Marshall Financial Group (Maryland)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
34,627
+6,058
| +21% | +$490K | 0.55% | 35 |
|
|
2025
Q1 | $2.56M | Buy |
28,569
+2,223
| +8% | +$200K | 0.56% | 36 |
|
|
2024
Q4 | $2.62M | Buy |
26,346
+3,112
| +13% | +$310K | 0.63% | 33 |
|
|
2024
Q3 | $2.64M | Buy |
23,234
+4,137
| +22% | +$470K | 0.63% | 35 |
|
|
2024
Q2 | $2.36M | Buy |
19,097
+16,570
| +656% | +$2.05M | 0.66% | 37 |
|
|
2024
Q1 | $333K | Sell |
2,527
-225
| -8% | -$29.7K | 0.1% | 143 |
|
|
2023
Q4 | $300K | Sell |
2,752
-13,252
| -83% | -$1.44M | 0.1% | 150 |
|
|
2023
Q3 | $1.65M | Buy |
16,004
+46
| +0.3% | +$4.74K | 0.59% | 48 |
|
|
2023
Q2 | $1.84M | Sell |
15,958
-253
| -2% | -$29.2K | 0.63% | 45 |
|
|
2023
Q1 | $1.72M | Sell |
16,211
-1,880
| -10% | -$200K | 0.62% | 42 |
|
|
2022
Q4 | $2.01M | Sell |
18,091
-170
| -0.9% | -$18.9K | 0.78% | 37 |
|
|
2022
Q3 | $1.57M | Buy |
18,261
+488
| +3% | +$42K | 0.66% | 34 |
|
|
2022
Q2 | $1.62M | Buy |
+17,773
| New | +$1.62M | 0.65% | 35 |
|
|
2021
Q4 | – | Sell |
-5,406
| Closed | -$406K | – | 223 |
|
|
2021
Q3 | $406K | Sell |
5,406
-412
| -7% | -$30.9K | 0.21% | 129 |
|
|
2021
Q2 | $452K | Sell |
5,818
-10,362
| -64% | -$805K | 0.24% | 124 |
|
|
2021
Q1 | $1.19M | Buy |
16,180
+505
| +3% | +$37.1K | 0.71% | 51 |
|
|
2020
Q4 | $1.22M | Buy |
+15,675
| New | +$1.22M | 0.8% | 42 |
|