Jackson Grant Investment Advisers’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
12,066
+65
| +0.5% | +$5.15K | 0.35% | 44 |
|
|
2025
Q1 | $1.08M | Buy |
12,001
+56
| +0.5% | +$5.03K | 0.42% | 40 |
|
|
2024
Q4 | $1.19M | Buy |
11,945
+48
| +0.4% | +$4.78K | 0.46% | 38 |
|
|
2024
Q3 | $1.35M | Buy |
11,897
+41
| +0.3% | +$4.66K | 0.51% | 35 |
|
|
2024
Q2 | $1.47M | Buy |
11,856
+297
| +3% | +$36.8K | 0.59% | 30 |
|
|
2024
Q1 | $1.53M | Buy |
11,559
+53
| +0.5% | +$6.99K | 0.62% | 28 |
|
|
2023
Q4 | $1.25M | Buy |
11,506
+55
| +0.5% | +$6K | 0.56% | 32 |
|
|
2023
Q3 | $1.18M | Buy |
11,451
+51
| +0.4% | +$5.25K | 0.57% | 34 |
|
|
2023
Q2 | $1.32M | Buy |
11,400
+51
| +0.4% | +$5.89K | 0.61% | 32 |
|
|
2023
Q1 | $1.21M | Buy |
11,349
+100
| +0.9% | +$10.6K | 0.57% | 33 |
|
|
2022
Q4 | $1.25M | Buy |
11,249
+59
| +0.5% | +$6.55K | 0.6% | 31 |
|
|
2022
Q3 | $964K | Buy |
11,190
+56
| +0.5% | +$4.82K | 0.5% | 35 |
|
|
2022
Q2 | $1.02M | Buy |
11,134
+97
| +0.9% | +$8.84K | 0.5% | 36 |
|
|
2022
Q1 | $906K | Buy |
11,037
+72
| +0.7% | +$5.91K | 0.38% | 41 |
|
|
2021
Q4 | $840K | Buy |
10,965
+62
| +0.6% | +$4.75K | 0.43% | 38 |
|
|
2021
Q3 | $819K | Buy |
10,903
+61
| +0.6% | +$4.58K | 0.36% | 41 |
|
|
2021
Q2 | $843K | Sell |
10,842
-447
| -4% | -$34.8K | 0.37% | 41 |
|
|
2021
Q1 | $830K | Buy |
11,289
+555
| +5% | +$40.8K | 0.38% | 42 |
|
|
2020
Q4 | $838K | Buy |
10,734
+61
| +0.6% | +$4.76K | 0.43% | 37 |
|
|
2020
Q3 | $845K | Buy |
10,673
+63
| +0.6% | +$4.99K | 0.51% | 33 |
|
|
2020
Q2 | $783K | Buy |
10,610
+64
| +0.6% | +$4.72K | 0.5% | 34 |
|
|
2020
Q1 | $774K | Buy |
10,546
+53
| +0.5% | +$3.89K | 0.57% | 30 |
|
|
2019
Q4 | $911K | Buy |
10,493
+159
| +2% | +$13.8K | 0.49% | 33 |
|
|
2019
Q3 | $830K | Buy |
10,334
+51
| +0.5% | +$4.1K | 0.47% | 33 |
|
|
2019
Q2 | $823K | Buy |
10,283
+51
| +0.5% | +$4.08K | 0.48% | 33 |
|
|
2019
Q1 | $812K | Buy |
10,232
+36
| +0.4% | +$2.86K | 0.49% | 33 |
|
|
2018
Q4 | $743K | Buy |
10,196
+268
| +3% | +$19.5K | 0.52% | 33 |
|
|
2018
Q3 | $672K | Buy |
9,928
+77
| +0.8% | +$5.21K | 0.42% | 39 |
|
|
2018
Q2 | $571K | Sell |
9,851
-345
| -3% | -$20K | 0.39% | 38 |
|
|
2018
Q1 | $530K | Sell |
10,196
-435
| -4% | -$22.6K | 0.37% | 39 |
|
|
2017
Q4 | $571K | Sell |
10,631
-225
| -2% | -$12.1K | 0.39% | 41 |
|
|
2017
Q3 | $663K | Buy |
10,856
+1,119
| +11% | +$68.3K | 0.48% | 34 |
|
|
2017
Q2 | $595K | Buy |
9,737
+41
| +0.4% | +$2.51K | 0.46% | 34 |
|
|
2017
Q1 | $588K | Buy |
9,696
+39
| +0.4% | +$2.37K | 0.47% | 32 |
|
|
2016
Q4 | $542K | Buy |
9,657
+4,023
| +71% | +$226K | 0.46% | 34 |
|
|
2016
Q3 | $336K | Buy |
5,634
+149
| +3% | +$8.89K | 0.28% | 42 |
|
|
2016
Q2 | $302K | Buy |
5,485
+46
| +0.8% | +$2.53K | 0.27% | 42 |
|
|
2016
Q1 | $275K | Buy |
5,439
+249
| +5% | +$12.6K | 0.25% | 48 |
|
|
2015
Q4 | $262K | Buy |
+5,190
| New | +$262K | 0.25% | 49 |
|