MBM Wealth Consultants’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 | $455K | Buy |
3,780
+14
| +0.4% | +$1.62K | 0.1% | 83 |
|
|
2025
Q4 | $396K | Hold |
3,766
| – | – | 0.09% | 89 |
|
|
2025
Q3 | $316K | Hold |
3,766
| – | – | 0.08% | 98 |
|
|
2025
Q2 | $298K | Sell |
3,766
-366
| -9% | -$29.1K | 0.08% | 97 |
|
|
2025
Q1 | $374K | Sell |
4,132
-55
| -1% | -$5.13K | 0.11% | 84 |
|
|
2024
Q4 | $415K | Hold |
4,187
| – | – | 0.12% | 69 |
|
|
2024
Q3 | $475K | Buy |
4,187
+130
| +3% | +$15.4K | 0.15% | 63 |
|
|
2024
Q2 | $511K | Buy |
4,057
+399
| +11% | +$51.4K | 0.17% | 60 |
|
|
2024
Q1 | $485K | Hold |
3,658
| – | – | 0.17% | 60 |
|
|
2023
Q4 | $444K | Sell |
3,658
-2,205
| -38% | -$229K | 0.17% | 62 |
|
|
2023
Q3 | $610K | Buy |
5,863
+144
| +3% | +$15.5K | 0.27% | 55 |
|
|
2023
Q2 | $615K | Buy |
5,719
+609
| +12% | +$69.1K | 0.26% | 53 |
|
|
2023
Q1 | $619K | Hold |
5,110
| – | – | 0.25% | 50 |
|
|
2022
Q4 | $571K | Buy |
5,110
+1,149
| +29% | +$117K | 0.26% | 46 |
|
|
2022
Q3 | $350K | Buy |
3,961
+297
| +8% | +$26.5K | 0.17% | 61 |
|
|
2022
Q2 | $337K | Buy |
3,664
+27
| +0.7% | +$2.39K | 0.16% | 64 |
|
|
2022
Q1 | $298K | Buy |
3,637
+255
| +8% | +$20.1K | 0.12% | 82 |
|
|
2021
Q4 | $259K | Buy |
3,382
+687
| +25% | +$54.7K | 0.11% | 85 |
|
|
2021
Q3 | $202K | Hold |
2,695
| – | – | 0.09% | 102 |
|
|
2021
Q2 | $210K | Sell |
2,695
-129
| -5% | -$9.6K | 0.1% | 96 |
|
|
2021
Q1 | $208K | Hold |
2,824
| – | – | 0.11% | 85 |
|
|
2020
Q4 | $220K | Hold |
2,824
| – | – | 0.12% | 79 |
|
|
2020
Q3 | $224K | Hold |
2,824
| – | – | 0.14% | 74 |
|
|
2020
Q2 | $208K | Hold |
2,824
| – | – | 0.15% | 74 |
|
|
2020
Q1 | $207K | Hold |
2,824
| – | – | 0.17% | 77 |
|
|
2019
Q4 | $245K | Hold |
2,824
| – | – | 0.18% | 79 |
|
|
2019
Q3 | $227K | Hold |
2,824
| – | – | 0.18% | 81 |
|
|
2019
Q2 | $227K | Hold |
2,824
| – | – | 0.19% | 81 |
|
|
2019
Q1 | $224K | Hold |
2,824
| – | – | 0.2% | 79 |
|
|
2018
Q4 | $206K | Buy |
+2,824
| New | +$199K | 0.2% | 84 |
|
Other funds holding MRK
VCM
VPM
