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