Mogy Joel R Investment Counsel’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.34M Sell
29,623
-600
-2% -$47.5K 0.14% 47
2025
Q1
$2.71M Hold
30,223
0.17% 47
2024
Q4
$3.01M Hold
30,223
0.18% 45
2024
Q3
$3.43M Hold
30,223
0.21% 44
2024
Q2
$3.74M Sell
30,223
-200
-0.7% -$24.8K 0.24% 43
2024
Q1
$4.01M Buy
30,423
+200
+0.7% +$26.4K 0.27% 42
2023
Q4
$3.29M Sell
30,223
-12,047
-29% -$1.31M 0.25% 44
2023
Q3
$4.35M Sell
42,270
-2,950
-7% -$304K 0.37% 42
2023
Q2
$5.22M Sell
45,220
-17
-0% -$1.96K 0.41% 39
2023
Q1
$4.81M Buy
45,237
+1
+0% +$106 0.43% 40
2022
Q4
$5.02M Hold
45,236
0.5% 41
2022
Q3
$3.9M Hold
45,236
0.41% 43
2022
Q2
$4.12M Buy
45,236
+936
+2% +$85.3K 0.41% 41
2022
Q1
$3.64M Sell
44,300
-125
-0.3% -$10.3K 0.29% 44
2021
Q4
$3.41M Hold
44,425
0.24% 47
2021
Q3
$3.34M Hold
44,425
0.27% 45
2021
Q2
$3.46M Sell
44,425
-2,132
-5% -$166K 0.29% 45
2021
Q1
$3.43M Sell
46,557
-734
-2% -$54K 0.33% 44
2020
Q4
$3.69M Hold
47,291
0.36% 43
2020
Q3
$3.74M Hold
47,291
0.4% 41
2020
Q2
$3.49M Hold
47,291
0.42% 40
2020
Q1
$3.47M Sell
47,291
-210
-0.4% -$15.4K 0.49% 41
2019
Q4
$4.12M Sell
47,501
-80
-0.2% -$6.94K 0.49% 42
2019
Q3
$3.82M Hold
47,581
0.48% 42
2019
Q2
$3.81M Hold
47,581
0.5% 42
2019
Q1
$3.78M Sell
47,581
-1,048
-2% -$83.2K 0.51% 42
2018
Q4
$3.55M Hold
48,629
0.55% 41
2018
Q3
$3.29M Sell
48,629
-2,725
-5% -$184K 0.44% 44
2018
Q2
$2.97M Hold
51,354
0.44% 45
2018
Q1
$2.67M Sell
51,354
-1,362
-3% -$70.8K 0.42% 47
2017
Q4
$2.83M Hold
52,716
0.44% 47
2017
Q3
$3.22M Sell
52,716
-1,214
-2% -$74.2K 0.54% 43
2017
Q2
$3.3M Sell
53,930
-524
-1% -$32K 0.57% 45
2017
Q1
$3.3M Hold
54,454
0.57% 44
2016
Q4
$3.06M Sell
54,454
-167
-0.3% -$9.38K 0.56% 49
2016
Q3
$3.25M Buy
54,621
+167
+0.3% +$9.95K 0.6% 45
2016
Q2
$2.99M Hold
54,454
0.55% 45
2016
Q1
$2.75M Buy
54,454
+49,009
+900% +$2.47M 0.51% 48
2015
Q4
$2.75K Sell
5,445
-49,323
-90% -$24.9K 0.51% 49
2015
Q3
$2.58M Sell
54,768
-1,258
-2% -$59.3K 0.51% 51
2015
Q2
$3.04M Sell
56,026
-1,013
-2% -$55K 0.58% 52
2015
Q1
$3.13M Sell
57,039
-1,048
-2% -$57.5K 0.59% 53
2014
Q4
$3.15M Sell
58,087
-9,997
-15% -$542K 0.6% 50
2014
Q3
$3.85M Sell
68,084
-3,564
-5% -$202K 0.78% 43
2014
Q2
$3.96M Sell
71,648
-655
-0.9% -$36.2K 0.79% 43
2014
Q1
$3.92M Hold
72,303
0.82% 42
2013
Q4
$3.45M Sell
72,303
-1,048
-1% -$50.1K 0.73% 45
2013
Q3
$3.33M Sell
73,351
-899
-1% -$40.8K 0.76% 42
2013
Q2
$3.29M Buy
+74,250
New +$3.29M 0.8% 41