HCR 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 | $317K | Sell |
4,007
-2,050
| -34% | -$162K | 0.04% | 179 |
|
|
2025
Q1 | $544K | Sell |
6,057
-13,639
| -69% | -$1.22M | 0.07% | 133 |
|
|
2024
Q4 | $1.96M | Sell |
19,696
-1,393
| -7% | -$139K | 0.25% | 65 |
|
|
2024
Q3 | $2.39M | Buy |
21,089
+78
| +0.4% | +$8.86K | 0.31% | 51 |
|
|
2024
Q2 | $2.6M | Buy |
21,011
+64
| +0.3% | +$7.92K | 0.37% | 42 |
|
|
2024
Q1 | $2.76M | Buy |
20,947
+966
| +5% | +$127K | 0.42% | 40 |
|
|
2023
Q4 | $2.18M | Buy |
19,981
+243
| +1% | +$26.5K | 0.34% | 50 |
|
|
2023
Q3 | $2.03M | Sell |
19,738
-1,027
| -5% | -$106K | 0.45% | 40 |
|
|
2023
Q2 | $2.4M | Sell |
20,765
-93
| -0.4% | -$10.7K | 0.44% | 38 |
|
|
2023
Q1 | $2.23M | Sell |
20,858
-1,100
| -5% | -$118K | 0.44% | 43 |
|
|
2022
Q4 | $2.45M | Sell |
21,958
-1,169
| -5% | -$130K | 0.51% | 38 |
|
|
2022
Q3 | $2.01M | Sell |
23,127
-70
| -0.3% | -$6.07K | 0.43% | 46 |
|
|
2022
Q2 | $2.13M | Sell |
23,197
-492
| -2% | -$45.2K | 0.43% | 51 |
|
|
2022
Q1 | $1.94M | Sell |
23,689
-308
| -1% | -$25.3K | 0.32% | 66 |
|
|
2021
Q4 | $1.84M | Sell |
23,997
-188
| -0.8% | -$14.4K | 0.29% | 75 |
|
|
2021
Q3 | $1.82M | Sell |
24,185
-234
| -1% | -$17.6K | 0.3% | 75 |
|
|
2021
Q2 | $1.9M | Sell |
24,419
-2,988
| -11% | -$232K | 0.33% | 70 |
|
|
2021
Q1 | $2.02M | Sell |
27,407
-3,844
| -12% | -$283K | 0.4% | 56 |
|
|
2020
Q4 | $2.44M | Buy |
31,251
+1,037
| +3% | +$80.9K | 0.51% | 32 |
|
|
2020
Q3 | $2.38M | Buy |
30,214
+1,226
| +4% | +$96.6K | 0.54% | 33 |
|
|
2020
Q2 | $2.16M | Sell |
28,988
-146
| -0.5% | -$10.9K | 0.51% | 28 |
|
|
2020
Q1 | $2.14M | Buy |
29,134
+102
| +0.4% | +$7.49K | 0.61% | 27 |
|
|
2019
Q4 | $2.52M | Buy |
29,032
+4,189
| +17% | +$363K | 0.61% | 30 |
|
|
2019
Q3 | $1.99M | Sell |
24,843
-611
| -2% | -$49K | 0.66% | 33 |
|
|
2019
Q2 | $2.04M | Buy |
25,454
+320
| +1% | +$25.6K | 0.58% | 33 |
|
|
2019
Q1 | $1.99M | Buy |
25,134
+2,061
| +9% | +$163K | 0.57% | 37 |
|
|
2018
Q4 | $1.68M | Buy |
23,073
+293
| +1% | +$21.4K | 0.54% | 39 |
|
|
2018
Q3 | $1.57M | Buy |
22,780
+209
| +0.9% | +$14.4K | 0.51% | 48 |
|
|
2018
Q2 | $1.31M | Sell |
22,571
-864
| -4% | -$50K | 0.43% | 53 |
|
|
2018
Q1 | $1.22M | Buy |
23,435
+461
| +2% | +$24K | 0.42% | 57 |
|
|
2017
Q4 | $1.23M | Buy |
22,974
+10,844
| +89% | +$582K | 0.43% | 53 |
|
|
2017
Q3 | $741K | Buy |
12,130
+88
| +0.7% | +$5.38K | 0.31% | 80 |
|
|
2017
Q2 | $736K | Sell |
12,042
-73
| -0.6% | -$4.46K | 0.36% | 66 |
|
|
2017
Q1 | $735K | Buy |
12,115
+2,478
| +26% | +$150K | 0.38% | 68 |
|
|
2016
Q4 | $541K | Buy |
+9,637
| New | +$541K | 0.29% | 80 |
|