Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.94M Buy
16,126
+272
+2% +$31.4K 0.33% 80
2025
Q4
$1.67M Buy
15,854
+381
+2% +$35.8K 0.29% 84
2025
Q3
$1.3M Sell
15,473
-15
-0.1% -$1.24K 0.23% 90
2025
Q2
$1.23M Sell
15,488
-39
-0.3% -$3.1K 0.23% 94
2025
Q1
$1.39M Buy
15,527
+246
+2% +$23K 0.27% 86
2024
Q4
$1.52M Sell
15,281
-623
-4% -$64.2K 0.38% 82
2024
Q3
$1.81M Sell
15,904
-2
-0% -$238 0.43% 78
2024
Q2
$1.97M Sell
15,906
-39
-0.2% -$5.02K 0.5% 70
2024
Q1
$2.1M Sell
15,945
-489
-3% -$60.3K 0.51% 69
2023
Q4
$1.79M Sell
16,434
-1,315
-7% -$136K 0.44% 73
2023
Q3
$1.83M Buy
17,749
+882
+5% +$95.1K 0.48% 75
2023
Q2
$1.95M Sell
16,867
-762
-4% -$86.5K 0.49% 73
2023
Q1
$1.88M Sell
17,629
-495
-3% -$53.4K 0.48% 72
2022
Q4
$2.01M Buy
18,124
+468
+3% +$47.8K 0.53% 72
2022
Q3
$1.52M Buy
17,656
+265
+2% +$23.7K 0.45% 78
2022
Q2
$1.59M Buy
17,391
+202
+1% +$17.9K 0.45% 74
2022
Q1
$1.41M Sell
17,189
-1,137
-6% -$89.6K 0.36% 88
2021
Q4
$1.41M Sell
18,326
-34
-0.2% -$2.71K 0.32% 91
2021
Q3
$1.38M Buy
18,360
+1,445
+9% +$110K 0.32% 92
2021
Q2
$1.31M Sell
16,915
-1,693
-9% -$126K 0.33% 92
2021
Q1
$1.37M Sell
18,608
-303
-2% -$22.4K 0.34% 88
2020
Q4
$1.48M Buy
18,911
+78
+0.4% +$5.97K 0.38% 81
2020
Q3
$1.49M Buy
18,833
+346
+2% +$27.1K 0.44% 75
2020
Q2
$1.36M Buy
18,487
+77
+0.4% +$5.8K 0.42% 81
2020
Q1
$1.35M Buy
18,410
+201
+1% +$15.8K 0.48% 75
2019
Q4
$1.58M Buy
18,209
+419
+2% +$34.4K 0.46% 82
2019
Q3
$1.43M Sell
17,790
-78
-0.4% -$6.25K 0.43% 86
2019
Q2
$1.43M Sell
17,868
-437
-2% -$33.5K 0.43% 87
2019
Q1
$1.45M Sell
18,305
-121
-0.7% -$9.05K 0.44% 87
2018
Q4
$1.34M Sell
18,426
-131
-0.7% -$9.25K 0.47% 82
2018
Q3
$1.26M Sell
18,557
-555
-3% -$35.4K 0.38% 100
2018
Q2
$1.11M Sell
19,112
-34
-0.2% -$1.92K 0.35% 100
2018
Q1
$995K Sell
19,146
-36,678
-66% -$1.98M 0.33% 99
2017
Q4
$3M Buy
55,824
+136
+0.2% +$7.54K 0.95% 37
2017
Q3
$3.4M Sell
55,688
-6,005
-10% -$364K 1.11% 32
2017
Q2
$3.77M Buy
61,693
+58
+0.1% +$3.53K 1.16% 29
2017
Q1
$3.74M Buy
61,635
+152
+0.2% +$9.22K 1.19% 29
2016
Q4
$3.45M Sell
61,483
-1,145
-2% -$67K 1.12% 37
2016
Q3
$3.73M Sell
62,628
-215
-0.3% -$12.6K 1.23% 33
2016
Q2
$3.46M Sell
62,843
-2,479
-4% -$132K 1.12% 36
2016
Q1
$3.3M Sell
65,322
-733
-1% -$35.9K 1.05% 39
2015
Q4
$3.33M Sell
66,055
-289
-0.4% -$14.6K 1.06% 42
2015
Q3
$3.13M Buy
66,344
+524
+0.8% +$27.8K 1.05% 41
2015
Q2
$3.58M Buy
65,820
+6
+0% +$337 1.17% 36
2015
Q1
$3.61M Buy
65,814
+193
+0.3% +$10.9K 1.16% 41
2014
Q4
$3.56M Buy
65,621
+598
+0.9% +$33.3K 1.13% 44
2014
Q3
$3.68M Buy
65,023
+781
+1% +$43.9K 1.22% 38
2014
Q2
$3.55M Buy
64,242
+508
+0.8% +$27.7K 1.15% 40
2014
Q1
$3.45M Buy
63,734
+623
+1% +$32.3K 1.18% 40
2013
Q4
$3.01M Buy
63,111
+158
+0.3% +$7.22K 1.03% 48
2013
Q3
$2.86M Buy
62,953
+94
+0.1% +$4.29K 1.03% 47
2013
Q2
$2.79M Buy
+62,859
New +$2.81M 1% 49

Other funds holding MRK