Hummer Financial Advisory Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Hold |
5,116
| – | – | 0.31% | 69 |
|
|
2025
Q1 | $463K | Sell |
5,116
-73
| -1% | -$6.61K | 0.38% | 58 |
|
|
2024
Q4 | $520K | Sell |
5,189
-100
| -2% | -$10K | 0.41% | 48 |
|
|
2024
Q3 | $605K | Hold |
5,289
| – | – | 0.48% | 39 |
|
|
2024
Q2 | $659K | Hold |
5,289
| – | – | 0.57% | 37 |
|
|
2024
Q1 | $702K | Hold |
5,289
| – | – | 0.58% | 36 |
|
|
2023
Q4 | $581K | Hold |
5,289
| – | – | 0.53% | 40 |
|
|
2023
Q3 | $548K | Hold |
5,289
| – | – | 0.56% | 36 |
|
|
2023
Q2 | $614K | Hold |
5,289
| – | – | 0.6% | 34 |
|
|
2023
Q1 | $566K | Sell |
5,289
-466
| -8% | -$49.9K | 0.6% | 37 |
|
|
2022
Q4 | $642K | Sell |
5,755
-200
| -3% | -$22.3K | 0.71% | 31 |
|
|
2022
Q3 | $517K | Sell |
5,955
-200
| -3% | -$17.4K | 0.61% | 36 |
|
|
2022
Q2 | $565K | Hold |
6,155
| – | – | 0.64% | 35 |
|
|
2022
Q1 | $509K | Buy |
6,155
+566
| +10% | +$46.8K | 0.46% | 48 |
|
|
2021
Q4 | $432K | Sell |
5,589
-834
| -13% | -$64.5K | 0.36% | 62 |
|
|
2021
Q3 | $486K | Hold |
6,423
| – | – | 0.45% | 52 |
|
|
2021
Q2 | $503K | Sell |
6,423
-308
| -5% | -$24.1K | 0.46% | 51 |
|
|
2021
Q1 | $499K | Hold |
6,731
| – | – | 0.48% | 50 |
|
|
2020
Q4 | $529K | Hold |
6,731
| – | – | 0.56% | 40 |
|
|
2020
Q3 | $537K | Hold |
6,731
| – | – | 0.63% | 35 |
|
|
2020
Q2 | $500K | Hold |
6,731
| – | – | 0.64% | 38 |
|
|
2020
Q1 | $498K | Buy |
6,731
+174
| +3% | +$12.9K | 0.75% | 37 |
|
|
2019
Q4 | $573K | Buy |
+6,557
| New | +$573K | 0.62% | 42 |
|