Institutional & Family Asset Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$5.77M Sell
46,620
-581
-1% -$71.9K 0.88% 24
2024
Q1
$6.23M Sell
47,201
-6,840
-13% -$903K 0.99% 18
2023
Q4
$5.89M Sell
54,041
-326
-0.6% -$35.5K 0.97% 19
2023
Q3
$5.6M Sell
54,367
-248
-0.5% -$25.5K 0.92% 24
2023
Q2
$6.3M Sell
54,615
-2,493
-4% -$288K 1.03% 19
2023
Q1
$6.08M Buy
57,108
+768
+1% +$81.7K 1% 17
2022
Q4
$6.25M Sell
56,340
-8,969
-14% -$995K 1.04% 15
2022
Q3
$5.62M Sell
65,309
-151
-0.2% -$13K 1% 15
2022
Q2
$5.97M Buy
65,460
+1,103
+2% +$101K 1.03% 16
2022
Q1
$5.28M Buy
64,357
+1,281
+2% +$105K 0.83% 23
2021
Q4
$4.83M Buy
63,076
+2,083
+3% +$160K 0.75% 26
2021
Q3
$4.58M Sell
60,993
-85
-0.1% -$6.38K 0.73% 25
2021
Q2
$4.75M Buy
61,078
+8,590
+16% +$668K 0.78% 25
2021
Q1
$3.86M Buy
52,488
+4,128
+9% +$304K 0.75% 31
2020
Q4
$3.78M Buy
48,360
+2,695
+6% +$210K 0.79% 26
2020
Q3
$3.61M Sell
45,665
-4,248
-9% -$336K 0.84% 23
2020
Q2
$3.68M Sell
49,913
-810
-2% -$59.8K 0.76% 30
2020
Q1
$3.72M Buy
50,723
+3,580
+8% +$263K 0.86% 25
2019
Q4
$4.09M Sell
47,143
-5,881
-11% -$510K 0.86% 26
2019
Q3
$4.26M Sell
53,024
-1,989
-4% -$160K 0.93% 20
2019
Q2
$4.4M Buy
55,013
+1,953
+4% +$156K 0.95% 20
2019
Q1
$4.21M Sell
53,060
-791
-1% -$62.8K 0.89% 25
2018
Q4
$3.93M Sell
53,851
-13,950
-21% -$1.02M 0.88% 25
2018
Q3
$4.59M Buy
67,801
+7,056
+12% +$478K 0.91% 24
2018
Q2
$3.52M Sell
60,745
-9,372
-13% -$543K 0.73% 39
2018
Q1
$3.64M Sell
70,117
-16,495
-19% -$857K 0.77% 33
2017
Q4
$4.65M Buy
86,612
+28,086
+48% +$1.51M 0.89% 29
2017
Q3
$3.58M Buy
58,526
+2,256
+4% +$138K 0.72% 51
2017
Q2
$3.44M Sell
56,270
-532
-0.9% -$32.5K 0.84% 48
2017
Q1
$3.44M Sell
56,802
-341
-0.6% -$20.7K 1.07% 48
2016
Q4
$3.21M Buy
57,143
+791
+1% +$44.4K 1.01% 58
2016
Q3
$3.36M Buy
56,352
+5,023
+10% +$299K 1.12% 47
2016
Q2
$2.82M Buy
51,329
+2,262
+5% +$124K 0.98% 57
2016
Q1
$2.47M Sell
49,067
-125
-0.3% -$6.3K 0.92% 54
2015
Q4
$2.48M Buy
+49,192
New +$2.48M 0.93% 54