Financial Engines Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
9,658
+2,326
| +32% | +$184K | ﹤0.01% | 328 |
|
|
2025
Q1 | $658K | Sell |
7,332
-226
| -3% | -$20.3K | ﹤0.01% | 302 |
|
|
2024
Q4 | $752K | Buy |
7,558
+3,751
| +99% | +$373K | ﹤0.01% | 289 |
|
|
2024
Q3 | $435K | Sell |
3,807
-1,448
| -28% | -$165K | ﹤0.01% | 290 |
|
|
2024
Q2 | $653K | Buy |
5,255
+540
| +11% | +$67.1K | ﹤0.01% | 240 |
|
|
2024
Q1 | $624K | Sell |
4,715
-2,796
| -37% | -$370K | ﹤0.01% | 230 |
|
|
2023
Q4 | $823K | Buy |
7,511
+4,432
| +144% | +$486K | ﹤0.01% | 193 |
|
|
2023
Q3 | $319K | Sell |
3,079
-208
| -6% | -$21.6K | ﹤0.01% | 237 |
|
|
2023
Q2 | $382K | Sell |
3,287
-9,651
| -75% | -$1.12M | ﹤0.01% | 229 |
|
|
2023
Q1 | $1.39M | Sell |
12,938
-683
| -5% | -$73.2K | ﹤0.01% | 160 |
|
|
2022
Q4 | $1.52M | Buy |
13,621
+439
| +3% | +$49K | ﹤0.01% | 142 |
|
|
2022
Q3 | $1.14M | Sell |
13,182
-293
| -2% | -$25.4K | ﹤0.01% | 150 |
|
|
2022
Q2 | $1.24M | Buy |
13,475
+1,209
| +10% | +$111K | ﹤0.01% | 140 |
|
|
2022
Q1 | $1.02M | Buy |
12,266
+8,540
| +229% | +$707K | ﹤0.01% | 163 |
|
|
2021
Q4 | $288K | Sell |
3,726
-330
| -8% | -$25.5K | ﹤0.01% | 221 |
|
|
2021
Q3 | $307K | Sell |
4,056
-822
| -17% | -$62.2K | ﹤0.01% | 212 |
|
|
2021
Q2 | $382K | Sell |
4,878
-880
| -15% | -$68.9K | ﹤0.01% | 159 |
|
|
2021
Q1 | $427K | Sell |
5,758
-4,944
| -46% | -$367K | ﹤0.01% | 172 |
|
|
2020
Q4 | $842K | Buy |
10,702
+1,680
| +19% | +$132K | ﹤0.01% | 123 |
|
|
2020
Q3 | $719K | Buy |
9,022
+2,680
| +42% | +$214K | ﹤0.01% | 131 |
|
|
2020
Q2 | $472K | Buy |
+6,342
| New | +$472K | ﹤0.01% | 139 |
|
|
2018
Q4 | – | Sell |
-265
| Closed | -$18K | – | 156 |
|
|
2018
Q3 | $18K | Buy |
+265
| New | +$18K | ﹤0.01% | 82 |
|
|
2018
Q1 | – | Sell |
-46
| Closed | -$2K | – | 193 |
|
|
2017
Q4 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 146 |
|