Charter Research & Investment Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.68M Sell
33,802
-836
-2% -$66.2K 2% 16
2025
Q1
$3.11M Hold
34,638
2.38% 13
2024
Q4
$3.45M Sell
34,638
-75
-0.2% -$7.46K 2.62% 12
2024
Q3
$3.94M Sell
34,713
-225
-0.6% -$25.6K 2.91% 9
2024
Q2
$4.33M Sell
34,938
-466
-1% -$57.7K 3.41% 5
2024
Q1
$4.67M Buy
35,404
+502
+1% +$66.2K 3.7% 5
2023
Q4
$3.81M Hold
34,902
3.16% 6
2023
Q3
$3.59M Sell
34,902
-440
-1% -$45.3K 3.23% 7
2023
Q2
$4.08M Sell
35,342
-225
-0.6% -$26K 3.38% 6
2023
Q1
$3.78M Buy
35,567
+30
+0.1% +$3.19K 3.31% 7
2022
Q4
$3.94M Sell
35,537
-40
-0.1% -$4.44K 3.78% 6
2022
Q3
$3.06M Sell
35,577
-1,210
-3% -$104K 3.1% 9
2022
Q2
$3.35M Sell
36,787
-40
-0.1% -$3.65K 3.05% 9
2022
Q1
$3.02M Sell
36,827
-940
-2% -$77.1K 2.45% 11
2021
Q4
$2.89M Buy
37,767
+50
+0.1% +$3.83K 2.28% 14
2021
Q3
$2.83M Buy
37,717
+200
+0.5% +$15K 2.35% 15
2021
Q2
$2.92M Sell
37,517
-2,464
-6% -$192K 2.42% 15
2021
Q1
$2.94M Buy
39,981
+340
+0.9% +$25K 2.57% 10
2020
Q4
$3.09M Buy
39,641
+247
+0.6% +$19.3K 2.98% 8
2020
Q3
$3.12M Sell
39,394
-1,226
-3% -$97K 3.41% 7
2020
Q2
$3M Buy
40,620
+1,021
+3% +$75.3K 3.46% 7
2020
Q1
$2.91M Buy
39,599
+158
+0.4% +$11.6K 3.83% 7
2019
Q4
$3.42M Sell
39,441
-20
-0.1% -$1.74K 3.48% 6
2019
Q3
$3.17M Buy
39,461
+1,084
+3% +$87.1K 3.43% 7
2019
Q2
$3.07M Sell
38,377
-828
-2% -$66.3K 3.42% 6
2019
Q1
$3.11M Sell
39,205
-314
-0.8% -$24.9K 3.44% 5
2018
Q4
$2.88M Sell
39,519
-933
-2% -$68K 3.64% 5
2018
Q3
$2.74M Sell
40,452
-419
-1% -$28.4K 2.99% 7
2018
Q2
$2.37M Hold
40,871
2.71% 11
2018
Q1
$2.12M Buy
40,871
+334
+0.8% +$17.4K 2.54% 13
2017
Q4
$2.18M Buy
+40,537
New +$2.18M 2.44% 13
2016
Q3
$2.37M Sell
39,822
-157
-0.4% -$9.35K 2.78% 11
2016
Q2
$2.2M Buy
39,979
+281
+0.7% +$15.4K 2.51% 11
2016
Q1
$2M Sell
39,698
-865
-2% -$43.7K 2.3% 17
2015
Q4
$2.05M Buy
40,563
+529
+1% +$26.7K 2.37% 15
2015
Q3
$1.89M Sell
40,034
-241
-0.6% -$11.4K 2.49% 13
2015
Q2
$2.19M Sell
40,275
-68
-0.2% -$3.69K 2.43% 15
2015
Q1
$2.21M Buy
40,343
+550
+1% +$30.2K 2.45% 16
2014
Q4
$2.16M Buy
+39,793
New +$2.16M 2.36% 18