Evercore Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Sell |
95,958
-5,065
| -5% | -$401K | 0.12% | 83 |
|
|
2025
Q1 | $9.07M | Sell |
101,023
-3,048
| -3% | -$274K | 0.15% | 70 |
|
|
2024
Q4 | $10.4M | Sell |
104,071
-629
| -0.6% | -$62.6K | 0.16% | 68 |
|
|
2024
Q3 | $11.9M | Sell |
104,700
-1,433
| -1% | -$163K | 0.18% | 57 |
|
|
2024
Q2 | $13.1M | Sell |
106,133
-1,124
| -1% | -$139K | 0.21% | 57 |
|
|
2024
Q1 | $14.2M | Sell |
107,257
-3,790
| -3% | -$500K | 0.22% | 55 |
|
|
2023
Q4 | $12.1M | Buy |
111,047
+1,030
| +0.9% | +$112K | 0.2% | 59 |
|
|
2023
Q3 | $11.3M | Sell |
110,017
-4,339
| -4% | -$447K | 0.21% | 60 |
|
|
2023
Q2 | $13.2M | Buy |
114,356
+2,333
| +2% | +$269K | 0.24% | 57 |
|
|
2023
Q1 | $11.9M | Sell |
112,023
-1,046
| -0.9% | -$111K | 0.24% | 59 |
|
|
2022
Q4 | $12.5M | Buy |
113,069
+116
| +0.1% | +$12.9K | 0.26% | 60 |
|
|
2022
Q3 | $9.73M | Buy |
112,953
+1,905
| +2% | +$164K | 0.22% | 61 |
|
|
2022
Q2 | $10.1M | Sell |
111,048
-835
| -0.7% | -$76.1K | 0.21% | 61 |
|
|
2022
Q1 | $9.18M | Sell |
111,883
-3,012
| -3% | -$247K | 0.16% | 67 |
|
|
2021
Q4 | $8.81M | Sell |
114,895
-1,020
| -0.9% | -$78.2K | 0.14% | 75 |
|
|
2021
Q3 | $8.71M | Sell |
115,915
-4,064
| -3% | -$305K | 0.16% | 69 |
|
|
2021
Q2 | $9.33M | Sell |
119,979
-12,992
| -10% | -$1.01M | 0.17% | 68 |
|
|
2021
Q1 | $9.78M | Sell |
132,971
-4,733
| -3% | -$348K | 0.19% | 67 |
|
|
2020
Q4 | $10.7M | Buy |
137,704
+954
| +0.7% | +$74.5K | 0.23% | 59 |
|
|
2020
Q3 | $10.8M | Sell |
136,750
-3,992
| -3% | -$316K | 0.26% | 57 |
|
|
2020
Q2 | $10.4M | Sell |
140,742
-413
| -0.3% | -$30.5K | 0.28% | 59 |
|
|
2020
Q1 | $10.4M | Buy |
141,155
+3,700
| +3% | +$272K | 0.34% | 54 |
|
|
2019
Q4 | $11.9M | Sell |
137,455
-4,746
| -3% | -$412K | 0.32% | 55 |
|
|
2019
Q3 | $11.4M | Sell |
142,201
-1,480
| -1% | -$119K | 0.34% | 58 |
|
|
2019
Q2 | $11.5M | Buy |
143,681
+4,019
| +3% | +$322K | 0.35% | 56 |
|
|
2019
Q1 | $11.1M | Buy |
139,662
+7,235
| +5% | +$574K | 0.36% | 58 |
|
|
2018
Q4 | $9.66M | Sell |
132,427
-4,997
| -4% | -$364K | 0.36% | 57 |
|
|
2018
Q3 | $9.3M | Sell |
137,424
-11,522
| -8% | -$780K | 0.3% | 65 |
|
|
2018
Q2 | $8.63M | Buy |
148,946
+11,868
| +9% | +$687K | 0.29% | 65 |
|
|
2018
Q1 | $7.12M | Sell |
137,078
-7,118
| -5% | -$370K | 0.27% | 68 |
|
|
2017
Q4 | $7.74M | Sell |
144,196
-809
| -0.6% | -$43.4K | 0.29% | 65 |
|
|
2017
Q3 | $8.86M | Sell |
145,005
-742
| -0.5% | -$45.3K | 0.35% | 59 |
|
|
2017
Q2 | $8.91M | Sell |
145,747
-11,320
| -7% | -$692K | 0.34% | 60 |
|
|
2017
Q1 | $9.52M | Buy |
157,067
+3,320
| +2% | +$201K | 0.37% | 58 |
|
|
2016
Q4 | $8.64M | Buy |
153,747
+21,756
| +16% | +$1.22M | 0.36% | 60 |
|
|
2016
Q3 | $7.86M | Buy |
131,991
+8,077
| +7% | +$481K | 0.33% | 65 |
|
|
2016
Q2 | $6.81M | Sell |
123,914
-6,558
| -5% | -$360K | 0.3% | 70 |
|
|
2016
Q1 | $6.59M | Buy |
130,472
+98
| +0.1% | +$4.95K | 0.29% | 68 |
|
|
2015
Q4 | $6.57M | Sell |
130,374
-17,387
| -12% | -$876K | 0.31% | 71 |
|
|
2015
Q3 | $6.96M | Buy |
147,761
+33,231
| +29% | +$1.57M | 0.33% | 72 |
|
|
2015
Q2 | $6.22M | Buy |
114,530
+14,975
| +15% | +$813K | 0.28% | 82 |
|
|
2015
Q1 | $5.46M | Sell |
99,555
-794
| -0.8% | -$43.5K | 0.25% | 89 |
|
|
2014
Q4 | $5.44M | Sell |
100,349
-3,471
| -3% | -$188K | 0.27% | 83 |
|
|
2014
Q3 | $5.88M | Buy |
103,820
+11,407
| +12% | +$646K | 0.29% | 81 |
|
|
2014
Q2 | $5.1M | Buy |
92,413
+24,442
| +36% | +$1.35M | 0.26% | 89 |
|
|
2014
Q1 | $3.68M | Sell |
67,971
-2,466
| -4% | -$134K | 0.21% | 101 |
|
|
2013
Q4 | $3.36M | Sell |
70,437
-20,928
| -23% | -$999K | 0.18% | 114 |
|
|
2013
Q3 | $4.15M | Sell |
91,365
-7,256
| -7% | -$330K | 0.24% | 110 |
|
|
2013
Q2 | $4.37M | Buy |
+98,621
| New | +$4.37M | 0.25% | 107 |
|