Creative Planning’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.8M | Sell |
944,651
-53,546
| -5% | -$4.24M | 0.06% | 126 |
|
|
2025
Q1 | $89.6M | Buy |
998,197
+76,474
| +8% | +$6.86M | 0.08% | 103 |
|
|
2024
Q4 | $91.7M | Buy |
921,723
+79,251
| +9% | +$7.88M | 0.09% | 98 |
|
|
2024
Q3 | $95.7M | Sell |
842,472
-24,731
| -3% | -$2.81M | 0.09% | 94 |
|
|
2024
Q2 | $107M | Buy |
867,203
+40,668
| +5% | +$5.03M | 0.11% | 83 |
|
|
2024
Q1 | $109M | Buy |
826,535
+39,464
| +5% | +$5.21M | 0.12% | 76 |
|
|
2023
Q4 | $85.8M | Sell |
787,071
-106,168
| -12% | -$11.6M | 0.16% | 84 |
|
|
2023
Q3 | $92M | Buy |
893,239
+193,564
| +28% | +$19.9M | 0.12% | 82 |
|
|
2023
Q2 | $80.7M | Buy |
699,675
+18,146
| +3% | +$2.09M | 0.11% | 88 |
|
|
2023
Q1 | $72.5M | Buy |
681,529
+8,241
| +1% | +$877K | 0.1% | 90 |
|
|
2022
Q4 | $74.7M | Sell |
673,288
-4,946
| -0.7% | -$549K | 0.11% | 88 |
|
|
2022
Q3 | $58.4M | Sell |
678,234
-13,632
| -2% | -$1.17M | 0.1% | 89 |
|
|
2022
Q2 | $63.1M | Buy |
691,866
+36,957
| +6% | +$3.37M | 0.1% | 91 |
|
|
2022
Q1 | $53.7M | Buy |
654,909
+196,813
| +43% | +$16.1M | 0.08% | 105 |
|
|
2021
Q4 | $35.1M | Sell |
458,096
-21,551
| -4% | -$1.65M | 0.06% | 122 |
|
|
2021
Q3 | $36M | Buy |
479,647
+49,967
| +12% | +$3.75M | 0.06% | 113 |
|
|
2021
Q2 | $33.4M | Sell |
429,680
-12,353
| -3% | -$961K | 0.06% | 115 |
|
|
2021
Q1 | $34.1M | Sell |
442,033
-3,290
| -0.7% | -$254K | 0.07% | 112 |
|
|
2020
Q4 | $36.4M | Buy |
445,323
+19,666
| +5% | +$1.61M | 0.08% | 98 |
|
|
2020
Q3 | $35.3M | Buy |
425,657
+23,230
| +6% | +$1.93M | 0.09% | 89 |
|
|
2020
Q2 | $31.1M | Buy |
402,427
+18,420
| +5% | +$1.42M | 0.09% | 91 |
|
|
2020
Q1 | $29.5M | Sell |
384,007
-21,217
| -5% | -$1.63M | 0.1% | 79 |
|
|
2019
Q4 | $36.9M | Buy |
405,224
+13,288
| +3% | +$1.21M | 0.11% | 79 |
|
|
2019
Q3 | $33M | Buy |
391,936
+50
| +0% | +$4.21K | 0.11% | 82 |
|
|
2019
Q2 | $32.9M | Buy |
391,886
+6,756
| +2% | +$566K | 0.11% | 77 |
|
|
2019
Q1 | $32M | Buy |
385,130
+169
| +0% | +$14.1K | 0.12% | 77 |
|
|
2018
Q4 | $29.4M | Buy |
384,961
+27,540
| +8% | +$2.1M | 0.12% | 72 |
|
|
2018
Q3 | $25.4M | Buy |
357,421
+31,031
| +10% | +$2.2M | 0.09% | 86 |
|
|
2018
Q2 | $19.8M | Buy |
326,390
+9,744
| +3% | +$591K | 0.08% | 92 |
|
|
2018
Q1 | $17.2M | Sell |
316,646
-9,192
| -3% | -$501K | 0.07% | 99 |
|
|
2017
Q4 | $18.3M | Buy |
325,838
+5,730
| +2% | +$322K | 0.08% | 95 |
|
|
2017
Q3 | $20.5M | Buy |
320,108
+1,471
| +0.5% | +$94.2K | 0.1% | 92 |
|
|
2017
Q2 | $20.4M | Sell |
318,637
-191
| -0.1% | -$12.2K | 0.1% | 87 |
|
|
2017
Q1 | $20.3M | Sell |
318,828
-17,987
| -5% | -$1.14M | 0.11% | 86 |
|
|
2016
Q4 | $19.8M | Buy |
336,815
+22,437
| +7% | +$1.32M | 0.12% | 84 |
|
|
2016
Q3 | $19.6M | Buy |
314,378
+21,314
| +7% | +$1.33M | 0.12% | 83 |
|
|
2016
Q2 | $16.9M | Buy |
293,064
+5,922
| +2% | +$341K | 0.12% | 77 |
|
|
2016
Q1 | $15.2M | Buy |
287,142
+4,288
| +2% | +$227K | 0.12% | 81 |
|
|
2015
Q4 | $14.9M | Buy |
282,854
+6,997
| +3% | +$370K | 0.12% | 83 |
|
|
2015
Q3 | $13.6M | Buy |
275,857
+9,796
| +4% | +$484K | 0.12% | 83 |
|
|
2015
Q2 | $15.1M | Buy |
266,061
+14,354
| +6% | +$817K | 0.14% | 73 |
|
|
2015
Q1 | $14.5M | Buy |
251,707
+20,677
| +9% | +$1.19M | 0.14% | 73 |
|
|
2014
Q4 | $13.1M | Buy |
231,030
+20,124
| +10% | +$1.14M | 0.14% | 75 |
|
|
2014
Q3 | $12.5M | Buy |
210,906
+21,208
| +11% | +$1.26M | 0.15% | 73 |
|
|
2014
Q2 | $11M | Sell |
189,698
-2,005
| -1% | -$116K | 0.14% | 75 |
|
|
2014
Q1 | $10.9M | Buy |
191,703
+2,425
| +1% | +$138K | 0.16% | 65 |
|
|
2013
Q4 | $9.47M | Buy |
189,278
+19,059
| +11% | +$954K | 0.16% | 66 |
|
|
2013
Q3 | $8.1M | Buy |
170,219
+10,712
| +7% | +$510K | 0.16% | 65 |
|
|
2013
Q2 | $7.41M | Buy |
+159,507
| New | +$7.41M | 0.17% | 58 |
|