Everett Harris & Co’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.6M | Sell |
221,455
-3,728
| -2% | -$430K | 0.34% | 37 |
|
|
2025
Q4 | $23.7M | Buy |
225,183
+4,109
| +2% | +$386K | 0.29% | 38 |
|
|
2025
Q3 | $18.6M | Buy |
221,074
+1,587
| +0.7% | +$131K | 0.23% | 44 |
|
|
2025
Q2 | $17.4M | Buy |
219,487
+8,712
| +4% | +$693K | 0.22% | 44 |
|
|
2025
Q1 | $18.9M | Buy |
210,775
+11,507
| +6% | +$1.07M | 0.24% | 39 |
|
|
2024
Q4 | $19.8M | Buy |
199,268
+14,282
| +8% | +$1.47M | 0.25% | 37 |
|
|
2024
Q3 | $21M | Buy |
184,986
+9,240
| +5% | +$1.1M | 0.26% | 37 |
|
|
2024
Q2 | $21.8M | Sell |
175,746
-1,199
| -0.7% | -$154K | 0.28% | 36 |
|
|
2024
Q1 | $23.3M | Buy |
176,945
+1,456
| +0.8% | +$179K | 0.31% | 36 |
|
|
2023
Q4 | $19.1M | Buy |
175,489
+8,398
| +5% | +$872K | 0.27% | 38 |
|
|
2023
Q3 | $17.2M | Buy |
167,091
+1,212
| +0.7% | +$131K | 0.27% | 39 |
|
|
2023
Q2 | $19.1M | Sell |
165,879
-1,418
| -0.8% | -$161K | 0.29% | 39 |
|
|
2023
Q1 | $17.8M | Buy |
167,297
+2,331
| +1% | +$252K | 0.29% | 41 |
|
|
2022
Q4 | $18.3M | Sell |
164,966
-13,621
| -8% | -$1.39M | 0.31% | 41 |
|
|
2022
Q3 | $15.4M | Buy |
178,587
+1,393
| +0.8% | +$124K | 0.28% | 42 |
|
|
2022
Q2 | $16.2M | Sell |
177,194
-1,808
| -1% | -$160K | 0.28% | 45 |
|
|
2022
Q1 | $14.7M | Buy |
179,002
+16,870
| +10% | +$1.33M | 0.21% | 50 |
|
|
2021
Q4 | $12.4M | Buy |
162,132
+42,224
| +35% | +$3.36M | 0.17% | 52 |
|
|
2021
Q3 | $9.01M | Buy |
119,908
+61,247
| +104% | +$4.66M | 0.14% | 57 |
|
|
2021
Q2 | $4.56M | Buy |
58,661
+2,541
| +5% | +$189K | 0.07% | 73 |
|
|
2021
Q1 | $4.13M | Buy |
56,120
+1,164
| +2% | +$85.9K | 0.07% | 75 |
|
|
2020
Q4 | $4.29M | Buy |
54,956
+303
| +0.6% | +$23.2K | 0.08% | 70 |
|
|
2020
Q3 | $4.33M | Buy |
54,653
+813
| +2% | +$63.7K | 0.08% | 68 |
|
|
2020
Q2 | $3.97M | Buy |
53,840
+109
| +0.2% | +$8.21K | 0.09% | 71 |
|
|
2020
Q1 | $3.94M | Buy |
53,731
+20,999
| +64% | +$1.65M | 0.1% | 64 |
|
|
2019
Q4 | $2.84M | Sell |
32,732
-268
| -0.8% | -$22K | 0.06% | 88 |
|
|
2019
Q3 | $2.65M | Sell |
33,000
-32,599
| -50% | -$2.61M | 0.07% | 88 |
|
|
2019
Q2 | $5.25M | Sell |
65,599
-2,457
| -4% | -$188K | 0.13% | 63 |
|
|
2019
Q1 | $5.4M | Sell |
68,056
-3,563
| -5% | -$266K | 0.14% | 58 |
|
|
2018
Q4 | $5.22M | Sell |
71,619
-372
| -0.5% | -$26.3K | 0.15% | 55 |
|
|
2018
Q3 | $4.87M | Buy |
71,991
+5,417
| +8% | +$345K | 0.12% | 57 |
|
|
2018
Q2 | $3.86M | Sell |
66,574
-1,953
| -3% | -$110K | 0.11% | 65 |
|
|
2018
Q1 | $3.56M | Buy |
68,527
+7,079
| +12% | +$382K | 0.1% | 66 |
|
|
2017
Q4 | $3.3M | Sell |
61,448
-786
| -1% | -$43.6K | 0.09% | 77 |
|
|
2017
Q3 | $3.8M | Buy |
62,234
+1,045
| +2% | +$63.4K | 0.11% | 70 |
|
|
2017
Q2 | $3.74M | Sell |
61,189
-1,083
| -2% | -$65.9K | 0.12% | 74 |
|
|
2017
Q1 | $3.78M | Buy |
62,272
+266
| +0.4% | +$16.1K | 0.12% | 68 |
|
|
2016
Q4 | $3.48M | Sell |
62,006
-760
| -1% | -$44.5K | 0.12% | 70 |
|
|
2016
Q3 | $3.74M | Sell |
62,766
-1,928
| -3% | -$113K | 0.13% | 73 |
|
|
2016
Q2 | $3.56M | Sell |
64,694
-2,445
| -4% | -$130K | 0.13% | 73 |
|
|
2016
Q1 | $3.39M | Buy |
67,139
+105
| +0.2% | +$5.14K | 0.12% | 78 |
|
|
2015
Q4 | $3.38M | Buy |
67,034
+2,808
| +4% | +$142K | 0.12% | 78 |
|
|
2015
Q3 | $3.03M | Buy |
64,226
+5,267
| +9% | +$280K | 0.11% | 81 |
|
|
2015
Q2 | $3.2M | Buy |
58,959
+11,090
| +23% | +$622K | 0.11% | 77 |
|
|
2015
Q1 | $2.63M | Buy |
47,869
+1,236
| +3% | +$70K | 0.09% | 90 |
|
|
2014
Q4 | $2.53M | Sell |
46,633
-524
| -1% | -$29.2K | 0.09% | 92 |
|
|
2014
Q3 | $2.67M | Hold |
47,157
| – | – | 0.1% | 86 |
|
|
2014
Q2 | $2.6M | Buy |
47,157
+241
| +0.5% | +$13.1K | 0.1% | 85 |
|
|
2014
Q1 | $2.54M | Sell |
46,916
-1,048
| -2% | -$54.3K | 0.09% | 79 |
|
|
2013
Q4 | $2.29M | Sell |
47,964
-629
| -1% | -$28.8K | 0.09% | 80 |
|
|
2013
Q3 | $2.21M | Hold |
48,593
| – | – | 0.09% | 74 |
|
|
2013
Q2 | $2.15M | Buy |
+48,593
| New | +$2.17M | 0.09% | 77 |
|
Other funds holding MRK
VCM
VPM
