IFP 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 | $2.45M | Buy |
30,997
+1,833
| +6% | +$145K | 0.07% | 313 |
|
|
2025
Q1 | $2.62M | Buy |
29,164
+1,983
| +7% | +$178K | 0.08% | 293 |
|
|
2024
Q4 | $2.7M | Buy |
27,181
+2,741
| +11% | +$273K | 0.09% | 259 |
|
|
2024
Q3 | $2.78M | Buy |
24,440
+3,511
| +17% | +$399K | 0.1% | 230 |
|
|
2024
Q2 | $2.59M | Buy |
20,929
+6,296
| +43% | +$779K | 0.1% | 212 |
|
|
2024
Q1 | $1.93M | Sell |
14,633
-199
| -1% | -$26.3K | 0.08% | 259 |
|
|
2023
Q4 | $1.62M | Sell |
14,832
-4,788
| -24% | -$522K | 0.08% | 282 |
|
|
2023
Q3 | $2.02M | Sell |
19,620
-2,690
| -12% | -$277K | 0.09% | 230 |
|
|
2023
Q2 | $2.57M | Sell |
22,310
-2,695
| -11% | -$311K | 0.11% | 196 |
|
|
2023
Q1 | $1.51M | Sell |
25,005
-32,768
| -57% | -$1.98M | 0.07% | 287 |
|
|
2022
Q4 | $3.52M | Sell |
57,773
-3,805
| -6% | -$232K | 0.09% | 214 |
|
|
2022
Q3 | $3.74M | Buy |
61,578
+6,847
| +13% | +$416K | 0.1% | 219 |
|
|
2022
Q2 | $3.33M | Hold |
54,731
| – | – | 0.11% | 221 |
|
|
2022
Q1 | $3.33M | Buy |
54,731
+25,394
| +87% | +$1.55M | 0.11% | 221 |
|
|
2021
Q4 | $2.25M | Sell |
29,337
-731
| -2% | -$56.1K | 0.04% | 236 |
|
|
2021
Q3 | $2.27M | Buy |
30,068
+5,072
| +20% | +$382K | 0.05% | 223 |
|
|
2021
Q2 | $1.95M | Buy |
24,996
+5,342
| +27% | +$417K | 0.04% | 245 |
|
|
2021
Q1 | $1.45M | Buy |
19,654
+428
| +2% | +$31.5K | 0.03% | 301 |
|
|
2020
Q4 | $1.5M | Sell |
19,226
-1,284
| -6% | -$100K | 0.06% | 256 |
|
|
2020
Q3 | $1.62M | Buy |
20,510
+1,561
| +8% | +$123K | 0.1% | 205 |
|
|
2020
Q2 | $1.38M | Buy |
18,949
+545
| +3% | +$39.5K | 0.11% | 199 |
|
|
2020
Q1 | $1.29M | Sell |
18,404
-1,384
| -7% | -$97.2K | 0.13% | 169 |
|
|
2019
Q4 | $1.72M | Sell |
19,788
-11,516
| -37% | -$1M | 0.13% | 189 |
|
|
2019
Q3 | $2.47M | Buy |
+31,304
| New | +$2.47M | 0.17% | 139 |
|
|
2019
Q1 | $674K | Sell |
8,468
-28,248
| -77% | -$2.25M | 0.09% | 231 |
|
|
2018
Q4 | $2.64M | Sell |
36,716
-13,324
| -27% | -$958K | 0.16% | 146 |
|
|
2018
Q3 | $3.39M | Sell |
50,040
-1,913
| -4% | -$129K | 0.14% | 172 |
|
|
2018
Q2 | $3.01M | Sell |
51,953
-6,133
| -11% | -$355K | 0.13% | 184 |
|
|
2018
Q1 | $3.12M | Hold |
58,086
| – | – | 0.14% | 166 |
|
|
2017
Q4 | $3.12M | Sell |
58,086
-38,256
| -40% | -$2.05M | 0.14% | 165 |
|
|
2017
Q3 | $5.89M | Buy |
96,342
+5,210
| +6% | +$318K | 0.23% | 90 |
|
|
2017
Q2 | $5.57M | Sell |
91,132
-1,593
| -2% | -$97.4K | 0.24% | 91 |
|
|
2017
Q1 | $5.62M | Buy |
92,725
+1,648
| +2% | +$99.9K | 0.24% | 87 |
|
|
2016
Q4 | $5.12M | Buy |
91,077
+9,168
| +11% | +$515K | 0.25% | 88 |
|
|
2016
Q3 | $4.88M | Sell |
81,909
-8,367
| -9% | -$498K | 0.25% | 82 |
|
|
2016
Q2 | $4.96M | Buy |
90,276
+81,808
| +966% | +$4.5M | 0.28% | 75 |
|
|
2016
Q1 | $674K | Sell |
8,468
-74,208
| -90% | -$5.91M | 0.09% | 231 |
|
|
2015
Q4 | $4.17M | Buy |
+82,676
| New | +$4.17M | 0.28% | 76 |
|