Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,207
Closed -$175K 590
2025
Q2
$175K Sell
2,207
-3,695
-63% -$294K 0.01% 232
2025
Q1
$530K Sell
5,902
-158
-3% -$14.8K 0.03% 152
2024
Q4
$603K Buy
6,060
+84
+1% +$8.66K 0.04% 127
2024
Q3
$679K Buy
5,976
+20
+0.3% +$2.38K 0.04% 123
2024
Q2
$737K Sell
5,956
-133
-2% -$17.1K 0.05% 116
2024
Q1
$803K Sell
6,089
-956
-14% -$118K 0.06% 110
2023
Q4
$768K Buy
7,045
+1,428
+25% +$148K 0.06% 113
2023
Q3
$578K Buy
5,617
+60
+1% +$6.47K 0.05% 121
2023
Q2
$641K Buy
5,557
+3,894
+234% +$442K 0.05% 123
2023
Q1
$177K Hold
1,663
0.02% 194
2022
Q4
$185K Buy
1,663
+165
+11% +$16.9K 0.02% 185
2022
Q3
$129K Hold
1,498
0.02% 212
2022
Q2
$137K Hold
1,498
0.02% 226
2022
Q1
$123K Hold
1,498
0.01% 259
2021
Q4
$115K Buy
+1,498
New +$119K 0.01% 268
2021
Q3
Sell
-1,556
Closed -$121K 282
2021
Q2
$121K Sell
1,556
-1,410
-48% -$105K 0.01% 248
2021
Q1
$218K Sell
2,966
-883
-23% -$65.1K 0.03% 181
2020
Q4
$300K Buy
+3,849
New +$294K 0.04% 147
2018
Q1
Sell
-4,307
Closed -$231K 172
2017
Q4
$231K Sell
4,307
-163
-4% -$9.04K 0.04% 155
2017
Q3
$273K Sell
4,470
-2,669
-37% -$162K 0.05% 140
2017
Q2
$437K Hold
7,139
0.11% 75
2017
Q1
$433K Hold
7,139
0.12% 68
2016
Q4
$401K Buy
+7,139
New +$418K 0.12% 71
2016
Q3
Sell
-6,327
Closed -$348K 149
2016
Q2
$348K Hold
6,327
0.11% 70
2016
Q1
$319K Buy
+6,327
New +$310K 0.11% 77

Other funds holding MRK