JGP Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
11,722
+243
| +2% | +$19.2K | 0.11% | 101 |
|
|
2025
Q1 | $1.03M | Buy |
11,479
+6,830
| +147% | +$613K | 0.14% | 92 |
|
|
2024
Q4 | $462K | Sell |
4,649
-28
| -0.6% | -$2.79K | 0.06% | 133 |
|
|
2024
Q3 | $531K | Buy |
4,677
+179
| +4% | +$20.3K | 0.07% | 125 |
|
|
2024
Q2 | $557K | Sell |
4,498
-14
| -0.3% | -$1.73K | 0.08% | 119 |
|
|
2024
Q1 | $595K | Sell |
4,512
-27
| -0.6% | -$3.56K | 0.09% | 113 |
|
|
2023
Q4 | $495K | Sell |
4,539
-396
| -8% | -$43.2K | 0.07% | 116 |
|
|
2023
Q3 | $508K | Sell |
4,935
-12
| -0.2% | -$1.24K | 0.09% | 110 |
|
|
2023
Q2 | $571K | Sell |
4,947
-949
| -16% | -$110K | 0.09% | 107 |
|
|
2023
Q1 | $627K | Sell |
5,896
-6,123
| -51% | -$651K | 0.11% | 104 |
|
|
2022
Q4 | $1.33M | Sell |
12,019
-62
| -0.5% | -$6.88K | 0.25% | 71 |
|
|
2022
Q3 | $1.06M | Buy |
12,081
+64
| +0.5% | +$5.61K | 0.22% | 72 |
|
|
2022
Q2 | $1.12M | Buy |
12,017
+182
| +2% | +$16.9K | 0.23% | 71 |
|
|
2022
Q1 | $1.04M | Buy |
11,835
+7,299
| +161% | +$640K | 0.19% | 75 |
|
|
2021
Q4 | $358K | Buy |
4,536
+47
| +1% | +$3.71K | 0.07% | 122 |
|
|
2021
Q3 | $337K | Buy |
4,489
+5
| +0.1% | +$375 | 0.07% | 117 |
|
|
2021
Q2 | $349K | Sell |
4,484
-210
| -4% | -$16.3K | 0.08% | 122 |
|
|
2021
Q1 | $345K | Sell |
4,694
-48
| -1% | -$3.53K | 0.08% | 118 |
|
|
2020
Q4 | $344K | Buy |
4,742
+449
| +10% | +$32.6K | 0.08% | 116 |
|
|
2020
Q3 | $328K | Sell |
4,293
-73
| -2% | -$5.58K | 0.09% | 103 |
|
|
2020
Q2 | $325K | Buy |
4,366
+702
| +19% | +$52.3K | 0.1% | 98 |
|
|
2020
Q1 | $285K | Sell |
3,664
-285
| -7% | -$22.2K | 0.1% | 105 |
|
|
2019
Q4 | $345K | Hold |
3,949
| – | – | 0.1% | 101 |
|
|
2019
Q3 | $308K | Sell |
3,949
-2,778
| -41% | -$217K | 0.11% | 102 |
|
|
2019
Q2 | $538K | Hold |
6,727
| – | – | 0.19% | 87 |
|
|
2019
Q1 | $534K | Sell |
6,727
-262
| -4% | -$20.8K | 0.2% | 85 |
|
|
2018
Q4 | $510K | Hold |
6,989
| – | – | 0.21% | 85 |
|
|
2018
Q3 | $474K | Buy |
6,989
+2,854
| +69% | +$194K | 0.19% | 87 |
|
|
2018
Q2 | $240K | Buy |
+4,135
| New | +$240K | 0.1% | 107 |
|