Financial Architects (New Jersey)’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.79M Sell
15,475
-184
-1% -$21.2K 0.27% 82
2023
Q1
$1.67M Sell
15,659
-495
-3% -$52.7K 0.27% 86
2022
Q4
$1.79M Buy
16,154
+131
+0.8% +$14.5K 0.3% 81
2022
Q3
$1.38M Buy
+16,023
New +$1.38M 0.24% 103
2022
Q2
Sell
-20,592
Closed -$1.69M 173
2022
Q1
$1.69M Sell
20,592
-140
-0.7% -$11.5K 0.24% 100
2021
Q4
$1.59M Sell
20,732
-434
-2% -$33.3K 0.21% 108
2021
Q3
$1.59M Buy
21,166
+183
+0.9% +$13.7K 0.23% 107
2021
Q2
$1.63M Sell
20,983
-73
-0.3% -$5.68K 0.24% 97
2021
Q1
$1.55M Buy
21,056
+409
+2% +$30.1K 0.24% 94
2020
Q4
$1.61M Sell
20,647
-238
-1% -$18.6K 0.3% 77
2020
Q3
$1.65M Sell
20,885
-119
-0.6% -$9.42K 0.36% 63
2020
Q2
$1.55M Sell
21,004
-51
-0.2% -$3.76K 0.36% 65
2020
Q1
$1.55M Sell
21,055
-424
-2% -$31.1K 0.42% 53
2019
Q4
$1.86M Sell
21,479
-144
-0.7% -$12.5K 0.4% 57
2019
Q3
$1.74M Sell
21,623
-1,451
-6% -$117K 0.41% 56
2019
Q2
$1.85M Sell
23,074
-523
-2% -$41.8K 0.34% 57
2019
Q1
$1.87M Sell
23,597
-105
-0.4% -$8.33K 0.32% 60
2018
Q4
$1.73M Sell
23,702
-166
-0.7% -$12.1K 0.33% 57
2018
Q3
$1.62M Buy
23,868
+366
+2% +$24.8K 0.26% 70
2018
Q2
$1.36M Sell
23,502
-1,735
-7% -$100K 0.24% 79
2018
Q1
$1.31M Sell
25,237
-2,510
-9% -$130K 0.26% 69
2017
Q4
$1.49M Buy
27,747
+1,417
+5% +$76K 0.25% 72
2017
Q3
$1.61M Sell
26,330
-896
-3% -$54.8K 0.29% 65
2017
Q2
$1.67M Buy
27,226
+40
+0.1% +$2.45K 0.3% 60
2017
Q1
$1.65M Sell
27,186
-5,763
-17% -$349K 0.29% 64
2016
Q4
$1.85M Sell
32,949
-2,010
-6% -$113K 0.43% 49
2016
Q3
$2.08M Buy
34,959
+1,271
+4% +$75.7K 0.56% 37
2016
Q2
$1.85M Buy
33,688
+7,697
+30% +$423K 0.52% 41
2016
Q1
$1.31M Sell
25,991
-375
-1% -$18.9K 0.47% 49
2015
Q4
$1.33M Sell
26,366
-1,714
-6% -$86.4K 0.53% 47
2015
Q3
$1.32M Buy
28,080
+2,625
+10% +$124K 0.56% 42
2015
Q2
$1.38M Sell
25,455
-19
-0.1% -$1.03K 0.5% 39
2015
Q1
$1.4M Buy
25,474
+48
+0.2% +$2.63K 0.54% 36
2014
Q4
$1.38M Buy
25,426
+4,752
+23% +$258K 0.6% 34
2014
Q3
$1.17M Buy
20,674
+545
+3% +$30.8K 0.57% 36
2014
Q2
$1.11M Buy
20,129
+259
+1% +$14.3K 0.54% 43
2014
Q1
$1.08M Buy
19,870
+329
+2% +$17.8K 0.64% 38
2013
Q4
$933K Buy
19,541
+4,193
+27% +$200K 0.55% 47
2013
Q3
$701K Buy
15,348
+160
+1% +$7.31K 0.45% 51
2013
Q2
$675K Buy
+15,188
New +$675K 0.5% 48