Geneos Wealth 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 | $2.29M | Sell |
28,954
-19,061
| -40% | -$1.51M | 0.06% | 349 |
|
|
2025
Q1 | $4.31M | Buy |
48,015
+31,735
| +195% | +$2.85M | 0.06% | 328 |
|
|
2024
Q4 | $1.62M | Sell |
16,280
-772
| -5% | -$76.8K | 0.06% | 327 |
|
|
2024
Q3 | $1.94M | Buy |
17,052
+5,335
| +46% | +$606K | 0.07% | 289 |
|
|
2024
Q2 | $1.45M | Sell |
11,717
-8,239
| -41% | -$1.02M | 0.06% | 299 |
|
|
2024
Q1 | $2.63M | Sell |
19,956
-5,018
| -20% | -$662K | 0.12% | 206 |
|
|
2023
Q4 | $2.72M | Sell |
24,974
-1,750
| -7% | -$191K | 0.13% | 183 |
|
|
2023
Q3 | $2.75M | Sell |
26,724
-1,819
| -6% | -$187K | 0.14% | 170 |
|
|
2023
Q2 | $3.29M | Sell |
28,543
-39,458
| -58% | -$4.55M | 0.17% | 153 |
|
|
2023
Q1 | $7.23M | Sell |
68,001
-11,971
| -15% | -$1.27M | 0.44% | 43 |
|
|
2022
Q4 | $8.87M | Buy |
79,972
+16,841
| +27% | +$1.87M | 0.54% | 33 |
|
|
2022
Q3 | $5.44M | Sell |
63,131
-27,471
| -30% | -$2.37M | 0.37% | 56 |
|
|
2022
Q2 | $8.37M | Buy |
90,602
+17,538
| +24% | +$1.62M | 0.41% | 47 |
|
|
2022
Q1 | $5.99M | Sell |
73,064
-5,543
| -7% | -$455K | 0.26% | 88 |
|
|
2021
Q4 | $6.03M | Sell |
78,607
-7,348
| -9% | -$563K | 0.23% | 100 |
|
|
2021
Q3 | $7M | Buy |
85,955
+907
| +1% | +$73.9K | 0.27% | 74 |
|
|
2021
Q2 | $6.68M | Buy |
85,048
+30,870
| +57% | +$2.43M | 0.26% | 81 |
|
|
2021
Q1 | $3.85M | Sell |
54,178
-4,511
| -8% | -$321K | 0.11% | 200 |
|
|
2020
Q4 | $3.64M | Sell |
58,689
-3,562
| -6% | -$221K | 0.15% | 160 |
|
|
2020
Q3 | $4.93M | Sell |
62,251
-1,036
| -2% | -$82K | 0.26% | 89 |
|
|
2020
Q2 | $4.54M | Buy |
63,287
+5,970
| +10% | +$428K | 0.25% | 93 |
|
|
2020
Q1 | $3.93M | Sell |
57,317
-2,991
| -5% | -$205K | 0.26% | 85 |
|
|
2019
Q4 | $5.27M | Buy |
60,308
+3,282
| +6% | +$287K | 0.28% | 99 |
|
|
2019
Q3 | $4.51M | Buy |
57,026
+3,048
| +6% | +$241K | 0.27% | 100 |
|
|
2019
Q2 | $4.33M | Buy |
53,978
+4,350
| +9% | +$349K | 0.27% | 100 |
|
|
2019
Q1 | $3.94M | Buy |
49,628
+6,486
| +15% | +$515K | 0.26% | 104 |
|
|
2018
Q4 | $3.11M | Buy |
43,142
+1,479
| +4% | +$107K | 0.23% | 117 |
|
|
2018
Q3 | $2.83M | Sell |
41,663
-77,277
| -65% | -$5.24M | 0.19% | 142 |
|
|
2018
Q2 | $6.89M | Sell |
118,940
-1,396
| -1% | -$80.9K | 0.54% | 40 |
|
|
2018
Q1 | $6.25M | Buy |
120,336
+5,596
| +5% | +$291K | 0.55% | 44 |
|
|
2017
Q4 | $6.16M | Buy |
114,740
+4,310
| +4% | +$231K | 0.55% | 40 |
|
|
2017
Q3 | $6.75M | Sell |
110,430
-2,600
| -2% | -$159K | 0.67% | 29 |
|
|
2017
Q2 | $6.93M | Buy |
113,030
+13,340
| +13% | +$818K | 0.71% | 30 |
|
|
2017
Q1 | $6.06M | Buy |
99,690
+15,942
| +19% | +$970K | 0.63% | 35 |
|
|
2016
Q4 | $4.7M | Buy |
83,748
+12,756
| +18% | +$716K | 0.62% | 38 |
|
|
2016
Q3 | $4.23M | Buy |
70,992
+17,013
| +32% | +$1.01M | 0.57% | 40 |
|
|
2016
Q2 | $2.98M | Sell |
53,979
-1,163
| -2% | -$64.3K | 0.43% | 53 |
|
|
2016
Q1 | $2.83M | Buy |
+55,142
| New | +$2.83M | 0.43% | 49 |
|