Cetera 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
Q1 | $30.1M | Buy |
228,472
+108,152
| +90% | +$13.3M | 0.24% | 86 |
|
|
2023
Q4 | $13.1M | Buy |
120,320
+1,896
| +2% | +$197K | 0.18% | 119 |
|
|
2023
Q3 | $12.2M | Buy |
118,424
+4,556
| +4% | +$491K | 0.19% | 114 |
|
|
2023
Q2 | $13.1M | Buy |
113,868
+8,326
| +8% | +$945K | 0.21% | 108 |
|
|
2023
Q1 | $11.2M | Sell |
105,542
-14,564
| -12% | -$1.57M | 0.19% | 120 |
|
|
2022
Q4 | $13.3M | Buy |
120,106
+25,519
| +27% | +$2.61M | 0.24% | 90 |
|
|
2022
Q3 | $8.15M | Sell |
94,587
-5,733
| -6% | -$512K | 0.22% | 107 |
|
|
2022
Q2 | $9.15M | Buy |
100,320
+8,812
| +10% | +$781K | 0.21% | 107 |
|
|
2022
Q1 | $7.51M | Buy |
91,508
+3,636
| +4% | +$287K | 0.15% | 140 |
|
|
2021
Q4 | $6.74M | Sell |
87,872
-12,022
| -12% | -$958K | 0.14% | 155 |
|
|
2021
Q3 | $7.5M | Buy |
99,894
+16,053
| +19% | +$1.22M | 0.15% | 149 |
|
|
2021
Q2 | $6.52M | Sell |
83,841
-111
| -0.1% | -$8.26K | 0.15% | 140 |
|
|
2021
Q1 | $6.17M | Buy |
83,952
+11,888
| +16% | +$877K | 0.17% | 130 |
|
|
2020
Q4 | $5.63M | Buy |
72,064
+5,247
| +8% | +$401K | 0.18% | 115 |
|
|
2020
Q3 | $5.29M | Buy |
66,817
+1,902
| +3% | +$149K | 0.2% | 106 |
|
|
2020
Q2 | $4.79M | Buy |
64,915
+3,351
| +5% | +$252K | 0.2% | 104 |
|
|
2020
Q1 | $4.52M | Buy |
61,564
+230
| +0.4% | +$18.1K | 0.24% | 92 |
|
|
2019
Q4 | $5.32M | Sell |
61,334
-899
| -1% | -$73.8K | 0.23% | 99 |
|
|
2019
Q3 | $5M | Sell |
62,233
-2,256
| -3% | -$181K | 0.22% | 103 |
|
|
2019
Q2 | $5.17M | Buy |
64,489
+9,138
| +17% | +$700K | 0.23% | 102 |
|
|
2019
Q1 | $4.39M | Buy |
55,351
+1,273
| +2% | +$95.2K | 0.22% | 110 |
|
|
2018
Q4 | $3.94M | Sell |
54,078
-2,245
| -4% | -$158K | 0.23% | 105 |
|
|
2018
Q3 | $3.81M | Buy |
56,323
+13,278
| +31% | +$846K | 0.19% | 124 |
|
|
2018
Q2 | $2.49M | Sell |
43,045
-324
| -0.7% | -$18.3K | 0.14% | 156 |
|
|
2018
Q1 | $2.25M | Sell |
43,369
-1,899
| -4% | -$103K | 0.14% | 168 |
|
|
2017
Q4 | $2.42M | Sell |
45,268
-5,198
| -10% | -$288K | 0.15% | 144 |
|
|
2017
Q3 | $3.08M | Sell |
50,466
-532
| -1% | -$32.3K | 0.19% | 128 |
|
|
2017
Q2 | $3.12M | Sell |
50,998
-3,005
| -6% | -$183K | 0.2% | 121 |
|
|
2017
Q1 | $3.27M | Buy |
54,003
+2,368
| +5% | +$144K | 0.22% | 103 |
|
|
2016
Q4 | $2.9M | Buy |
51,635
+630
| +1% | +$36.9K | 0.22% | 108 |
|
|
2016
Q3 | $3.03M | Sell |
51,005
-755
| -1% | -$44.2K | 0.23% | 96 |
|
|
2016
Q2 | $2.85M | Sell |
51,760
-1,189
| -2% | -$63.3K | 0.22% | 106 |
|
|
2016
Q1 | $2.67M | Sell |
52,949
-512
| -1% | -$25.1K | 0.22% | 109 |
|
|
2015
Q4 | $2.7M | Buy |
53,461
+3,468
| +7% | +$175K | 0.23% | 107 |
|
|
2015
Q3 | $2.36M | Buy |
49,993
+3,294
| +7% | +$175K | 0.22% | 112 |
|
|
2015
Q2 | $2.53M | Buy |
46,699
+6,940
| +17% | +$389K | 0.22% | 119 |
|
|
2015
Q1 | $2.17M | Buy |
39,759
+1,566
| +4% | +$88.7K | 0.2% | 129 |
|
|
2014
Q4 | $2.07M | Buy |
38,193
+233
| +0.6% | +$13K | 0.2% | 123 |
|
|
2014
Q3 | $2.14M | Buy |
37,960
+2,769
| +8% | +$155K | 0.16% | 112 |
|
|
2014
Q2 | $1.94M | Sell |
35,191
-67
| -0.2% | -$3.65K | 0.22% | 117 |
|
|
2014
Q1 | $1.91M | Buy |
35,258
+3,891
| +12% | +$201K | 0.26% | 87 |
|
|
2013
Q4 | $1.5M | Sell |
31,367
-3,592
| -10% | -$164K | 0.22% | 111 |
|
|
2013
Q3 | $1.59M | Buy |
34,959
+5,507
| +19% | +$251K | 0.28% | 87 |
|
|
2013
Q2 | $1.31M | Buy |
+29,452
| New | +$1.32M | 0.27% | 103 |
|
Other funds holding MRK
Cetera Advisors's MRK Position: Q1 2024 in Review
Cetera Advisors increased its Merck (MRK) stake by 90% in Q1 2024, buying an estimated $13.3M and bringing the position to 228,472 shares worth $30.1M. The position accounts for 0.24% of the portfolio, ranked #86.
Cetera Advisors first reported a position in MRK in Q2 2013 and has held it in 44 quarters since. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.
- Cetera Advisors held 228,472 shares of Merck worth $30.1M as of Q1 2024.
- Cetera Advisors bought 108,152 Merck shares in Q1 2024, an estimated $13.3M.
- Merck made up 0.24% of Cetera Advisors's portfolio in Q1 2024, its #86 holding.
- Cetera Advisors first reported a position in Merck in Q2 2013 and has held it in 44 quarters since.
- 3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.