Legacy Private Trust’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.06M | Sell |
17,115
-1,058
| -6% | -$122K | 0.13% | 111 |
|
|
2025
Q4 | $1.91M | Sell |
18,173
-664
| -4% | -$62.3K | 0.11% | 126 |
|
|
2025
Q3 | $1.58M | Sell |
18,837
-1,197
| -6% | -$98.6K | 0.09% | 134 |
|
|
2025
Q2 | $1.59M | Sell |
20,034
-8,108
| -29% | -$644K | 0.1% | 132 |
|
|
2025
Q1 | $2.53M | Sell |
28,142
-383
| -1% | -$35.8K | 0.17% | 93 |
|
|
2024
Q4 | $2.84M | Buy |
28,525
+2,814
| +11% | +$290K | 0.19% | 98 |
|
|
2024
Q3 | $2.92M | Buy |
25,711
+537
| +2% | +$63.8K | 0.2% | 95 |
|
|
2024
Q2 | $3.12M | Sell |
25,174
-1,126
| -4% | -$145K | 0.22% | 86 |
|
|
2024
Q1 | $3.47M | Sell |
26,300
-1,535
| -6% | -$189K | 0.25% | 85 |
|
|
2023
Q4 | $3.03M | Sell |
27,835
-450
| -2% | -$46.7K | 0.24% | 85 |
|
|
2023
Q3 | $2.91M | Sell |
28,285
-888
| -3% | -$95.7K | 0.25% | 83 |
|
|
2023
Q2 | $3.37M | Sell |
29,173
-2,220
| -7% | -$252K | 0.28% | 79 |
|
|
2023
Q1 | $3.34M | Sell |
31,393
-12,848
| -29% | -$1.39M | 0.28% | 86 |
|
|
2022
Q4 | $4.91M | Buy |
44,241
+398
| +0.9% | +$40.7K | 0.44% | 67 |
|
|
2022
Q3 | $3.78M | Buy |
43,843
+4,486
| +11% | +$400K | 0.36% | 76 |
|
|
2022
Q2 | $3.59M | Buy |
39,357
+4,481
| +13% | +$397K | 0.32% | 77 |
|
|
2022
Q1 | $2.86M | Buy |
34,876
+1,684
| +5% | +$133K | 0.22% | 92 |
|
|
2021
Q4 | $2.54M | Sell |
33,192
-890
| -3% | -$70.9K | 0.19% | 101 |
|
|
2021
Q3 | $2.56M | Buy |
34,082
+753
| +2% | +$57.3K | 0.21% | 92 |
|
|
2021
Q2 | $2.59M | Sell |
33,329
-5,496
| -14% | -$409K | 0.22% | 91 |
|
|
2021
Q1 | $2.86M | Buy |
38,825
+3,844
| +11% | +$284K | 0.26% | 88 |
|
|
2020
Q4 | $2.73M | Sell |
34,981
-543
| -2% | -$41.5K | 0.26% | 85 |
|
|
2020
Q3 | $2.81M | Sell |
35,524
-3,030
| -8% | -$237K | 0.29% | 84 |
|
|
2020
Q2 | $2.85M | Buy |
38,554
+32,335
| +520% | +$2.43M | 0.31% | 85 |
|
|
2020
Q1 | $457K | Sell |
6,219
-1,975
| -24% | -$155K | 0.06% | 154 |
|
|
2019
Q4 | $711K | Buy |
8,194
+2,370
| +41% | +$195K | 0.07% | 154 |
|
|
2019
Q3 | $468K | Buy |
5,824
+109
| +2% | +$8.74K | 0.05% | 174 |
|
|
2019
Q2 | $457K | Sell |
5,715
-94
| -2% | -$7.2K | 0.05% | 176 |
|
|
2019
Q1 | $461K | Buy |
5,809
+191
| +3% | +$14.3K | 0.05% | 171 |
|
|
2018
Q4 | $410K | Sell |
5,618
-105
| -2% | -$7.41K | 0.05% | 178 |
|
|
2018
Q3 | $387K | Buy |
5,723
+382
| +7% | +$24.3K | 0.04% | 182 |
|
|
2018
Q2 | $309K | Hold |
5,341
| – | – | 0.04% | 200 |
|
|
2018
Q1 | $278K | Sell |
5,341
-1,186
| -18% | -$64.1K | 0.03% | 207 |
|
|
2017
Q4 | $350K | Sell |
6,527
-3,919
| -38% | -$217K | 0.04% | 188 |
|
|
2017
Q3 | $638K | Sell |
10,446
-519
| -5% | -$31.5K | 0.08% | 166 |
|
|
2017
Q2 | $671K | Sell |
10,965
-12,348
| -53% | -$752K | 0.08% | 161 |
|
|
2017
Q1 | $1.41M | Buy |
23,313
+1,887
| +9% | +$114K | 0.18% | 116 |
|
|
2016
Q4 | $1.2M | Buy |
21,426
+8,503
| +66% | +$498K | 0.16% | 125 |
|
|
2016
Q3 | $770K | Sell |
12,923
-590
| -4% | -$34.5K | 0.1% | 151 |
|
|
2016
Q2 | $743K | Buy |
13,513
+648
| +5% | +$34.5K | 0.11% | 150 |
|
|
2016
Q1 | $650K | Hold |
12,865
| – | – | 0.1% | 162 |
|
|
2015
Q4 | $648K | Buy |
12,865
+670
| +5% | +$33.8K | 0.1% | 157 |
|
|
2015
Q3 | $575K | Sell |
12,195
-69
| -0.6% | -$3.67K | 0.09% | 165 |
|
|
2015
Q2 | $666K | Buy |
12,264
+74
| +0.6% | +$4.15K | 0.1% | 169 |
|
|
2015
Q1 | $669K | Buy |
12,190
+1,572
| +15% | +$89K | 0.1% | 173 |
|
|
2014
Q4 | $576K | Hold |
10,618
| – | – | 0.08% | 180 |
|
|
2014
Q3 | $601K | Buy |
10,618
+201
| +2% | +$11.3K | 0.09% | 176 |
|
|
2014
Q2 | $575K | Buy |
10,417
+3,412
| +49% | +$186K | 0.09% | 172 |
|
|
2014
Q1 | $380K | Buy |
7,005
+796
| +13% | +$41.2K | 0.07% | 158 |
|
|
2013
Q4 | $297K | Buy |
6,209
+691
| +13% | +$31.6K | 0.05% | 169 |
|
|
2013
Q3 | $251K | Buy |
5,518
+250
| +5% | +$11.4K | 0.05% | 171 |
|
|
2013
Q2 | $234K | Buy |
+5,268
| New | +$235K | 0.06% | 165 |
|
Other funds holding MRK
VCM
VPM
