J.W. Coons 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 | $4.45M | Sell |
56,220
-1,170
| -2% | -$92.6K | 1.01% | 22 |
|
|
2025
Q1 | $5.15M | Buy |
57,390
+85
| +0.1% | +$7.63K | 1.36% | 13 |
|
|
2024
Q4 | $5.7M | Buy |
57,305
+144
| +0.3% | +$14.3K | 1.46% | 10 |
|
|
2024
Q3 | $6.49M | Buy |
57,161
+41
| +0.1% | +$4.66K | 1.62% | 7 |
|
|
2024
Q2 | $7.07M | Buy |
57,120
+805
| +1% | +$99.7K | 1.71% | 6 |
|
|
2024
Q1 | $7.43M | Sell |
56,315
-482
| -0.8% | -$63.6K | 1.68% | 6 |
|
|
2023
Q4 | $6.19M | Sell |
56,797
-288
| -0.5% | -$31.4K | 1.68% | 6 |
|
|
2023
Q3 | $5.88M | Sell |
57,085
-2,160
| -4% | -$222K | 1.7% | 6 |
|
|
2023
Q2 | $6.84M | Sell |
59,245
-270
| -0.5% | -$31.2K | 1.87% | 5 |
|
|
2023
Q1 | $6.33M | Sell |
59,515
-1,360
| -2% | -$145K | 1.82% | 6 |
|
|
2022
Q4 | $6.75M | Buy |
60,875
+15,702
| +35% | +$1.74M | 2.02% | 5 |
|
|
2022
Q3 | $3.89M | Buy |
45,173
+2,100
| +5% | +$181K | 1.47% | 9 |
|
|
2022
Q2 | $3.92M | Sell |
43,073
-261
| -0.6% | -$23.8K | 1.39% | 10 |
|
|
2022
Q1 | $3.56M | Buy |
43,334
+2,624
| +6% | +$215K | 1.06% | 21 |
|
|
2021
Q4 | $3.12M | Hold |
40,710
| – | – | 0.94% | 26 |
|
|
2021
Q3 | $3.06M | Buy |
40,710
+1,120
| +3% | +$84.2K | 1.05% | 21 |
|
|
2021
Q2 | $3.08M | Sell |
39,590
-2,703
| -6% | -$210K | 1.09% | 20 |
|
|
2021
Q1 | $3.11M | Hold |
42,293
| – | – | 1.11% | 22 |
|
|
2020
Q4 | $3.3M | Sell |
42,293
-272
| -0.6% | -$21.2K | 1.26% | 18 |
|
|
2020
Q3 | $3.37M | Sell |
42,565
-253
| -0.6% | -$20K | 1.4% | 12 |
|
|
2020
Q2 | $3.16M | Buy |
42,818
+2,096
| +5% | +$155K | 1.4% | 14 |
|
|
2020
Q1 | $2.99M | Buy |
+40,722
| New | +$2.99M | 1.57% | 10 |
|