3 | $215K | Hold |
1,893
| – | – | 0.14% | 109 |
|
|
2024
Q2 | $234K | Hold |
1,893
| – | – | 0.16% | 107 |
|
|
2024
Q1 | $250K | Hold |
1,893
| – | – | 0.16% | 108 |
|
|
2023
Q4 | $206K | Buy |
+1,893
| New | +$196K | 0.15% | 109 |
|
|
2023
Q3 | – | Sell |
-1,893
| Closed | -$218K | – | 113 |
|
|
2023
Q2 | $218K | Buy |
1,893
+47
| +3% | +$5.34K | 0.16% | 110 |
|
|
2023
Q1 | $196K | Buy |
1,846
+1
| +0.1% | +$108 | 0.16% | 104 |
|
|
2022
Q4 | $205K | Buy |
+1,845
| New | +$189K | 0.17% | 108 |
|
|
2022
Q3 | – | Sell |
-1,845
| Closed | -$168K | – | 174 |
|
|
2022
Q2 | $168K | Hold |
1,845
| – | – | 0.13% | 113 |
|
|
2022
Q1 | $151K | Buy |
1,845
+40
| +2% | +$3.15K | 0.09% | 124 |
|
|
2021
Q4 | $138K | Hold |
1,805
| – | – | 0.08% | 128 |
|
|
2021
Q3 | $136K | Hold |
1,805
| – | – | 0.09% | 123 |
|
|
2021
Q2 | $140K | Sell |
1,805
-87
| -5% | -$6.47K | 0.09% | 121 |
|
|
2021
Q1 | $139K | Buy |
1,892
+13
| +0.7% | +$959 | 0.09% | 120 |
|
|
2020
Q4 | $147K | Hold |
1,879
| – | – | 0.11% | 116 |
|
|
2020
Q3 | $149K | Hold |
1,879
| – | – | 0.13% | 113 |
|
|
2020
Q2 | $139K | Hold |
1,879
| – | – | 0.13% | 107 |
|
|
2020
Q1 | $138K | Hold |
1,879
| – | – | 0.15% | 104 |
|
|
2019
Q4 | $163K | Sell |
1,879
-30
| -2% | -$2.46K | 0.12% | 109 |
|
|
2019
Q3 | $153K | Buy |
1,909
+30
| +2% | +$2.4K | 0.12% | 108 |
|
|
2019
Q2 | $150K | Sell |
1,879
-943
| -33% | -$72.2K | 0.13% | 107 |
|
|
2019
Q1 | $224K | Sell |
2,822
-157
| -5% | -$11.7K | 0.2% | 96 |
|
|
2018
Q4 | $217K | Sell |
2,979
-105
| -3% | -$7.41K | 0.22% | 91 |
|
|
2018
Q3 | $209K | Sell |
3,084
-47
| -2% | -$2.99K | 0.18% | 96 |
|
|
2018
Q2 | $181K | Buy |
3,131
+1,292
| +70% | +$72.9K | 0.16% | 98 |
|
|
2018
Q1 | $95.6K | Buy |
1,839
+29
| +2% | +$1.57K | 0.08% | 110 |
|
|
2017
Q4 | $97.2K | Hold |
1,810
| – | – | 0.08% | 111 |
|
|
2017
Q3 | $111K | Hold |
1,810
| – | – | 0.09% | 105 |
|
|
2017
Q2 | $111K | Buy |
1,810
+243
| +16% | +$14.8K | 0.09% | 105 |
|
|
2017
Q1 | $95K | Sell |
1,567
-841
| -35% | -$51K | 0.08% | 98 |
|
|
2016
Q4 | $135K | Buy |
+2,408
| New | +$141K | 0.12% | 91 |
|
|
2016
Q2 | $139K | Buy |
+2,524
| New | +$134K | 0.13% | 82 |
|
Other funds holding MRK
Cascade Investment Advisors's MRK Position: Q4 2024 in Review
Cascade Investment Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 1,893 shares — an estimated $215K sold.
Cascade Investment Advisors first reported a position in MRK in Q2 2016 and held it in 31 quarters. The position peaked at $250K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.
- Cascade Investment Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
- Cascade Investment Advisors sold 1,893 Merck shares in Q4 2024, an estimated $215K.
- Cascade Investment Advisors first reported a position in Merck in Q2 2016 and held it in 31 quarters.
- Cascade Investment Advisors's Merck position peaked at $250K in Q1 2024.
- 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.
Based on Cascade Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.