Kathmere Capital 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
$1.57M Sell
19,802
-149
-0.7% -$11.8K 0.12% 114
2025
Q1
$1.79M Sell
19,951
-523
-3% -$46.9K 0.15% 97
2024
Q4
$2.04M Sell
20,474
-438
-2% -$43.6K 0.18% 85
2024
Q3
$2.37M Buy
20,912
+305
+1% +$34.6K 0.22% 73
2024
Q2
$2.55M Buy
20,607
+1,062
+5% +$131K 0.27% 62
2024
Q1
$2.58M Hold
19,545
0.29% 57
2023
Q4
$2.13M Buy
19,545
+273
+1% +$29.8K 0.28% 56
2023
Q3
$1.98M Buy
19,272
+1,810
+10% +$186K 0.29% 60
2023
Q2
$2.01M Buy
17,462
+1,494
+9% +$172K 0.31% 52
2023
Q1
$1.7M Sell
15,968
-854
-5% -$90.9K 0.28% 54
2022
Q4
$1.87M Buy
16,822
+868
+5% +$96.3K 0.33% 51
2022
Q3
$1.37M Buy
15,954
+2,372
+17% +$204K 0.27% 54
2022
Q2
$1.24M Buy
13,582
+1,136
+9% +$104K 0.23% 48
2022
Q1
$1.02M Buy
12,446
+2,932
+31% +$241K 0.17% 53
2021
Q4
$729K Sell
9,514
-1,216
-11% -$93.2K 0.13% 61
2021
Q3
$806K Sell
10,730
-293
-3% -$22K 0.15% 59
2021
Q2
$857K Buy
11,023
+428
+4% +$33.3K 0.16% 55
2021
Q1
$779K Buy
10,595
+6,208
+142% +$456K 0.15% 56
2020
Q4
$342K Buy
4,387
+457
+12% +$35.6K 0.07% 83
2020
Q3
$311K Buy
+3,930
New +$311K 0.08% 75