Fort Point Capital Partners’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$797K Sell
9,949
-505
-5% -$40.4K 0.06% 158
2025
Q1
$938K Buy
10,454
+147
+1% +$13.2K 0.1% 128
2024
Q4
$1.03M Buy
10,307
+1,116
+12% +$111K 0.11% 117
2024
Q3
$1.04M Buy
9,191
+476
+5% +$54.1K 0.13% 103
2024
Q2
$1.08M Sell
8,715
-265
-3% -$32.8K 0.14% 107
2024
Q1
$1.18M Sell
8,980
-168
-2% -$22.2K 0.16% 101
2023
Q4
$997K Buy
9,148
+150
+2% +$16.4K 0.14% 99
2023
Q3
$926K Buy
8,998
+550
+7% +$56.6K 0.14% 90
2023
Q2
$975K Sell
8,448
-886
-9% -$102K 0.14% 89
2023
Q1
$993K Buy
9,334
+149
+2% +$15.9K 0.15% 98
2022
Q4
$1.02M Hold
9,185
0.16% 92
2022
Q3
$791K Hold
9,185
0.13% 106
2022
Q2
$837K Sell
9,185
-10
-0.1% -$911 0.14% 103
2022
Q1
$754K Buy
9,195
+1,902
+26% +$156K 0.11% 124
2021
Q4
$559K Buy
7,293
+18
+0.2% +$1.38K 0.08% 144
2021
Q3
$546K Buy
7,275
+630
+9% +$47.3K 0.08% 125
2021
Q2
$517K Sell
6,645
-319
-5% -$24.8K 0.09% 88
2021
Q1
$512K Buy
6,964
+1,258
+22% +$92.5K 0.11% 80
2020
Q4
$445K Buy
5,706
+1,115
+24% +$87K 0.1% 88
2020
Q3
$363K Sell
4,591
-479
-9% -$37.9K 0.09% 83
2020
Q2
$374K Sell
5,070
-43
-0.8% -$3.17K 0.12% 82
2020
Q1
$375K Buy
5,113
+276
+6% +$20.2K 0.16% 60
2019
Q4
$420K Hold
4,837
0.15% 77
2019
Q3
$388K Buy
4,837
+2,299
+91% +$184K 0.15% 73
2019
Q2
$203K Buy
+2,538
New +$203K 0.08% 94
2019
Q1
Sell
-4,020
Closed -$293K 126
2018
Q4
$293K Buy
4,020
+189
+5% +$13.8K 0.12% 105
2018
Q3
$259K Buy
+3,831
New +$259K 0.08% 119
2018
Q2
Sell
-4,806
Closed -$250K 143
2018
Q1
$250K Sell
4,806
-1,179
-20% -$61.3K 0.09% 131
2017
Q4
$325K Buy
5,985
+417
+7% +$22.6K 0.15% 88
2017
Q3
$343K Buy
+5,568
New +$343K 0.16% 90
2016
Q4
Sell
-4,925
Closed -$283K 135
2016
Q3
$283K Buy
+4,925
New +$283K 0.13% 102
2015
Q4
Sell
-5,389
Closed -$254K 116
2015
Q3
$254K Sell
5,389
-623
-10% -$29.4K 0.16% 63
2015
Q2
$327K Buy
6,012
+96
+2% +$5.22K 0.21% 49
2015
Q1
$324K Buy
5,916
+1,043
+21% +$57.1K 0.21% 42
2014
Q4
$264K Buy
+4,873
New +$264K 0.2% 43