FRG Family 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 | $3.32M | Sell |
41,878
-263
| -0.6% | -$20.8K | 0.58% | 38 |
|
|
2025
Q1 | $3.78M | Sell |
42,141
-3,086
| -7% | -$277K | 0.73% | 34 |
|
|
2024
Q4 | $4.5M | Sell |
45,227
-1,880
| -4% | -$187K | 0.82% | 31 |
|
|
2024
Q3 | $5.35M | Sell |
47,107
-420
| -0.9% | -$47.7K | 0.96% | 28 |
|
|
2024
Q2 | $5.28M | Sell |
47,527
-209
| -0.4% | -$23.2K | 1.02% | 25 |
|
|
2024
Q1 | $6.17M | Sell |
47,736
-5,900
| -11% | -$762K | 1.21% | 22 |
|
|
2023
Q4 | $5.85M | Sell |
53,636
-1,171
| -2% | -$128K | 1.19% | 22 |
|
|
2023
Q3 | $5.64M | Sell |
54,807
-1,121
| -2% | -$115K | 1.28% | 22 |
|
|
2023
Q2 | $6.45M | Sell |
55,928
-1,839
| -3% | -$212K | 1.41% | 20 |
|
|
2023
Q1 | $6.15M | Sell |
57,767
-550
| -0.9% | -$58.5K | 1.4% | 23 |
|
|
2022
Q4 | $6.47M | Sell |
58,317
-2,565
| -4% | -$285K | 1.54% | 20 |
|
|
2022
Q3 | $5.24M | Sell |
60,882
-425
| -0.7% | -$36.6K | 1.29% | 23 |
|
|
2022
Q2 | $5.59M | Buy |
61,307
+500
| +0.8% | +$45.6K | 1.29% | 25 |
|
|
2022
Q1 | $4.99M | Buy |
60,807
+3,970
| +7% | +$326K | 0.97% | 28 |
|
|
2021
Q4 | $4.36M | Buy |
56,837
+874
| +2% | +$67K | 0.81% | 31 |
|
|
2021
Q3 | $4.2M | Buy |
55,963
+280
| +0.5% | +$21K | 0.83% | 31 |
|
|
2021
Q2 | $4.33M | Sell |
55,683
-1,153
| -2% | -$89.7K | 0.82% | 32 |
|
|
2021
Q1 | $4.18M | Buy |
56,836
+3,725
| +7% | +$274K | 0.85% | 32 |
|
|
2020
Q4 | $4.15M | Hold |
53,111
| – | – | 0.9% | 30 |
|
|
2020
Q3 | $4.2M | Sell |
53,111
-277
| -0.5% | -$21.9K | 1.02% | 31 |
|
|
2020
Q2 | $3.94M | Buy |
53,388
+5,004
| +10% | +$369K | 1.04% | 29 |
|
|
2020
Q1 | $3.55M | Buy |
48,384
+734
| +2% | +$53.9K | 1.08% | 29 |
|
|
2019
Q4 | $4.14M | Sell |
47,650
-1,163
| -2% | -$101K | 1% | 30 |
|
|
2019
Q3 | $3.92M | Sell |
48,813
-2,759
| -5% | -$222K | 1.01% | 31 |
|
|
2019
Q2 | $4.13M | Sell |
51,572
-1,322
| -2% | -$106K | 1.09% | 30 |
|
|
2019
Q1 | $4.2M | Sell |
52,894
-1,786
| -3% | -$142K | 1.19% | 25 |
|
|
2018
Q4 | $3.99M | Sell |
54,680
-1,667
| -3% | -$122K | 1.3% | 24 |
|
|
2018
Q3 | $3.81M | Sell |
56,347
-5,086
| -8% | -$344K | 1.05% | 26 |
|
|
2018
Q2 | $3.56M | Sell |
61,433
-73
| -0.1% | -$4.23K | 1.06% | 23 |
|
|
2018
Q1 | $3.2M | Sell |
61,506
-352
| -0.6% | -$18.3K | 1.06% | 24 |
|
|
2017
Q4 | $3.32M | Buy |
61,858
+1,746
| +3% | +$93.7K | 1.07% | 25 |
|
|
2017
Q3 | $3.67M | Buy |
60,112
+1,350
| +2% | +$82.5K | 1.27% | 22 |
|
|
2017
Q2 | $3.59M | Buy |
58,762
+1,619
| +3% | +$99K | 1.32% | 20 |
|
|
2017
Q1 | $3.46M | Buy |
57,143
+682
| +1% | +$41.3K | 1.35% | 20 |
|
|
2016
Q4 | $3.17M | Buy |
56,461
+2,555
| +5% | +$144K | 1.33% | 24 |
|
|
2016
Q3 | $3.21M | Buy |
53,906
+1
| +0% | +$60 | 1.45% | 19 |
|
|
2016
Q2 | $2.96M | Buy |
53,905
+1,355
| +3% | +$74.5K | 1.34% | 21 |
|
|
2016
Q1 | $2.67M | Sell |
52,550
-3,761
| -7% | -$191K | 1.29% | 21 |
|
|
2015
Q4 | $2.84M | Buy |
+56,311
| New | +$2.84M | 1.38% | 18 |
|