Evergreen Capital 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 | $20.6M | Buy |
257,044
+97,485
| +61% | +$7.79M | 0.62% | 32 |
|
|
2025
Q1 | $14.4M | Buy |
159,559
+48,179
| +43% | +$4.36M | 0.49% | 49 |
|
|
2024
Q4 | $11.2M | Buy |
111,380
+41,947
| +60% | +$4.21M | 0.36% | 76 |
|
|
2024
Q3 | $7.94M | Sell |
69,433
-4,649
| -6% | -$532K | 0.27% | 108 |
|
|
2024
Q2 | $9.23M | Buy |
74,082
+1,352
| +2% | +$168K | 0.33% | 84 |
|
|
2024
Q1 | $9.65M | Sell |
72,730
-501
| -0.7% | -$66.5K | 0.36% | 73 |
|
|
2023
Q4 | $8.04M | Buy |
73,231
+5,808
| +9% | +$638K | 0.33% | 89 |
|
|
2023
Q3 | $6.99M | Sell |
67,423
-913
| -1% | -$94.7K | 0.31% | 97 |
|
|
2023
Q2 | $7.93M | Buy |
68,336
+2,661
| +4% | +$309K | 0.33% | 87 |
|
|
2023
Q1 | $7.03M | Buy |
65,675
+1,169
| +2% | +$125K | 0.32% | 92 |
|
|
2022
Q4 | $7.2M | Sell |
64,506
-780
| -1% | -$87K | 0.34% | 85 |
|
|
2022
Q3 | $5.66M | Buy |
65,286
+6,730
| +11% | +$584K | 0.3% | 100 |
|
|
2022
Q2 | $5.37M | Sell |
58,556
-24,755
| -30% | -$2.27M | 0.28% | 105 |
|
|
2022
Q1 | $6.84M | Buy |
83,311
+283
| +0.3% | +$23.2K | 0.28% | 104 |
|
|
2021
Q4 | $6.36M | Buy |
83,028
+4,588
| +6% | +$352K | 0.25% | 110 |
|
|
2021
Q3 | $5.89M | Buy |
78,440
+2,926
| +4% | +$220K | 0.27% | 100 |
|
|
2021
Q2 | $5.87M | Sell |
75,514
-5,946
| -7% | -$462K | 0.28% | 96 |
|
|
2021
Q1 | $5.99M | Sell |
81,460
-3,065
| -4% | -$225K | 0.31% | 91 |
|
|
2020
Q4 | $6.6M | Buy |
84,525
+1,991
| +2% | +$155K | 0.39% | 69 |
|
|
2020
Q3 | $6.53M | Buy |
82,534
+1,935
| +2% | +$153K | 0.45% | 56 |
|
|
2020
Q2 | $5.95M | Buy |
80,599
+4,445
| +6% | +$328K | 0.45% | 58 |
|
|
2020
Q1 | $5.59M | Buy |
76,154
+16,387
| +27% | +$1.2M | 0.52% | 51 |
|
|
2019
Q4 | $5.19M | Buy |
59,767
+999
| +2% | +$86.7K | 0.43% | 58 |
|
|
2019
Q3 | $4.72M | Buy |
58,768
+848
| +1% | +$68.1K | 0.44% | 60 |
|
|
2019
Q2 | $4.63M | Buy |
57,920
+2,186
| +4% | +$175K | 0.44% | 58 |
|
|
2019
Q1 | $4.42M | Sell |
55,734
-11,460
| -17% | -$909K | 0.44% | 56 |
|
|
2018
Q4 | $4.9M | Sell |
67,194
-9,418
| -12% | -$687K | 0.51% | 50 |
|
|
2018
Q3 | $5.19M | Sell |
76,612
-1,258
| -2% | -$85.2K | 0.46% | 54 |
|
|
2018
Q2 | $4.51M | Buy |
77,870
+3,683
| +5% | +$213K | 0.42% | 55 |
|
|
2018
Q1 | $3.86M | Buy |
74,187
+55,899
| +306% | +$2.91M | 0.37% | 68 |
|
|
2017
Q4 | $982K | Sell |
18,288
-9,761
| -35% | -$524K | 0.1% | 135 |
|
|
2017
Q3 | $1.71M | Buy |
28,049
+23,716
| +547% | +$1.45M | 0.2% | 98 |
|
|
2017
Q2 | $265K | Buy |
+4,333
| New | +$265K | 0.04% | 121 |
|
|
2017
Q1 | – | Sell |
-4,287
| Closed | -$240K | – | 108 |
|
|
2016
Q4 | $240K | Hold |
4,287
| – | – | 0.05% | 106 |
|
|
2016
Q3 | $255K | Buy |
4,287
+530
| +14% | +$31.5K | 0.05% | 99 |
|
|
2016
Q2 | $207K | Buy |
+3,757
| New | +$207K | 0.05% | 94 |
|