LVM Capital 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 | $965K | Sell |
12,192
-388
| -3% | -$30.7K | 0.1% | 77 |
|
|
2025
Q1 | $1.13M | Sell |
12,580
-300
| -2% | -$26.9K | 0.13% | 68 |
|
|
2024
Q4 | $1.28M | Sell |
12,880
-431
| -3% | -$42.9K | 0.14% | 65 |
|
|
2024
Q3 | $1.65M | Hold |
13,311
| – | – | 0.19% | 59 |
|
|
2024
Q2 | $1.65M | Buy |
13,311
+46
| +0.3% | +$5.7K | 0.19% | 59 |
|
|
2024
Q1 | $1.75M | Buy |
13,265
+126
| +1% | +$16.6K | 0.21% | 60 |
|
|
2023
Q4 | $1.43M | Buy |
13,139
+1,133
| +9% | +$123K | 0.18% | 61 |
|
|
2023
Q3 | $1.24M | Sell |
12,006
-540
| -4% | -$55.6K | 0.17% | 64 |
|
|
2023
Q2 | $1.45M | Hold |
12,546
| – | – | 0.19% | 60 |
|
|
2023
Q1 | $1.34M | Buy |
12,546
+200
| +2% | +$21.3K | 0.19% | 61 |
|
|
2022
Q4 | $1.37M | Sell |
12,346
-23
| -0.2% | -$2.55K | 0.2% | 61 |
|
|
2022
Q3 | $1.07M | Buy |
12,369
+654
| +6% | +$56.3K | 0.16% | 65 |
|
|
2022
Q2 | $1.07M | Buy |
11,715
+100
| +0.9% | +$9.12K | 0.15% | 65 |
|
|
2022
Q1 | $953K | Buy |
11,615
+3,139
| +37% | +$258K | 0.13% | 69 |
|
|
2021
Q4 | $650K | Buy |
8,476
+140
| +2% | +$10.7K | 0.09% | 76 |
|
|
2021
Q3 | $626K | Hold |
8,336
| – | – | 0.09% | 77 |
|
|
2021
Q2 | $648K | Sell |
8,336
-400
| -5% | -$31.1K | 0.1% | 75 |
|
|
2021
Q1 | $643K | Sell |
8,736
-35
| -0.4% | -$2.58K | 0.1% | 74 |
|
|
2020
Q4 | $685K | Hold |
8,771
| – | – | 0.12% | 70 |
|
|
2020
Q3 | $694K | Hold |
8,771
| – | – | 0.13% | 62 |
|
|
2020
Q2 | $647K | Buy |
8,771
+133
| +2% | +$9.81K | 0.13% | 64 |
|
|
2020
Q1 | $634K | Sell |
8,638
-104
| -1% | -$7.63K | 0.16% | 54 |
|
|
2019
Q4 | $759K | Sell |
8,742
-210
| -2% | -$18.2K | 0.15% | 56 |
|
|
2019
Q3 | $719K | Sell |
8,952
-1,467
| -14% | -$118K | 0.15% | 56 |
|
|
2019
Q2 | $834K | Sell |
10,419
-315
| -3% | -$25.2K | 0.19% | 52 |
|
|
2019
Q1 | $852K | Sell |
10,734
-11
| -0.1% | -$873 | 0.2% | 52 |
|
|
2018
Q4 | $783K | Hold |
10,745
| – | – | 0.21% | 50 |
|
|
2018
Q3 | $727K | Sell |
10,745
-524
| -5% | -$35.5K | 0.17% | 60 |
|
|
2018
Q2 | $653K | Buy |
11,269
+629
| +6% | +$36.4K | 0.16% | 60 |
|
|
2018
Q1 | $553K | Hold |
10,640
| – | – | 0.13% | 62 |
|
|
2017
Q4 | $571K | Sell |
10,640
-944
| -8% | -$50.7K | 0.13% | 62 |
|
|
2017
Q3 | $708K | Buy |
11,584
+848
| +8% | +$51.8K | 0.17% | 56 |
|
|
2017
Q2 | $657K | Buy |
10,736
+734
| +7% | +$44.9K | 0.17% | 56 |
|
|
2017
Q1 | $606K | Sell |
10,002
-956
| -9% | -$57.9K | 0.16% | 60 |
|
|
2016
Q4 | $616K | Sell |
10,958
-1,487
| -12% | -$83.6K | 0.17% | 58 |
|
|
2016
Q3 | $687K | Buy |
12,445
+1,213
| +11% | +$67K | 0.22% | 55 |
|
|
2016
Q2 | $617K | Sell |
11,232
-315
| -3% | -$17.3K | 0.18% | 55 |
|
|
2016
Q1 | $583K | Sell |
11,547
-209
| -2% | -$10.6K | 0.19% | 54 |
|
|
2015
Q4 | $593K | Hold |
11,756
| – | – | 0.21% | 52 |
|
|
2015
Q3 | $554K | Sell |
11,756
-210
| -2% | -$9.9K | 0.2% | 59 |
|
|
2015
Q2 | $650K | Sell |
11,966
-157
| -1% | -$8.53K | 0.22% | 52 |
|
|
2015
Q1 | $665K | Sell |
12,123
-322
| -3% | -$17.7K | 0.22% | 53 |
|
|
2014
Q4 | $674K | Hold |
12,445
| – | – | 0.22% | 53 |
|
|
2014
Q3 | $704K | Hold |
12,445
| – | – | 0.23% | 54 |
|
|
2014
Q2 | $687K | Sell |
12,445
-524
| -4% | -$28.9K | 0.22% | 55 |
|
|
2014
Q1 | $703K | Buy |
12,969
+236
| +2% | +$12.8K | 0.25% | 53 |
|
|
2013
Q4 | $608K | Sell |
12,733
-5,964
| -32% | -$285K | 0.22% | 56 |
|
|
2013
Q3 | $849K | Buy |
18,697
+239
| +1% | +$10.9K | 0.32% | 50 |
|
|
2013
Q2 | $818K | Buy |
+18,458
| New | +$818K | 0.33% | 48 |
|