Delta Financial 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 | $941K | Buy |
11,888
+3,611
| +44% | +$286K | 0.33% | 71 |
|
|
2025
Q1 | $743K | Buy |
8,277
+496
| +6% | +$44.5K | 0.28% | 79 |
|
|
2024
Q4 | $774K | Sell |
7,781
-3,689
| -32% | -$367K | 0.29% | 79 |
|
|
2024
Q3 | $1.3M | Buy |
11,470
+2,506
| +28% | +$285K | 0.47% | 61 |
|
|
2024
Q2 | $1.11M | Buy |
8,964
+300
| +3% | +$37.1K | 0.43% | 66 |
|
|
2024
Q1 | $1.14M | Buy |
8,664
+1,742
| +25% | +$230K | 0.45% | 67 |
|
|
2023
Q4 | $755K | Hold |
6,922
| – | – | 0.33% | 77 |
|
|
2023
Q3 | $713K | Hold |
6,922
| – | – | 0.32% | 79 |
|
|
2023
Q2 | $799K | Hold |
6,922
| – | – | 0.35% | 78 |
|
|
2023
Q1 | $736K | Hold |
6,922
| – | – | 0.35% | 77 |
|
|
2022
Q4 | $768K | Hold |
6,922
| – | – | 0.37% | 77 |
|
|
2022
Q3 | $596K | Buy |
6,922
+750
| +12% | +$64.6K | 0.32% | 82 |
|
|
2022
Q2 | $563K | Hold |
6,172
| – | – | 0.28% | 86 |
|
|
2022
Q1 | $506K | Sell |
6,172
-100
| -2% | -$8.2K | 0.22% | 92 |
|
|
2021
Q4 | $481K | Buy |
6,272
+2,768
| +79% | +$212K | 0.2% | 100 |
|
|
2021
Q3 | $263K | Sell |
3,504
-100
| -3% | -$7.51K | 0.12% | 109 |
|
|
2021
Q2 | $280K | Sell |
3,604
-216
| -6% | -$16.8K | 0.12% | 105 |
|
|
2021
Q1 | $281K | Buy |
3,820
+367
| +11% | +$27K | 0.13% | 102 |
|
|
2020
Q4 | $270K | Buy |
+3,453
| New | +$270K | 0.14% | 102 |
|
|
2020
Q1 | – | Sell |
-2,418
| Closed | -$210K | – | 104 |
|
|
2019
Q4 | $210K | Buy |
+2,418
| New | +$210K | 0.08% | 110 |
|