Evelyn V. Moreno’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.89M | Sell |
17,344
-18,571
| -52% | -$1.93M | 0.89% | 40 |
|
|
2023
Q3 | $3.7M | Sell |
35,915
-767
| -2% | -$82.7K | 0.81% | 44 |
|
|
2023
Q2 | $4.23M | Sell |
36,682
-350
| -0.9% | -$39.7K | 0.9% | 42 |
|
|
2023
Q1 | $3.94M | Sell |
37,032
-4,383
| -11% | -$473K | 0.89% | 46 |
|
|
2022
Q4 | $4.59M | Buy |
41,415
+13,471
| +48% | +$1.38M | 1.06% | 39 |
|
|
2022
Q3 | $2.41M | Sell |
27,944
-14,332
| -34% | -$1.28M | 1.09% | 32 |
|
|
2022
Q2 | $3.85M | Buy |
42,276
+7,500
| +22% | +$665K | 0.9% | 44 |
|
|
2022
Q1 | $2.85M | Hold |
34,776
| – | – | 0.58% | 50 |
|
|
2021
Q4 | $2.67M | Buy |
34,776
+4,450
| +15% | +$354K | 0.53% | 51 |
|
|
2021
Q3 | $2.28M | Sell |
30,326
-300
| -1% | -$22.8K | 0.54% | 49 |
|
|
2021
Q2 | $2.38M | Sell |
30,626
-1,287
| -4% | -$95.7K | 0.56% | 49 |
|
|
2021
Q1 | $2.35M | Sell |
31,913
-1,126
| -3% | -$83.1K | 0.56% | 50 |
|
|
2020
Q4 | $2.58M | Sell |
33,039
-2,264
| -6% | -$173K | 0.64% | 49 |
|
|
2020
Q3 | $2.79M | Sell |
35,303
-52
| -0.1% | -$4.07K | 0.76% | 46 |
|
|
2020
Q2 | $2.61M | Sell |
35,355
-509
| -1% | -$38.3K | 0.76% | 45 |
|
|
2020
Q1 | $2.63M | Sell |
35,864
-1,898
| -5% | -$149K | 0.89% | 44 |
|
|
2019
Q4 | $3.28M | Sell |
37,762
-366
| -1% | -$30.1K | 0.88% | 44 |
|
|
2019
Q3 | $3.06M | Buy |
38,128
+471
| +1% | +$37.7K | 0.84% | 47 |
|
|
2019
Q2 | $3.01M | Sell |
37,657
-52
| -0.1% | -$3.98K | 0.92% | 43 |
|
|
2019
Q1 | $2.99M | Sell |
37,709
-79
| -0.2% | -$5.91K | 0.88% | 44 |
|
|
2018
Q4 | $2.75M | Sell |
37,788
-471
| -1% | -$33.2K | 0.91% | 42 |
|
|
2018
Q3 | $2.59M | Sell |
38,259
-1,011
| -3% | -$64.4K | 0.72% | 46 |
|
|
2018
Q2 | $2.27M | Hold |
39,270
| – | – | 0.66% | 46 |
|
|
2018
Q1 | $2.04M | Buy |
39,270
+315
| +0.8% | +$17K | 0.62% | 47 |
|
|
2017
Q4 | $2.09M | Hold |
38,955
| – | – | 0.63% | 46 |
|
|
2017
Q3 | $2.38M | Sell |
38,955
-550
| -1% | -$33.3K | 0.71% | 45 |
|
|
2017
Q2 | $2.42M | Sell |
39,505
-315
| -0.8% | -$19.2K | 0.74% | 45 |
|
|
2017
Q1 | $2.41M | Buy |
39,820
+1,179
| +3% | +$71.5K | 0.73% | 47 |
|
|
2016
Q4 | $2.17M | Hold |
38,641
| – | – | 0.78% | 45 |
|
|
2016
Q3 | $2.3M | Sell |
38,641
-1,105
| -3% | -$64.6K | 0.84% | 47 |
|
|
2016
Q2 | $2.19M | Hold |
39,746
| – | – | 0.83% | 49 |
|
|
2016
Q1 | $2.01M | Hold |
39,746
| – | – | 0.78% | 49 |
|
|
2015
Q4 | $2M | Sell |
39,746
-28,978
| -42% | -$1.46M | 0.83% | 51 |
|
|
2015
Q3 | $3.24M | Sell |
68,724
-36
| -0.1% | -$1.91K | 1.39% | 38 |
|
|
2015
Q2 | $3.73M | Sell |
68,760
-2,970
| -4% | -$167K | 1.48% | 35 |
|
|
2015
Q1 | $3.94M | Sell |
71,730
-11,424
| -14% | -$647K | 1.49% | 35 |
|
|
2014
Q4 | $4.51M | Sell |
83,154
-10,779
| -11% | -$601K | 1.66% | 29 |
|
|
2014
Q3 | $5.31M | Sell |
93,933
-34,291
| -27% | -$1.93M | 2.04% | 10 |
|
|
2014
Q2 | $7.08M | Sell |
128,224
-3,982
| -3% | -$217K | 2.66% | 5 |
|
|
2014
Q1 | $7.16M | Sell |
132,206
-419
| -0.3% | -$21.7K | 2.82% | 3 |
|
|
2013
Q4 | $6.33M | Buy |
+132,625
| New | +$6.06M | 2.61% | 4 |
|
Other funds holding MRK
Evelyn V. Moreno's MRK Position: Q4 2023 in Review
Evelyn V. Moreno reduced its Merck (MRK) stake by 52% in Q4 2023, selling an estimated $1.93M and leaving 17,344 shares worth $1.89M. The position accounts for 0.89% of the portfolio, ranked #40.
Evelyn V. Moreno first reported a position in MRK in Q4 2013 and has held it in 41 quarters since. The position peaked at $7.16M in Q1 2014. 3,434 funds tracked by Wall St. Rank hold MRK as of Q4 2023.
- Evelyn V. Moreno held 17,344 shares of Merck worth $1.89M as of Q4 2023.
- Evelyn V. Moreno sold 18,571 Merck shares in Q4 2023, an estimated $1.93M.
- Merck made up 0.89% of Evelyn V. Moreno's portfolio in Q4 2023, its #40 holding.
- Evelyn V. Moreno first reported a position in Merck in Q4 2013 and has held it in 41 quarters since.
- Evelyn V. Moreno's Merck position peaked at $7.16M in Q1 2014.
- 3,434 funds tracked by Wall St. Rank held Merck as of Q4 2023.
Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.