D.B. Root & Company’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
2,817
+372
| +15% | +$29.5K | 0.07% | 177 |
|
|
2025
Q1 | $219K | Sell |
2,445
-949
| -28% | -$85.2K | 0.07% | 160 |
|
|
2024
Q4 | $338K | Buy |
3,394
+373
| +12% | +$37.1K | 0.11% | 133 |
|
|
2024
Q3 | $343K | Buy |
3,021
+30
| +1% | +$3.41K | 0.11% | 127 |
|
|
2024
Q2 | $370K | Buy |
2,991
+1,021
| +52% | +$126K | 0.13% | 138 |
|
|
2024
Q1 | $260K | Buy |
+1,970
| New | +$260K | 0.09% | 157 |
|
|
2023
Q3 | – | Sell |
-2,049
| Closed | -$236K | – | 175 |
|
|
2023
Q2 | $236K | Sell |
2,049
-537
| -21% | -$62K | 0.09% | 157 |
|
|
2023
Q1 | $275K | Buy |
2,586
+48
| +2% | +$5.11K | 0.11% | 152 |
|
|
2022
Q4 | $282K | Hold |
2,538
| – | – | 0.12% | 141 |
|
|
2022
Q3 | $218K | Sell |
2,538
-64
| -2% | -$5.5K | 0.1% | 149 |
|
|
2022
Q2 | $237K | Sell |
2,602
-371
| -12% | -$33.8K | 0.1% | 156 |
|
|
2022
Q1 | $243K | Sell |
2,973
-95
| -3% | -$7.77K | 0.09% | 164 |
|
|
2021
Q4 | $235K | Sell |
3,068
-460
| -13% | -$35.2K | 0.08% | 178 |
|
|
2021
Q3 | $264K | Buy |
3,528
+46
| +1% | +$3.44K | 0.1% | 170 |
|
|
2021
Q2 | $270K | Sell |
3,482
-334
| -9% | -$25.9K | 0.1% | 181 |
|
|
2021
Q1 | $280K | Sell |
3,816
-402
| -10% | -$29.5K | 0.11% | 180 |
|
|
2020
Q4 | $329K | Buy |
4,218
+287
| +7% | +$22.4K | 0.13% | 171 |
|
|
2020
Q3 | $311K | Sell |
3,931
-91
| -2% | -$7.2K | 0.12% | 177 |
|
|
2020
Q2 | $296K | Sell |
4,022
-1,268
| -24% | -$93.3K | 0.13% | 168 |
|
|
2020
Q1 | $388K | Sell |
5,290
-2,729
| -34% | -$200K | 0.2% | 125 |
|
|
2019
Q4 | $695K | Buy |
8,019
+182
| +2% | +$15.8K | 0.31% | 96 |
|
|
2019
Q3 | $629K | Sell |
7,837
-3,563
| -31% | -$286K | 0.29% | 104 |
|
|
2019
Q2 | $912K | Sell |
11,400
-811
| -7% | -$64.9K | 0.4% | 69 |
|
|
2019
Q1 | $969K | Sell |
12,211
-187
| -2% | -$14.8K | 0.41% | 71 |
|
|
2018
Q4 | $904K | Sell |
12,398
-216
| -2% | -$15.8K | 0.45% | 71 |
|
|
2018
Q3 | $854K | Sell |
12,614
-94
| -0.7% | -$6.36K | 0.38% | 84 |
|
|
2018
Q2 | $736K | Buy |
12,708
+95
| +0.8% | +$5.5K | 0.35% | 102 |
|
|
2018
Q1 | $656K | Buy |
12,613
+8,593
| +214% | +$447K | 0.35% | 98 |
|
|
2017
Q4 | $216K | Buy |
+4,020
| New | +$216K | 0.19% | 103 |
|