Gould Asset 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 | $271K | Sell |
3,425
-145
| -4% | -$11.5K | 0.05% | 143 |
|
|
2025
Q1 | $320K | Buy |
3,570
+5
| +0.1% | +$449 | 0.07% | 126 |
|
|
2024
Q4 | $355K | Sell |
3,565
-618
| -15% | -$61.5K | 0.07% | 119 |
|
|
2024
Q3 | $475K | Sell |
4,183
-90
| -2% | -$10.2K | 0.1% | 100 |
|
|
2024
Q2 | $529K | Sell |
4,273
-150
| -3% | -$18.6K | 0.12% | 89 |
|
|
2024
Q1 | $584K | Sell |
4,423
-55
| -1% | -$7.26K | 0.14% | 83 |
|
|
2023
Q4 | $488K | Buy |
4,478
+2,410
| +117% | +$263K | 0.13% | 84 |
|
|
2023
Q3 | $213K | Sell |
2,068
-5
| -0.2% | -$515 | 0.06% | 134 |
|
|
2023
Q2 | $239K | Sell |
2,073
-25
| -1% | -$2.89K | 0.07% | 126 |
|
|
2023
Q1 | $223K | Sell |
2,098
-25
| -1% | -$2.66K | 0.06% | 128 |
|
|
2022
Q4 | $236K | Sell |
2,123
-329
| -13% | -$36.5K | 0.07% | 132 |
|
|
2022
Q3 | $211K | Sell |
2,452
-25
| -1% | -$2.15K | 0.07% | 119 |
|
|
2022
Q2 | $226K | Buy |
+2,477
| New | +$226K | 0.07% | 124 |
|
|
2021
Q4 | – | Sell |
-3,965
| Closed | -$298K | – | 142 |
|
|
2021
Q3 | $298K | Sell |
3,965
-18,541
| -82% | -$1.39M | 0.09% | 101 |
|
|
2021
Q2 | $1.75M | Sell |
22,506
-1,080
| -5% | -$84K | 0.5% | 29 |
|
|
2021
Q1 | $1.74M | Sell |
23,586
-53
| -0.2% | -$3.9K | 0.53% | 29 |
|
|
2020
Q4 | $1.85M | Hold |
23,639
| – | – | 0.56% | 28 |
|
|
2020
Q3 | $1.87M | Hold |
23,639
| – | – | 0.63% | 26 |
|
|
2020
Q2 | $1.74M | Sell |
23,639
-52
| -0.2% | -$3.84K | 0.61% | 29 |
|
|
2020
Q1 | $1.74M | Hold |
23,691
| – | – | 0.66% | 24 |
|
|
2019
Q4 | $2.06M | Hold |
23,691
| – | – | 0.68% | 24 |
|
|
2019
Q3 | $1.9M | Hold |
23,691
| – | – | 0.67% | 23 |
|
|
2019
Q2 | $1.9M | Hold |
23,691
| – | – | 0.68% | 22 |
|
|
2019
Q1 | $1.88M | Hold |
23,691
| – | – | 0.7% | 22 |
|
|
2018
Q4 | $1.73M | Hold |
23,691
| – | – | 0.72% | 23 |
|
|
2018
Q3 | $1.6M | Sell |
23,691
-32
| -0.1% | -$2.17K | 0.64% | 24 |
|
|
2018
Q2 | $1.37M | Sell |
23,723
-162
| -0.7% | -$9.38K | 0.59% | 24 |
|
|
2018
Q1 | $1.24M | Buy |
23,885
+1,210
| +5% | +$62.9K | 0.54% | 29 |
|
|
2017
Q4 | $1.22M | Sell |
22,675
-1,300
| -5% | -$69.8K | 0.53% | 27 |
|
|
2017
Q3 | $1.47M | Buy |
23,975
+567
| +2% | +$34.6K | 0.66% | 24 |
|
|
2017
Q2 | $1.43M | Hold |
23,408
| – | – | 0.69% | 20 |
|
|
2017
Q1 | $1.42M | Hold |
23,408
| – | – | 0.71% | 19 |
|
|
2016
Q4 | $1.32M | Hold |
23,408
| – | – | 0.67% | 19 |
|
|
2016
Q3 | $1.39M | Hold |
23,408
| – | – | 0.75% | 18 |
|
|
2016
Q2 | $1.29M | Sell |
23,408
-4,507
| -16% | -$248K | 0.69% | 20 |
|
|
2016
Q1 | $1.41M | Hold |
27,915
| – | – | 0.76% | 18 |
|
|
2015
Q4 | $1.41M | Sell |
27,915
-109
| -0.4% | -$5.49K | 0.75% | 16 |
|
|
2015
Q3 | $1.32M | Sell |
28,024
-1,048
| -4% | -$49.4K | 0.74% | 18 |
|
|
2015
Q2 | $1.58M | Hold |
29,072
| – | – | 0.8% | 17 |
|
|
2015
Q1 | $1.59M | Hold |
29,072
| – | – | 0.78% | 17 |
|
|
2014
Q4 | $1.58M | Hold |
29,072
| – | – | 0.77% | 18 |
|
|
2014
Q3 | $1.64M | Hold |
29,072
| – | – | 0.8% | 20 |
|
|
2014
Q2 | $1.61M | Hold |
29,072
| – | – | 0.77% | 20 |
|
|
2014
Q1 | $1.58M | Buy |
29,072
+109
| +0.4% | +$5.91K | 0.83% | 19 |
|
|
2013
Q4 | $1.38M | Sell |
28,963
-314
| -1% | -$15K | 0.81% | 21 |
|
|
2013
Q3 | $1.33M | Sell |
29,277
-314
| -1% | -$14.3K | 0.84% | 18 |
|
|
2013
Q2 | $1.31M | Buy |
+29,591
| New | +$1.31M | 0.82% | 18 |
|