Landmark Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $720K | Sell |
6,600
-100
| -1% | -$10.4K | 0.26% | 44 |
|
|
2023
Q3 | $690K | Sell |
6,700
-100
| -1% | -$10.8K | 0.28% | 45 |
|
|
2023
Q2 | $785K | Hold |
6,800
| – | – | 0.32% | 43 |
|
|
2023
Q1 | $723K | Sell |
6,800
-220
| -3% | -$23.8K | 0.32% | 43 |
|
|
2022
Q4 | $779K | Hold |
7,020
| – | – | 0.36% | 40 |
|
|
2022
Q3 | $605K | Sell |
7,020
-154
| -2% | -$13.7K | 0.32% | 43 |
|
|
2022
Q2 | $654K | Sell |
7,174
-528
| -7% | -$46.8K | 0.32% | 44 |
|
|
2022
Q1 | $658K | Buy |
7,702
+453
| +6% | +$35.7K | 0.32% | 47 |
|
|
2021
Q4 | $556K | Buy |
7,249
+1,614
| +29% | +$129K | 0.25% | 50 |
|
|
2021
Q3 | $434K | Hold |
5,635
| – | – | 0.23% | 49 |
|
|
2021
Q2 | $438K | Sell |
5,635
-270
| -5% | -$20.1K | 0.21% | 52 |
|
|
2021
Q1 | $434K | Sell |
5,905
-238
| -4% | -$17.6K | 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% | -$12.6K | 0.3% | 40 |
|
|
2020
Q1 | $499K | Hold |
6,310
| – | – | 0.34% | 36 |
|
|
2019
Q4 | $533K | Buy |
6,310
+17
| +0.3% | +$1.4K | 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% | +$22.2K | 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% | -$17.4K | 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% | -$18.4K | 0.32% | 37 |
|
|
2016
Q2 | $368K | Buy |
6,700
+45
| +0.7% | +$2.4K | 0.34% | 38 |
|
|
2016
Q1 | $335K | Sell |
6,655
-367
| -5% | -$18K | 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% | -$8.58K | 0.39% | 31 |
|
|
2015
Q1 | $395K | Hold |
7,175
| – | – | 0.41% | 31 |
|
|
2014
Q4 | $395K | Buy |
+7,175
| New | +$400K | 0.41% | 33 |
|
Other funds holding MRK
Landmark Financial Advisors's MRK Position: Q4 2023 in Review
Landmark Financial Advisors reduced its Merck (MRK) stake by 1.5% in Q4 2023, selling an estimated $10.4K and leaving 6,600 shares worth $720K. The position accounts for 0.26% of the portfolio, ranked #44.
Landmark Financial Advisors first reported a position in MRK in Q4 2014 and has held it in 37 quarters since. The position peaked at $785K in Q2 2023. 3,439 funds tracked by Wall St. Rank hold MRK as of Q4 2023.
- Landmark Financial Advisors held 6,600 shares of Merck worth $720K as of Q4 2023.
- Landmark Financial Advisors sold 100 Merck shares in Q4 2023, an estimated $10.4K.
- Merck made up 0.26% of Landmark Financial Advisors's portfolio in Q4 2023, its #44 holding.
- Landmark Financial Advisors first reported a position in Merck in Q4 2014 and has held it in 37 quarters since.
- Landmark Financial Advisors's Merck position peaked at $785K in Q2 2023.
- 3,439 funds tracked by Wall St. Rank held Merck as of Q4 2023.
Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.