Mark Sheptoff Financial Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
1,400
-3,668
| -72% | -$290K | 0.06% | 120 |
|
|
2025
Q1 | $455K | Sell |
5,068
-1,850
| -27% | -$166K | 0.25% | 60 |
|
|
2024
Q4 | $688K | Sell |
6,918
-550
| -7% | -$54.7K | 0.37% | 49 |
|
|
2024
Q3 | $848K | Sell |
7,468
-800
| -10% | -$90.8K | 0.45% | 44 |
|
|
2024
Q2 | $1.02M | Hold |
8,268
| – | – | 0.57% | 36 |
|
|
2024
Q1 | $1.09M | Sell |
8,268
-1,000
| -11% | -$132K | 0.6% | 35 |
|
|
2023
Q4 | $1.01M | Sell |
9,268
-950
| -9% | -$104K | 0.61% | 29 |
|
|
2023
Q3 | $1.05M | Sell |
10,218
-1,534
| -13% | -$158K | 0.68% | 27 |
|
|
2023
Q2 | $1.36M | Sell |
11,752
-200
| -2% | -$23.1K | 0.77% | 26 |
|
|
2023
Q1 | $1.27M | Buy |
11,952
+800
| +7% | +$85.1K | 0.74% | 28 |
|
|
2022
Q4 | $1.24M | Buy |
11,152
+84
| +0.8% | +$9.32K | 0.73% | 29 |
|
|
2022
Q3 | $953K | Sell |
11,068
-2,265
| -17% | -$195K | 0.58% | 36 |
|
|
2022
Q2 | $1.22M | Buy |
13,333
+10,440
| +361% | +$952K | 0.7% | 30 |
|
|
2022
Q1 | $237K | Sell |
2,893
-500
| -15% | -$41K | 0.12% | 97 |
|
|
2021
Q4 | $260K | Buy |
3,393
+1,993
| +142% | +$153K | 0.12% | 93 |
|
|
2021
Q3 | $105K | Sell |
1,400
-400
| -22% | -$30K | 0.06% | 138 |
|
|
2021
Q2 | $140K | Sell |
1,800
-715
| -28% | -$55.6K | 0.08% | 122 |
|
|
2021
Q1 | $185K | Sell |
2,515
-10,444
| -81% | -$768K | 0.11% | 101 |
|
|
2020
Q4 | $1.01M | Buy |
12,959
+813
| +7% | +$63.4K | 0.58% | 36 |
|
|
2020
Q3 | $961K | Sell |
12,146
-446
| -4% | -$35.3K | 0.59% | 35 |
|
|
2020
Q2 | $929K | Sell |
12,592
-1,362
| -10% | -$100K | 0.6% | 37 |
|
|
2020
Q1 | $1.02M | Buy |
13,954
+1,699
| +14% | +$125K | 0.77% | 31 |
|
|
2019
Q4 | $1.06M | Buy |
12,255
+1,803
| +17% | +$157K | 0.67% | 37 |
|
|
2019
Q3 | $839K | Buy |
10,452
+3,429
| +49% | +$275K | 0.57% | 38 |
|
|
2019
Q2 | $562K | Buy |
7,023
+1
| +0% | +$80 | 0.38% | 53 |
|
|
2019
Q1 | $557K | Buy |
7,022
+5,974
| +570% | +$474K | 0.4% | 51 |
|
|
2018
Q4 | $76K | Buy |
1,048
+629
| +150% | +$45.6K | 0.06% | 113 |
|
|
2018
Q3 | $28K | Sell |
419
-5
| -1% | -$334 | 0.02% | 207 |
|
|
2018
Q2 | $25K | Buy |
424
+5
| +1% | +$295 | 0.02% | 210 |
|
|
2018
Q1 | $22K | Sell |
419
-839
| -67% | -$44.1K | 0.02% | 226 |
|
|
2017
Q4 | $68K | Sell |
1,258
-4,034
| -76% | -$218K | 0.04% | 160 |
|
|
2017
Q3 | $323K | Buy |
5,292
+314
| +6% | +$19.2K | 0.22% | 90 |
|
|
2017
Q2 | $304K | Buy |
4,978
+995
| +25% | +$60.8K | 0.21% | 89 |
|
|
2017
Q1 | $241K | Buy |
3,983
+1,258
| +46% | +$76.1K | 0.17% | 92 |
|
|
2016
Q4 | $153K | Buy |
2,725
+1,677
| +160% | +$94.2K | 0.11% | 116 |
|
|
2016
Q3 | $62K | Buy |
+1,048
| New | +$62K | 0.05% | 159 |
|
|
2015
Q4 | – | Sell |
-16,497
| Closed | -$777K | – | 414 |
|
|
2015
Q3 | $777K | Sell |
16,497
-2,367
| -13% | -$111K | 0.68% | 39 |
|
|
2015
Q2 | $1.03M | Buy |
18,864
+3,779
| +25% | +$205K | 0.83% | 35 |
|
|
2015
Q1 | $827K | Buy |
15,085
+1,732
| +13% | +$95K | 0.69% | 42 |
|
|
2014
Q4 | $724K | Buy |
13,353
+4,927
| +58% | +$267K | 0.64% | 48 |
|
|
2014
Q3 | $477K | Buy |
8,426
+2
| +0% | +$113 | 0.42% | 64 |
|
|
2014
Q2 | $465K | Sell |
8,424
-381
| -4% | -$21K | 0.4% | 63 |
|
|
2014
Q1 | $477K | Buy |
+8,805
| New | +$477K | 0.42% | 63 |
|