Lake Street Advisors Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.45M | Buy |
44,374
+18,482
| +71% | +$1.85M | 0.21% | 70 |
|
|
2024
Q3 | $2.97M | Sell |
25,892
-18,924
| -42% | -$2.17M | 0.14% | 82 |
|
|
2024
Q2 | $5.58M | Buy |
44,816
+338
| +0.8% | +$42.1K | 0.27% | 59 |
|
|
2024
Q1 | $5.9M | Buy |
44,478
+661
| +2% | +$87.7K | 0.28% | 60 |
|
|
2023
Q4 | $4.81M | Sell |
43,817
-513
| -1% | -$56.3K | 0.24% | 67 |
|
|
2023
Q3 | $4.56M | Sell |
44,330
-834
| -2% | -$85.9K | 0.27% | 61 |
|
|
2023
Q2 | $5.21M | Buy |
45,164
+309
| +0.7% | +$35.7K | 0.29% | 56 |
|
|
2023
Q1 | $4.77M | Buy |
44,855
+711
| +2% | +$75.6K | 0.29% | 53 |
|
|
2022
Q4 | $4.9M | Buy |
44,144
+22,905
| +108% | +$2.54M | 0.32% | 51 |
|
|
2022
Q3 | $1.83M | Buy |
21,239
+31
| +0.1% | +$2.67K | 0.13% | 105 |
|
|
2022
Q2 | $1.93M | Buy |
21,208
+927
| +5% | +$84.5K | 0.14% | 98 |
|
|
2022
Q1 | $1.66M | Buy |
20,281
+3,134
| +18% | +$257K | 0.11% | 126 |
|
|
2021
Q4 | $1.31M | Sell |
17,147
-337
| -2% | -$25.8K | 0.08% | 133 |
|
|
2021
Q3 | $1.31M | Buy |
17,484
+1,729
| +11% | +$130K | 0.14% | 103 |
|
|
2021
Q2 | $1.2M | Sell |
15,755
-1,184
| -7% | -$90K | 0.09% | 99 |
|
|
2021
Q1 | $1.25M | Buy |
16,939
+112
| +0.7% | +$8.24K | 0.1% | 85 |
|
|
2020
Q4 | $1.31M | Sell |
16,827
-133
| -0.8% | -$10.4K | 0.11% | 79 |
|
|
2020
Q3 | $1.34M | Buy |
16,960
+310
| +2% | +$24.5K | 0.13% | 71 |
|
|
2020
Q2 | $1.23M | Buy |
16,650
+359
| +2% | +$26.5K | 0.12% | 72 |
|
|
2020
Q1 | $1.2M | Buy |
16,291
+694
| +4% | +$51K | 0.15% | 64 |
|
|
2019
Q4 | $1.35M | Sell |
15,597
-92
| -0.6% | -$7.99K | 0.13% | 57 |
|
|
2019
Q3 | $1.22M | Buy |
15,689
+633
| +4% | +$49.1K | 0.13% | 54 |
|
|
2019
Q2 | $1.21M | Buy |
15,056
+986
| +7% | +$78.9K | 0.13% | 52 |
|
|
2019
Q1 | $1.12M | Buy |
14,070
+177
| +1% | +$14.1K | 0.12% | 58 |
|
|
2018
Q4 | $1.01M | Buy |
13,893
+1,034
| +8% | +$75.4K | 0.12% | 53 |
|
|
2018
Q3 | $870K | Sell |
12,859
-6,412
| -33% | -$434K | 0.1% | 59 |
|
|
2018
Q2 | $1.12M | Sell |
19,271
-1,310
| -6% | -$75.9K | 0.11% | 68 |
|
|
2018
Q1 | $1.07M | Buy |
20,581
+414
| +2% | +$21.5K | 0.12% | 60 |
|
|
2017
Q4 | $1.08M | Buy |
+20,167
| New | +$1.08M | 0.12% | 64 |
|