CFFP
Center for Financial Planning’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $924K | Sell |
11,669
-3,779
| -24% | -$299K | 0.11% | 67 |
|
|
2025
Q1 | $1.39M | Buy |
15,448
+643
| +4% | +$57.7K | 0.18% | 50 |
|
|
2024
Q4 | $1.47M | Buy |
14,805
+125
| +0.9% | +$12.4K | 0.2% | 47 |
|
|
2024
Q3 | $1.67M | Sell |
14,680
-483
| -3% | -$54.8K | 0.23% | 40 |
|
|
2024
Q2 | $1.88M | Buy |
15,163
+195
| +1% | +$24.1K | 0.27% | 33 |
|
|
2024
Q1 | $1.98M | Sell |
14,968
-76
| -0.5% | -$10K | 0.3% | 31 |
|
|
2023
Q4 | $1.64M | Buy |
15,044
+22
| +0.1% | +$2.4K | 0.3% | 34 |
|
|
2023
Q3 | $1.55M | Buy |
15,022
+789
| +6% | +$81.2K | 0.33% | 33 |
|
|
2023
Q2 | $1.64M | Buy |
14,233
+154
| +1% | +$17.8K | 0.34% | 31 |
|
|
2023
Q1 | $1.5M | Buy |
14,079
+592
| +4% | +$63K | 0.35% | 32 |
|
|
2022
Q4 | $1.5M | Sell |
13,487
-2,098
| -13% | -$233K | 0.36% | 31 |
|
|
2022
Q3 | $1.34M | Buy |
15,585
+153
| +1% | +$13.2K | 0.36% | 32 |
|
|
2022
Q2 | $1.41M | Sell |
15,432
-1,806
| -10% | -$165K | 0.36% | 31 |
|
|
2022
Q1 | $1.41M | Buy |
17,238
+1,772
| +11% | +$145K | 0.29% | 38 |
|
|
2021
Q4 | $1.19M | Buy |
15,466
+4,094
| +36% | +$314K | 0.24% | 47 |
|
|
2021
Q3 | $854K | Sell |
11,372
-2,718
| -19% | -$204K | 0.21% | 56 |
|
|
2021
Q2 | $1.1M | Buy |
14,090
+23
| +0.2% | +$1.79K | 0.27% | 46 |
|
|
2021
Q1 | $1.08M | Buy |
14,067
+571
| +4% | +$44K | 0.28% | 44 |
|
|
2020
Q4 | $1.1M | Hold |
13,496
| – | – | 0.31% | 36 |
|
|
2020
Q3 | $1.12M | Buy |
13,496
+96
| +0.7% | +$7.96K | 0.36% | 32 |
|
|
2020
Q2 | $1.04M | Sell |
13,400
-472
| -3% | -$36.5K | 0.36% | 35 |
|
|
2020
Q1 | $1.07M | Buy |
13,872
+578
| +4% | +$44.5K | 0.36% | 28 |
|
|
2019
Q4 | $1.21M | Buy |
+13,294
| New | +$1.21M | 0.3% | 28 |
|