Crescent Grove Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$664K Buy
8,301
+35
+0.4% +$2.8K 0.06% 146
2025
Q1
$749K Sell
8,266
-557
-6% -$50.4K 0.08% 127
2024
Q4
$884K Buy
8,823
+508
+6% +$50.9K 0.09% 118
2024
Q3
$951K Sell
8,315
-479
-5% -$54.8K 0.1% 118
2024
Q2
$1.1M Sell
8,794
-6,113
-41% -$762K 0.12% 107
2024
Q1
$1.97M Buy
14,907
+3
+0% +$397 0.21% 74
2023
Q4
$1.64M Buy
14,904
+2
+0% +$220 0.18% 80
2023
Q3
$1.54M Buy
14,902
+121
+0.8% +$12.5K 0.19% 79
2023
Q2
$1.72M Sell
14,781
-2,272
-13% -$264K 0.18% 74
2023
Q1
$1.83M Sell
17,053
-2,443
-13% -$262K 0.21% 66
2022
Q4
$2.18M Sell
19,496
-131
-0.7% -$14.6K 0.23% 67
2022
Q3
$1.7M Buy
19,627
+1,708
+10% +$148K 0.2% 63
2022
Q2
$1.65M Sell
17,919
-2,217
-11% -$204K 0.17% 65
2022
Q1
$1.67M Buy
20,136
+2,927
+17% +$242K 0.16% 70
2021
Q4
$1.33M Buy
17,209
+442
+3% +$34.2K 0.12% 91
2021
Q3
$1.27M Buy
16,767
+49
+0.3% +$3.71K 0.13% 89
2021
Q2
$1.31M Buy
16,718
+759
+5% +$59.5K 0.14% 86
2021
Q1
$1.18M Buy
15,959
+1,059
+7% +$78.5K 0.14% 82
2020
Q4
$1.17M Buy
14,900
+300
+2% +$23.6K 0.15% 71
2020
Q3
$1.16M Buy
14,600
+3
+0% +$239 0.23% 52
2020
Q2
$1.09M Buy
14,597
+36
+0.2% +$2.68K 0.23% 53
2020
Q1
$1.08M Sell
14,561
-66
-0.5% -$4.88K 0.24% 51
2019
Q4
$1.28M Buy
14,627
+3
+0% +$262 0.22% 59
2019
Q3
$1.18M Sell
14,624
-114
-0.8% -$9.21K 0.23% 57
2019
Q2
$1.19M Buy
14,738
+328
+2% +$26.4K 0.22% 55
2019
Q1
$1.15M Buy
14,410
+71
+0.5% +$5.67K 0.24% 50
2018
Q4
$1.05M Buy
14,339
+81
+0.6% +$5.95K 0.22% 55
2018
Q3
$972K Buy
14,258
+3
+0% +$205 0.21% 58
2018
Q2
$832K Buy
14,255
+3
+0% +$175 0.21% 61
2018
Q1
$747K Buy
14,252
+565
+4% +$29.6K 0.18% 62
2017
Q4
$741K Sell
13,687
-130
-0.9% -$7.04K 0.19% 65
2017
Q3
$850K Sell
13,817
-3,904
-22% -$240K 0.22% 58
2017
Q2
$1.09M Buy
+17,721
New +$1.09M 0.31% 46