Landmark Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $720K | Sell |
6,600
-100
| -1% | -$10.9K | 0.26% | 44 |
|
2023
Q3 | $690K | Sell |
6,700
-100
| -1% | -$10.3K | 0.28% | 45 |
|
2023
Q2 | $785K | Hold |
6,800
| – | – | 0.32% | 43 |
|
2023
Q1 | $723K | Sell |
6,800
-220
| -3% | -$23.4K | 0.32% | 43 |
|
2022
Q4 | $779K | Hold |
7,020
| – | – | 0.36% | 40 |
|
2022
Q3 | $605K | Sell |
7,020
-154
| -2% | -$13.3K | 0.32% | 43 |
|
2022
Q2 | $654K | Sell |
7,174
-528
| -7% | -$48.1K | 0.32% | 44 |
|
2022
Q1 | $658K | Buy |
7,702
+453
| +6% | +$38.7K | 0.32% | 47 |
|
2021
Q4 | $556K | Buy |
7,249
+1,614
| +29% | +$124K | 0.25% | 50 |
|
2021
Q3 | $434K | Hold |
5,635
| – | – | 0.23% | 49 |
|
2021
Q2 | $438K | Sell |
5,635
-270
| -5% | -$21K | 0.21% | 52 |
|
2021
Q1 | $434K | Sell |
5,905
-238
| -4% | -$17.5K | 0.23% | 49 |
|
2020
Q4 | $498K | Hold |
6,143
| – | – | 0.28% | 43 |
|
2020
Q3 | $476K | Hold |
6,143
| – | – | 0.3% | 42 |
|
2020
Q2 | $466K | Sell |
6,143
-167
| -3% | -$12.7K | 0.3% | 40 |
|
2020
Q1 | $499K | Hold |
6,310
| – | – | 0.34% | 36 |
|
2019
Q4 | $533K | Buy |
6,310
+17
| +0.3% | +$1.44K | 0.31% | 36 |
|
2019
Q3 | $505K | Sell |
6,293
-126
| -2% | -$10.1K | 0.31% | 33 |
|
2019
Q2 | $513K | Hold |
6,419
| – | – | 0.31% | 33 |
|
2019
Q1 | $509K | Hold |
6,419
| – | – | 0.33% | 35 |
|
2018
Q4 | $468K | Hold |
6,419
| – | – | 0.31% | 36 |
|
2018
Q3 | $434K | Buy |
6,419
+348
| +6% | +$23.5K | 0.26% | 40 |
|
2018
Q2 | $351K | Hold |
6,071
| – | – | 0.22% | 39 |
|
2018
Q1 | $316K | Hold |
6,071
| – | – | 0.2% | 46 |
|
2017
Q4 | $325K | Sell |
6,071
-314
| -5% | -$16.8K | 0.21% | 43 |
|
2017
Q3 | $390K | Hold |
6,385
| – | – | 0.26% | 38 |
|
2017
Q2 | $390K | Hold |
6,385
| – | – | 0.28% | 39 |
|
2017
Q1 | $387K | Hold |
6,385
| – | – | 0.29% | 37 |
|
2016
Q4 | $359K | Hold |
6,385
| – | – | 0.29% | 39 |
|
2016
Q3 | $380K | Sell |
6,385
-315
| -5% | -$18.7K | 0.32% | 37 |
|
2016
Q2 | $368K | Buy |
6,700
+45
| +0.7% | +$2.47K | 0.34% | 38 |
|
2016
Q1 | $335K | Sell |
6,655
-367
| -5% | -$18.5K | 0.34% | 37 |
|
2015
Q4 | $353K | Hold |
7,022
| – | – | 0.37% | 31 |
|
2015
Q3 | $330K | Hold |
7,022
| – | – | 0.36% | 30 |
|
2015
Q2 | $381K | Sell |
7,022
-153
| -2% | -$8.3K | 0.39% | 31 |
|
2015
Q1 | $395K | Hold |
7,175
| – | – | 0.41% | 31 |
|
2014
Q4 | $395K | Buy |
+7,175
| New | +$395K | 0.41% | 33 |
|