KCM Investment 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 | $4.48M | Sell |
56,553
-1,108
| -2% | -$87.7K | 0.15% | 102 |
|
2025
Q1 | $5.18M | Sell |
57,661
-14,125
| -20% | -$1.27M | 0.19% | 90 |
|
2024
Q4 | $7.14M | Sell |
71,786
-4,040
| -5% | -$402K | 0.25% | 73 |
|
2024
Q3 | $8.61M | Sell |
75,826
-573
| -0.8% | -$65.1K | 0.29% | 72 |
|
2024
Q2 | $9.46M | Sell |
76,399
-131
| -0.2% | -$16.2K | 0.34% | 65 |
|
2024
Q1 | $10.1M | Buy |
76,530
+4,226
| +6% | +$558K | 0.37% | 65 |
|
2023
Q4 | $7.88M | Sell |
72,304
-1,847
| -2% | -$201K | 0.31% | 72 |
|
2023
Q3 | $7.63M | Buy |
74,151
+1,947
| +3% | +$200K | 0.33% | 69 |
|
2023
Q2 | $8.33M | Sell |
72,204
-2,333
| -3% | -$269K | 0.33% | 67 |
|
2023
Q1 | $7.93M | Buy |
74,537
+6,152
| +9% | +$655K | 0.32% | 72 |
|
2022
Q4 | $7.59M | Buy |
68,385
+912
| +1% | +$101K | 0.33% | 75 |
|
2022
Q3 | $5.81M | Buy |
67,473
+2,457
| +4% | +$212K | 0.27% | 86 |
|
2022
Q2 | $5.93M | Buy |
65,016
+157
| +0.2% | +$14.3K | 0.26% | 90 |
|
2022
Q1 | $5.32M | Sell |
64,859
-614
| -0.9% | -$50.4K | 0.19% | 101 |
|
2021
Q4 | $5.02M | Buy |
65,473
+1,305
| +2% | +$100K | 0.17% | 105 |
|
2021
Q3 | $4.82M | Buy |
64,168
+2,567
| +4% | +$193K | 0.19% | 100 |
|
2021
Q2 | $4.79M | Buy |
61,601
+2,450
| +4% | +$191K | 0.19% | 100 |
|
2021
Q1 | $4.35M | Buy |
59,151
+3,131
| +6% | +$230K | 0.19% | 102 |
|
2020
Q4 | $4.37M | Buy |
56,020
+5,387
| +11% | +$421K | 0.21% | 97 |
|
2020
Q3 | $4.01M | Sell |
50,633
-6,136
| -11% | -$486K | 0.22% | 89 |
|
2020
Q2 | $4.19M | Sell |
56,769
-12,289
| -18% | -$907K | 0.24% | 84 |
|
2020
Q1 | $5.07M | Sell |
69,058
-811
| -1% | -$59.5K | 0.34% | 72 |
|
2019
Q4 | $6.06M | Buy |
69,869
+1,968
| +3% | +$171K | 0.33% | 80 |
|
2019
Q3 | $5.45M | Buy |
67,901
+5,616
| +9% | +$451K | 0.32% | 84 |
|
2019
Q2 | $4.98M | Buy |
62,285
+12,306
| +25% | +$985K | 0.3% | 87 |
|
2019
Q1 | $3.97M | Sell |
49,979
-2,312
| -4% | -$183K | 0.26% | 93 |
|
2018
Q4 | $3.81M | Buy |
52,291
+4,331
| +9% | +$316K | 0.25% | 90 |
|
2018
Q3 | $3.25M | Sell |
47,960
-890
| -2% | -$60.2K | 0.19% | 108 |
|
2018
Q2 | $2.83M | Sell |
48,850
-771
| -2% | -$44.7K | 0.17% | 124 |
|
2018
Q1 | $2.58M | Sell |
49,621
-77,675
| -61% | -$4.04M | 0.16% | 140 |
|
2017
Q4 | $6.84M | Sell |
127,296
-12,866
| -9% | -$691K | 0.4% | 67 |
|
2017
Q3 | $8.56M | Sell |
140,162
-5,864
| -4% | -$358K | 0.52% | 50 |
|
2017
Q2 | $8.93M | Sell |
146,026
-3,965
| -3% | -$242K | 0.56% | 49 |
|
2017
Q1 | $9.09M | Sell |
149,991
-4,040
| -3% | -$245K | 0.58% | 47 |
|
2016
Q4 | $8.65M | Sell |
154,031
-331
| -0.2% | -$18.6K | 0.58% | 47 |
|
2016
Q3 | $9.19M | Buy |
154,362
+3,572
| +2% | +$213K | 0.63% | 44 |
|
2016
Q2 | $8.29M | Buy |
150,790
+842
| +0.6% | +$46.3K | 0.58% | 47 |
|
2016
Q1 | $7.57M | Buy |
149,948
+5,753
| +4% | +$290K | 0.56% | 50 |
|
2015
Q4 | $7.27M | Sell |
144,195
-7,243
| -5% | -$365K | 0.57% | 49 |
|
2015
Q3 | $7.14M | Buy |
151,438
+3,491
| +2% | +$165K | 0.59% | 47 |
|
2015
Q2 | $8.04M | Sell |
147,947
-2,921
| -2% | -$159K | 0.64% | 38 |
|
2015
Q1 | $8.28M | Buy |
150,868
+18,148
| +14% | +$995K | 0.66% | 39 |
|
2014
Q4 | $7.19M | Buy |
132,720
+9,845
| +8% | +$533K | 0.6% | 40 |
|
2014
Q3 | $6.95M | Buy |
122,875
+711
| +0.6% | +$40.2K | 0.64% | 37 |
|
2014
Q2 | $6.74M | Buy |
122,164
+11,727
| +11% | +$647K | 0.63% | 37 |
|
2014
Q1 | $5.98M | Buy |
110,437
+2,825
| +3% | +$153K | 0.62% | 36 |
|
2013
Q4 | $5.14M | Buy |
107,612
+3,160
| +3% | +$151K | 0.56% | 47 |
|
2013
Q3 | $4.75M | Sell |
104,452
-4,841
| -4% | -$220K | 0.57% | 42 |
|
2013
Q2 | $4.84M | Buy |
+109,293
| New | +$4.84M | 0.59% | 40 |
|