JFS Wealth 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 | $1.42M | Sell |
17,946
-454
| -2% | -$35.9K | 0.09% | 122 |
|
|
2025
Q1 | $1.65M | Buy |
18,400
+153
| +0.8% | +$13.7K | 0.11% | 109 |
|
|
2024
Q4 | $1.82M | Sell |
18,247
-160
| -0.9% | -$15.9K | 0.12% | 96 |
|
|
2024
Q3 | $2.09M | Buy |
18,407
+5,071
| +38% | +$576K | 0.14% | 93 |
|
|
2024
Q2 | $1.65M | Sell |
13,336
-451
| -3% | -$55.8K | 0.13% | 86 |
|
|
2024
Q1 | $1.82M | Buy |
13,787
+109
| +0.8% | +$14.4K | 0.14% | 83 |
|
|
2023
Q4 | $1.49M | Buy |
13,678
+356
| +3% | +$38.8K | 0.13% | 87 |
|
|
2023
Q3 | $1.37M | Buy |
13,322
+1,232
| +10% | +$127K | 0.13% | 94 |
|
|
2023
Q2 | $1.4M | Sell |
12,090
-390
| -3% | -$45K | 0.13% | 100 |
|
|
2023
Q1 | $1.33M | Buy |
12,480
+1,338
| +12% | +$142K | 0.13% | 96 |
|
|
2022
Q4 | $1.24M | Buy |
11,142
+207
| +2% | +$23K | 0.12% | 98 |
|
|
2022
Q3 | $942K | Buy |
10,935
+1,397
| +15% | +$120K | 0.1% | 107 |
|
|
2022
Q2 | $870K | Buy |
9,538
+230
| +2% | +$21K | 0.09% | 111 |
|
|
2022
Q1 | $764K | Buy |
9,308
+365
| +4% | +$30K | 0.07% | 131 |
|
|
2021
Q4 | $685K | Buy |
8,943
+1,204
| +16% | +$92.2K | 0.06% | 139 |
|
|
2021
Q3 | $581K | Buy |
7,739
+381
| +5% | +$28.6K | 0.06% | 142 |
|
|
2021
Q2 | $572K | Sell |
7,358
-299
| -4% | -$23.2K | 0.09% | 110 |
|
|
2021
Q1 | $563K | Sell |
7,657
-78
| -1% | -$5.74K | 0.11% | 94 |
|
|
2020
Q4 | $604K | Buy |
7,735
+217
| +3% | +$16.9K | 0.13% | 89 |
|
|
2020
Q3 | $595K | Hold |
7,518
| – | – | 0.14% | 86 |
|
|
2020
Q2 | $555K | Sell |
7,518
-1,349
| -15% | -$99.6K | 0.14% | 88 |
|
|
2020
Q1 | $651K | Sell |
8,867
-541
| -6% | -$39.7K | 0.2% | 79 |
|
|
2019
Q4 | $816K | Buy |
9,408
+55
| +0.6% | +$4.77K | 0.2% | 77 |
|
|
2019
Q3 | $751K | Sell |
9,353
-182
| -2% | -$14.6K | 0.19% | 80 |
|
|
2019
Q2 | $763K | Sell |
9,535
-14
| -0.1% | -$1.12K | 0.19% | 80 |
|
|
2019
Q1 | $758K | Sell |
9,549
-91
| -0.9% | -$7.22K | 0.2% | 80 |
|
|
2018
Q4 | $703K | Buy |
9,640
+5
| +0.1% | +$365 | 0.19% | 79 |
|
|
2018
Q3 | $652K | Hold |
9,635
| – | – | 0.17% | 86 |
|
|
2018
Q2 | $558K | Sell |
9,635
-192
| -2% | -$11.1K | 0.15% | 86 |
|
|
2018
Q1 | $511K | Buy |
9,827
+51
| +0.5% | +$2.65K | 0.13% | 85 |
|
|
2017
Q4 | $525K | Sell |
9,776
-1,257
| -11% | -$67.5K | 0.13% | 83 |
|
|
2017
Q3 | $674K | Buy |
11,033
+1,310
| +13% | +$80K | 0.17% | 74 |
|
|
2017
Q2 | $595K | Buy |
9,723
+231
| +2% | +$14.1K | 0.16% | 71 |
|
|
2017
Q1 | $533K | Hold |
9,492
| – | – | 0.14% | 84 |
|
|
2016
Q4 | $533K | Sell |
9,492
-1,354
| -12% | -$76K | 0.14% | 84 |
|
|
2016
Q3 | $646K | Buy |
10,846
+42
| +0.4% | +$2.5K | 0.18% | 77 |
|
|
2016
Q2 | $594K | Sell |
10,804
-63
| -0.6% | -$3.46K | 0.16% | 84 |
|
|
2016
Q1 | $549K | Buy |
10,867
+63
| +0.6% | +$3.18K | 0.16% | 82 |
|
|
2015
Q4 | $545K | Buy |
10,804
+107
| +1% | +$5.4K | 0.16% | 86 |
|
|
2015
Q3 | $504K | Sell |
10,697
-2,421
| -18% | -$114K | 0.22% | 63 |
|
|
2015
Q2 | $713K | Hold |
13,118
| – | – | 0.37% | 50 |
|
|
2015
Q1 | $719K | Sell |
13,118
-152
| -1% | -$8.33K | 0.34% | 51 |
|
|
2014
Q4 | $719K | Buy |
13,270
+280
| +2% | +$15.2K | 0.11% | 51 |
|
|
2014
Q3 | $735K | Buy |
12,990
+68
| +0.5% | +$3.85K | 0.13% | 38 |
|
|
2014
Q2 | $713K | Sell |
12,922
-715
| -5% | -$39.5K | 0.13% | 41 |
|
|
2014
Q1 | $739K | Sell |
13,637
-70
| -0.5% | -$3.79K | 0.41% | 46 |
|
|
2013
Q4 | $655K | Sell |
13,707
-10,374
| -43% | -$496K | 0.29% | 54 |
|
|
2013
Q3 | $1.09M | Buy |
24,081
+1,338
| +6% | +$60.8K | 0.51% | 40 |
|
|
2013
Q2 | $1.01M | Buy |
+22,743
| New | +$1.01M | 0.51% | 42 |
|