Lathrop Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
5,890
-105
| -2% | -$8.31K | 0.09% | 63 |
|
|
2025
Q1 | $538K | Buy |
5,995
+24
| +0.4% | +$2.15K | 0.11% | 61 |
|
|
2024
Q4 | $594K | Sell |
5,971
-41
| -0.7% | -$4.08K | 0.11% | 61 |
|
|
2024
Q3 | $683K | Hold |
6,012
| – | – | 0.13% | 59 |
|
|
2024
Q2 | $744K | Hold |
6,012
| – | – | 0.15% | 51 |
|
|
2024
Q1 | $793K | Hold |
6,012
| – | – | 0.15% | 49 |
|
|
2023
Q4 | $655K | Buy |
6,012
+114
| +2% | +$12.4K | 0.13% | 50 |
|
|
2023
Q3 | $607K | Hold |
5,898
| – | – | 0.13% | 50 |
|
|
2023
Q2 | $681K | Hold |
5,898
| – | – | 0.14% | 51 |
|
|
2023
Q1 | $627K | Hold |
5,898
| – | – | 0.13% | 50 |
|
|
2022
Q4 | $654K | Sell |
5,898
-45
| -0.8% | -$4.99K | 0.14% | 51 |
|
|
2022
Q3 | $512K | Hold |
5,943
| – | – | 0.14% | 48 |
|
|
2022
Q2 | $542K | Sell |
5,943
-30
| -0.5% | -$2.74K | 0.14% | 48 |
|
|
2022
Q1 | $490K | Hold |
5,973
| – | – | 0.1% | 50 |
|
|
2021
Q4 | $458K | Hold |
5,973
| – | – | 0.09% | 53 |
|
|
2021
Q3 | $449K | Sell |
5,973
-171
| -3% | -$12.9K | 0.1% | 49 |
|
|
2021
Q2 | $478K | Buy |
6,144
+749
| +14% | +$58.3K | 0.1% | 48 |
|
|
2021
Q1 | $397K | Sell |
5,395
-794
| -13% | -$58.4K | 0.09% | 52 |
|
|
2020
Q4 | $483K | Sell |
6,189
-246
| -4% | -$19.2K | 0.12% | 48 |
|
|
2020
Q3 | $509K | Hold |
6,435
| – | – | 0.14% | 46 |
|
|
2020
Q2 | $475K | Sell |
6,435
-1,007
| -14% | -$74.3K | 0.14% | 47 |
|
|
2020
Q1 | $546K | Sell |
7,442
-603
| -7% | -$44.2K | 0.19% | 45 |
|
|
2019
Q4 | $698K | Hold |
8,045
| – | – | 0.19% | 40 |
|
|
2019
Q3 | $646K | Buy |
8,045
+2,633
| +49% | +$211K | 0.18% | 40 |
|
|
2019
Q2 | $433K | Hold |
5,412
| – | – | 0.12% | 46 |
|
|
2019
Q1 | $429K | Sell |
5,412
-52
| -1% | -$4.12K | 0.13% | 45 |
|
|
2018
Q4 | $398K | Buy |
+5,464
| New | +$398K | 0.14% | 44 |
|