Forum Financial 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 | $1.77M | Sell |
22,398
-4,413
| -16% | -$349K | 0.03% | 137 |
|
|
2025
Q1 | $2.41M | Sell |
26,811
-5,394
| -17% | -$484K | 0.04% | 98 |
|
|
2024
Q4 | $3.2M | Buy |
32,205
+7,612
| +31% | +$757K | 0.05% | 76 |
|
|
2024
Q3 | $2.79M | Buy |
24,593
+1,899
| +8% | +$216K | 0.05% | 72 |
|
|
2024
Q2 | $2.81M | Sell |
22,694
-5,503
| -20% | -$681K | 0.05% | 68 |
|
|
2024
Q1 | $3.72M | Sell |
28,197
-728
| -3% | -$96.1K | 0.06% | 66 |
|
|
2023
Q4 | $3.15M | Sell |
28,925
-1,926
| -6% | -$210K | 0.06% | 66 |
|
|
2023
Q3 | $3.18M | Buy |
30,851
+1,676
| +6% | +$173K | 0.07% | 58 |
|
|
2023
Q2 | $3.37M | Buy |
29,175
+1,477
| +5% | +$170K | 0.08% | 53 |
|
|
2023
Q1 | $2.95M | Sell |
27,698
-125
| -0.4% | -$13.3K | 0.09% | 56 |
|
|
2022
Q4 | $3.09M | Sell |
27,823
-168
| -0.6% | -$18.6K | 0.1% | 49 |
|
|
2022
Q3 | $2.41M | Buy |
27,991
+7,221
| +35% | +$622K | 0.12% | 54 |
|
|
2022
Q2 | $1.89M | Buy |
20,770
+866
| +4% | +$79K | 0.1% | 63 |
|
|
2022
Q1 | $1.63M | Buy |
19,904
+4,028
| +25% | +$330K | 0.08% | 80 |
|
|
2021
Q4 | $1.22M | Buy |
+15,876
| New | +$1.22M | 0.06% | 100 |
|