Evermay 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 | $1.3M | Buy |
16,270
+305
| +2% | +$24.3K | 0.16% | 61 |
|
|
2025
Q1 | $1.44M | Sell |
15,965
-484
| -3% | -$43.8K | 0.19% | 53 |
|
|
2024
Q4 | $1.65M | Sell |
16,449
-1,654
| -9% | -$166K | 0.25% | 51 |
|
|
2024
Q3 | $2.07M | Sell |
18,103
-433
| -2% | -$49.4K | 0.33% | 41 |
|
|
2024
Q2 | $2.31M | Buy |
18,536
+157
| +0.9% | +$19.5K | 0.37% | 41 |
|
|
2024
Q1 | $2.44M | Buy |
18,379
+1,013
| +6% | +$134K | 0.37% | 42 |
|
|
2023
Q4 | $1.9M | Buy |
17,366
+549
| +3% | +$60.2K | 0.35% | 32 |
|
|
2023
Q3 | $1.74M | Sell |
16,817
-300
| -2% | -$31.1K | 0.36% | 35 |
|
|
2023
Q2 | $1.99M | Sell |
17,117
-440
| -3% | -$51K | 0.38% | 32 |
|
|
2023
Q1 | $1.88M | Buy |
17,557
+2,029
| +13% | +$217K | 0.38% | 34 |
|
|
2022
Q4 | $1.73M | Sell |
15,528
-434
| -3% | -$48.4K | 0.35% | 35 |
|
|
2022
Q3 | $1.39M | Hold |
15,962
| – | – | 0.28% | 38 |
|
|
2022
Q2 | $1.47M | Buy |
15,962
+525
| +3% | +$48.2K | 0.28% | 40 |
|
|
2022
Q1 | $1.27M | Sell |
15,437
-1,252
| -8% | -$103K | 0.21% | 51 |
|
|
2021
Q4 | $1.28M | Sell |
16,689
-456
| -3% | -$34.9K | 0.23% | 41 |
|
|
2021
Q3 | $1.29M | Sell |
17,145
-3,910
| -19% | -$294K | 0.25% | 35 |
|
|
2021
Q2 | $1.64M | Sell |
21,055
-1,168
| -5% | -$90.8K | 0.3% | 30 |
|
|
2021
Q1 | $1.64M | Buy |
22,223
+1,461
| +7% | +$107K | 0.33% | 30 |
|
|
2020
Q4 | $1.62M | Sell |
20,762
-596
| -3% | -$46.5K | 0.36% | 31 |
|
|
2020
Q3 | $1.69M | Sell |
21,358
-126
| -0.6% | -$9.98K | 0.42% | 30 |
|
|
2020
Q2 | $1.59M | Buy |
21,484
+2,841
| +15% | +$210K | 0.42% | 31 |
|
|
2020
Q1 | $1.37M | Buy |
18,643
+147
| +0.8% | +$10.8K | 0.42% | 27 |
|
|
2019
Q4 | $1.61M | Sell |
18,496
-839
| -4% | -$72.8K | 0.39% | 32 |
|
|
2019
Q3 | $1.55M | Buy |
19,335
+341
| +2% | +$27.4K | 0.42% | 28 |
|
|
2019
Q2 | $1.52M | Sell |
18,994
-74
| -0.4% | -$5.92K | 0.42% | 30 |
|
|
2019
Q1 | $1.51M | Sell |
19,068
-629
| -3% | -$49.9K | 0.43% | 30 |
|
|
2018
Q4 | $1.44M | Buy |
19,697
+1,112
| +6% | +$81.1K | 0.46% | 27 |
|
|
2018
Q3 | $1.26M | Sell |
18,585
-1,075
| -5% | -$72.8K | 0.39% | 32 |
|
|
2018
Q2 | $1.14M | Sell |
19,660
-577
| -3% | -$33.4K | 0.38% | 32 |
|
|
2018
Q1 | $1.05M | Buy |
20,237
+7,163
| +55% | +$372K | 0.36% | 36 |
|
|
2017
Q4 | $702K | Buy |
13,074
+7,606
| +139% | +$408K | 0.26% | 48 |
|
|
2017
Q3 | $334K | Buy |
5,468
+1,805
| +49% | +$110K | 0.15% | 61 |
|
|
2017
Q2 | $224K | Hold |
3,663
| – | – | 0.1% | 92 |
|
|
2017
Q1 | $222K | Hold |
3,663
| – | – | 0.1% | 91 |
|
|
2016
Q4 | $206K | Sell |
3,663
-188
| -5% | -$10.6K | 0.1% | 77 |
|
|
2016
Q3 | $229K | Buy |
3,851
+202
| +6% | +$12K | 0.12% | 69 |
|
|
2016
Q2 | $201K | Buy |
+3,649
| New | +$201K | 0.11% | 77 |
|