JNBA Financial 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 | $451K | Hold |
5,695
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $511K | Hold |
5,695
| – | – | 0.05% | 127 |
|
|
2024
Q4 | $567K | Sell |
5,695
-93
| -2% | -$9.25K | 0.06% | 124 |
|
|
2024
Q3 | $657K | Sell |
5,788
-48
| -0.8% | -$5.45K | 0.07% | 116 |
|
|
2024
Q2 | $722K | Sell |
5,836
-200
| -3% | -$24.8K | 0.08% | 110 |
|
|
2024
Q1 | $796K | Sell |
6,036
-345
| -5% | -$45.5K | 0.08% | 110 |
|
|
2023
Q4 | $696K | Buy |
6,381
+4
| +0.1% | +$436 | 0.08% | 117 |
|
|
2023
Q3 | $656K | Sell |
6,377
-46
| -0.7% | -$4.74K | 0.08% | 117 |
|
|
2023
Q2 | $741K | Buy |
6,423
+50
| +0.8% | +$5.77K | 0.09% | 113 |
|
|
2023
Q1 | $678K | Sell |
6,373
-479
| -7% | -$51K | 0.09% | 113 |
|
|
2022
Q4 | $760K | Sell |
6,852
-1,303
| -16% | -$145K | 0.11% | 112 |
|
|
2022
Q3 | $702K | Sell |
8,155
-247
| -3% | -$21.3K | 0.11% | 110 |
|
|
2022
Q2 | $766K | Sell |
8,402
-170
| -2% | -$15.5K | 0.12% | 100 |
|
|
2022
Q1 | $703K | Sell |
8,572
-247
| -3% | -$20.3K | 0.09% | 113 |
|
|
2021
Q4 | $676K | Buy |
8,819
+296
| +3% | +$22.7K | 0.08% | 113 |
|
|
2021
Q3 | $640K | Buy |
8,523
+790
| +10% | +$59.3K | 0.09% | 111 |
|
|
2021
Q2 | $601K | Buy |
7,733
+1,010
| +15% | +$78.5K | 0.08% | 108 |
|
|
2021
Q1 | $494K | Buy |
6,723
+1,405
| +26% | +$103K | 0.07% | 119 |
|
|
2020
Q4 | $415K | Buy |
5,318
+96
| +2% | +$7.49K | 0.07% | 121 |
|
|
2020
Q3 | $413K | Sell |
5,222
-45
| -0.9% | -$3.56K | 0.08% | 106 |
|
|
2020
Q2 | $389K | Buy |
5,267
+52
| +1% | +$3.84K | 0.08% | 107 |
|
|
2020
Q1 | $383K | Hold |
5,215
| – | – | 0.09% | 102 |
|
|
2019
Q4 | $453K | Buy |
5,215
+173
| +3% | +$15K | 0.09% | 104 |
|
|
2019
Q3 | $405K | Buy |
5,042
+150
| +3% | +$12K | 0.08% | 103 |
|
|
2019
Q2 | $391K | Buy |
4,892
+616
| +14% | +$49.2K | 0.08% | 109 |
|
|
2019
Q1 | $339K | Buy |
4,276
+1,619
| +61% | +$128K | 0.07% | 109 |
|
|
2018
Q4 | $194K | Sell |
2,657
-6,750
| -72% | -$493K | 0.04% | 131 |
|
|
2018
Q3 | $637K | Buy |
9,407
+6,400
| +213% | +$433K | 0.29% | 66 |
|
|
2018
Q2 | $174K | Hold |
3,007
| – | – | 0.04% | 136 |
|
|
2018
Q1 | $156K | Sell |
3,007
-68
| -2% | -$3.53K | 0.03% | 139 |
|
|
2017
Q4 | $165K | Sell |
3,075
-157
| -5% | -$8.42K | 0.03% | 138 |
|
|
2017
Q3 | $197K | Buy |
3,232
+275
| +9% | +$16.8K | 0.04% | 120 |
|
|
2017
Q2 | $181K | Hold |
2,957
| – | – | 0.04% | 124 |
|
|
2017
Q1 | $179K | Buy |
2,957
+116
| +4% | +$7.02K | 0.04% | 124 |
|
|
2016
Q4 | $160K | Sell |
2,841
-14,674
| -84% | -$826K | 0.04% | 128 |
|
|
2016
Q3 | $1.04M | Buy |
17,515
+14,358
| +455% | +$855K | 0.15% | 45 |
|
|
2016
Q2 | $174K | Buy |
3,157
+96
| +3% | +$5.29K | 0.05% | 125 |
|
|
2016
Q1 | $155K | Sell |
3,061
-879
| -22% | -$44.5K | 0.06% | 121 |
|
|
2015
Q4 | $199K | Buy |
3,940
+818
| +26% | +$41.3K | 0.08% | 99 |
|
|
2015
Q3 | $147K | Buy |
3,122
+835
| +37% | +$39.3K | 0.06% | 112 |
|
|
2015
Q2 | $124K | Hold |
2,287
| – | – | 0.05% | 115 |
|
|
2015
Q1 | $125K | Hold |
2,287
| – | – | 0.05% | 115 |
|
|
2014
Q4 | $124K | Sell |
2,287
-314
| -12% | -$17K | 0.05% | 122 |
|
|
2014
Q3 | $147K | Buy |
2,601
+697
| +37% | +$39.4K | 0.07% | 110 |
|
|
2014
Q2 | $105K | Buy |
1,904
+110
| +6% | +$6.07K | 0.05% | 125 |
|
|
2014
Q1 | $97K | Hold |
1,794
| – | – | 0.05% | 119 |
|
|
2013
Q4 | $86K | Buy |
1,794
+527
| +42% | +$25.3K | 0.05% | 130 |
|
|
2013
Q3 | $58K | Hold |
1,267
| – | – | 0.04% | 152 |
|
|
2013
Q2 | $56K | Buy |
+1,267
| New | +$56K | 0.04% | 146 |
|