Guardian Investment 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 | $1.2M | Hold |
15,100
| – | – | 1.2% | 27 |
|
|
2025
Q1 | $1.36M | Sell |
15,100
-200
| -1% | -$18K | 1.14% | 22 |
|
|
2024
Q4 | $1.52M | Sell |
15,300
-200
| -1% | -$19.9K | 1.09% | 23 |
|
|
2024
Q3 | $1.76M | Sell |
15,500
-5,400
| -26% | -$613K | 1.52% | 19 |
|
|
2024
Q2 | $2.59M | Buy |
20,900
+4,700
| +29% | +$582K | 1.85% | 20 |
|
|
2024
Q1 | $2.14M | Sell |
16,200
-1,500
| -8% | -$198K | 1.72% | 20 |
|
|
2023
Q4 | $1.93M | Sell |
17,700
-300
| -2% | -$32.7K | 1.63% | 19 |
|
|
2023
Q3 | $1.85M | Sell |
18,000
-400
| -2% | -$41.2K | 1.68% | 20 |
|
|
2023
Q2 | $2.12M | Sell |
18,400
-5,300
| -22% | -$612K | 1.81% | 20 |
|
|
2023
Q1 | $1.83M | Buy |
23,700
+5,000
| +27% | +$385K | 1.37% | 28 |
|
|
2022
Q4 | $2.07M | Hold |
18,700
| – | – | 1.96% | 19 |
|
|
2022
Q3 | $1.61M | Buy |
18,700
+200
| +1% | +$17.2K | 1.63% | 23 |
|
|
2022
Q2 | $1.69M | Sell |
18,500
-200
| -1% | -$18.2K | 1.47% | 27 |
|
|
2022
Q1 | $1.53M | Hold |
18,700
| – | – | 1.19% | 33 |
|
|
2021
Q4 | $1.43M | Hold |
18,700
| – | – | 1% | 35 |
|
|
2021
Q3 | $1.4M | Sell |
18,700
-5,200
| -22% | -$390K | 1.04% | 35 |
|
|
2021
Q2 | $1.86M | Sell |
23,900
-938
| -4% | -$72.9K | 1.27% | 27 |
|
|
2021
Q1 | $1.83M | Buy |
24,838
+3,459
| +16% | +$254K | 1.3% | 28 |
|
|
2020
Q4 | $1.67M | Sell |
21,379
-1,677
| -7% | -$131K | 1.27% | 30 |
|
|
2020
Q3 | $1.82M | Buy |
23,056
+10,480
| +83% | +$829K | 1.59% | 24 |
|
|
2020
Q2 | $322K | Buy |
+12,576
| New | +$322K | 0.29% | 52 |
|
|
2019
Q3 | – | Sell |
-12,419
| Closed | -$993K | – | 56 |
|
|
2019
Q2 | $993K | Hold |
12,419
| – | – | 0.86% | 41 |
|
|
2019
Q1 | $985K | Sell |
12,419
-314
| -2% | -$24.9K | 0.85% | 42 |
|
|
2018
Q4 | $928K | Sell |
12,733
-105
| -0.8% | -$7.65K | 0.86% | 40 |
|
|
2018
Q3 | $869K | Sell |
12,838
-2,830
| -18% | -$192K | 0.76% | 47 |
|
|
2018
Q2 | $907K | Buy |
+15,668
| New | +$907K | 0.87% | 44 |
|
|
2017
Q1 | – | Sell |
-11,287
| Closed | -$634K | – | 60 |
|
|
2016
Q4 | $634K | Buy |
+11,287
| New | +$634K | 0.73% | 43 |
|