Forvis Mazars Wealth 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 | $4.22M | Sell |
53,277
-557
| -1% | -$44.1K | 0.09% | 99 |
|
|
2025
Q1 | $4.83M | Buy |
53,834
+3,014
| +6% | +$271K | 0.12% | 88 |
|
|
2024
Q4 | $5.06M | Sell |
50,820
-4,536
| -8% | -$451K | 0.12% | 88 |
|
|
2024
Q3 | $6.29M | Sell |
55,356
-1,630
| -3% | -$185K | 0.14% | 82 |
|
|
2024
Q2 | $7.05M | Buy |
56,986
+2,298
| +4% | +$284K | 0.18% | 72 |
|
|
2024
Q1 | $7.22M | Sell |
54,688
-3,447
| -6% | -$455K | 0.18% | 73 |
|
|
2023
Q4 | $6.34M | Sell |
58,135
-2,775
| -5% | -$303K | 0.18% | 73 |
|
|
2023
Q3 | $6.27M | Sell |
60,910
-17,808
| -23% | -$1.83M | 0.19% | 72 |
|
|
2023
Q2 | $9.08M | Buy |
78,718
+18,024
| +30% | +$2.08M | 0.27% | 65 |
|
|
2023
Q1 | $6.46M | Buy |
60,694
+2,237
| +4% | +$238K | 0.21% | 71 |
|
|
2022
Q4 | $6.49M | Sell |
58,457
-1,230
| -2% | -$136K | 0.23% | 69 |
|
|
2022
Q3 | $5.14M | Buy |
59,687
+1,535
| +3% | +$132K | 0.21% | 70 |
|
|
2022
Q2 | $5.3M | Buy |
58,152
+17,677
| +44% | +$1.61M | 0.21% | 67 |
|
|
2022
Q1 | $3.32M | Buy |
40,475
+3,322
| +9% | +$273K | 0.14% | 76 |
|
|
2021
Q4 | $2.85M | Buy |
37,153
+1,549
| +4% | +$119K | 0.12% | 84 |
|
|
2021
Q3 | $2.67M | Buy |
35,604
+854
| +2% | +$64.1K | 0.12% | 81 |
|
|
2021
Q2 | $2.7M | Sell |
34,750
-2,564
| -7% | -$199K | 0.13% | 80 |
|
|
2021
Q1 | $2.75M | Sell |
37,314
-9,842
| -21% | -$724K | 0.14% | 76 |
|
|
2020
Q4 | $3.68M | Buy |
47,156
+2,807
| +6% | +$219K | 0.18% | 62 |
|
|
2020
Q3 | $3.51M | Buy |
44,349
+1,091
| +3% | +$86.3K | 0.2% | 54 |
|
|
2020
Q2 | $3.19M | Buy |
43,258
+5,627
| +15% | +$415K | 0.21% | 54 |
|
|
2020
Q1 | $2.76M | Buy |
37,631
+4,909
| +15% | +$360K | 0.23% | 49 |
|
|
2019
Q4 | $2.84M | Buy |
32,722
+1,099
| +3% | +$95.4K | 0.2% | 65 |
|
|
2019
Q3 | $2.54M | Sell |
31,623
-699
| -2% | -$56.1K | 0.2% | 66 |
|
|
2019
Q2 | $2.59M | Sell |
32,322
-1,664
| -5% | -$133K | 0.21% | 64 |
|
|
2019
Q1 | $2.7M | Buy |
33,986
+16,062
| +90% | +$1.27M | 0.22% | 65 |
|
|
2018
Q4 | $1.31M | Sell |
17,924
-11,573
| -39% | -$844K | 0.13% | 80 |
|
|
2018
Q3 | $2M | Buy |
29,497
+2,096
| +8% | +$142K | 0.18% | 72 |
|
|
2018
Q2 | $1.59M | Buy |
27,401
+703
| +3% | +$40.7K | 0.15% | 83 |
|
|
2018
Q1 | $1.39M | Buy |
26,698
+10,147
| +61% | +$528K | 0.14% | 84 |
|
|
2017
Q4 | $889K | Sell |
16,551
-4,036
| -20% | -$217K | 0.09% | 105 |
|
|
2017
Q3 | $1.26M | Sell |
20,587
-10,612
| -34% | -$648K | 0.14% | 80 |
|
|
2017
Q2 | $1.91M | Buy |
31,199
+12,119
| +64% | +$741K | 0.22% | 71 |
|
|
2017
Q1 | $1.16M | Sell |
19,080
-1,263
| -6% | -$76.6K | 0.14% | 80 |
|
|
2016
Q4 | $1.14M | Buy |
20,343
+1,259
| +7% | +$70.7K | 0.15% | 75 |
|
|
2016
Q3 | $1.14M | Sell |
19,084
-11,556
| -38% | -$688K | 0.16% | 74 |
|
|
2016
Q2 | $1.69M | Sell |
30,640
-579
| -2% | -$31.8K | 0.25% | 54 |
|
|
2016
Q1 | $1.58M | Sell |
31,219
-907
| -3% | -$45.8K | 0.25% | 51 |
|
|
2015
Q4 | $1.62M | Buy |
32,126
+10,807
| +51% | +$545K | 0.24% | 47 |
|
|
2015
Q3 | $1.01M | Buy |
21,319
+730
| +4% | +$34.4K | 0.18% | 64 |
|
|
2015
Q2 | $1.12M | Sell |
20,589
-2,377
| -10% | -$129K | 0.17% | 71 |
|
|
2015
Q1 | $1.26M | Buy |
22,966
+3,111
| +16% | +$171K | 0.18% | 69 |
|
|
2014
Q4 | $1.08M | Buy |
19,855
+2,017
| +11% | +$109K | 0.18% | 69 |
|
|
2014
Q3 | $1.01M | Sell |
17,838
-225
| -1% | -$12.7K | 0.17% | 68 |
|
|
2014
Q2 | $997K | Sell |
18,063
-3,647
| -17% | -$201K | 0.17% | 69 |
|
|
2014
Q1 | $1.18M | Buy |
21,710
+2,393
| +12% | +$130K | 0.21% | 70 |
|
|
2013
Q4 | $923K | Buy |
19,317
+878
| +5% | +$42K | 0.17% | 80 |
|
|
2013
Q3 | $838K | Buy |
18,439
+6,426
| +53% | +$292K | 0.17% | 81 |
|
|
2013
Q2 | $532K | Buy |
+12,013
| New | +$532K | 0.42% | 61 |
|