Moneta Group Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Sell |
58,820
-2,269
| -4% | -$180K | 0.06% | 144 |
|
|
2025
Q1 | $5.48M | Sell |
61,089
-1,556
| -2% | -$140K | 0.08% | 125 |
|
|
2024
Q4 | $6.23M | Buy |
62,645
+3,036
| +5% | +$302K | 0.09% | 113 |
|
|
2024
Q3 | $6.77M | Sell |
59,609
-20
| -0% | -$2.27K | 0.1% | 111 |
|
|
2024
Q2 | $7.38M | Buy |
59,629
+2,030
| +4% | +$251K | 0.12% | 100 |
|
|
2024
Q1 | $7.6M | Buy |
57,599
+2,751
| +5% | +$363K | 0.12% | 96 |
|
|
2023
Q4 | $5.98M | Buy |
54,848
+9
| +0% | +$981 | 0.12% | 96 |
|
|
2023
Q3 | $5.65M | Buy |
54,839
+439
| +0.8% | +$45.2K | 0.13% | 93 |
|
|
2023
Q2 | $6.28M | Buy |
54,400
+2,306
| +4% | +$266K | 0.14% | 86 |
|
|
2023
Q1 | $5.54M | Buy |
52,094
+11,717
| +29% | +$1.25M | 0.13% | 96 |
|
|
2022
Q4 | $4.34M | Buy |
40,377
+2,291
| +6% | +$246K | 0.12% | 104 |
|
|
2022
Q3 | $3.28M | Buy |
38,086
+135
| +0.4% | +$11.6K | 0.12% | 109 |
|
|
2022
Q2 | $3.46M | Sell |
37,951
-1,549
| -4% | -$141K | 0.12% | 109 |
|
|
2022
Q1 | $3.24M | Buy |
39,500
+578
| +1% | +$47.4K | 0.13% | 103 |
|
|
2021
Q4 | $2.98M | Buy |
38,922
+2,589
| +7% | +$198K | 0.12% | 113 |
|
|
2021
Q3 | $2.73M | Sell |
36,333
-2,847
| -7% | -$214K | 0.13% | 108 |
|
|
2021
Q2 | $3.05M | Buy |
39,180
+2,135
| +6% | +$166K | 0.14% | 108 |
|
|
2021
Q1 | $2.73M | Buy |
37,045
+22,222
| +150% | +$1.63M | 0.14% | 107 |
|
|
2020
Q4 | $1.16M | Sell |
14,823
-1,424
| -9% | -$111K | 0.08% | 134 |
|
|
2020
Q3 | $1.29M | Buy |
16,247
+3,779
| +30% | +$299K | 0.11% | 108 |
|
|
2020
Q2 | $920K | Buy |
12,468
+1,353
| +12% | +$99.8K | 0.09% | 117 |
|
|
2020
Q1 | $816K | Buy |
11,115
+203
| +2% | +$14.9K | 0.08% | 120 |
|
|
2019
Q4 | $947K | Sell |
10,912
-169
| -2% | -$14.7K | 0.08% | 120 |
|
|
2019
Q3 | $890K | Sell |
11,081
-156
| -1% | -$12.5K | 0.08% | 128 |
|
|
2019
Q2 | $899K | Sell |
11,237
-1,187
| -10% | -$95K | 0.09% | 121 |
|
|
2019
Q1 | $986K | Sell |
12,424
-6,847
| -36% | -$543K | 0.1% | 97 |
|
|
2018
Q4 | $1.41M | Buy |
19,271
+3,726
| +24% | +$272K | 0.17% | 87 |
|
|
2018
Q3 | $1.05M | Sell |
15,545
-7,524
| -33% | -$509K | 0.11% | 101 |
|
|
2018
Q2 | $1.34M | Buy |
23,069
+11,960
| +108% | +$693K | 0.15% | 86 |
|
|
2018
Q1 | $409K | Buy |
11,109
+4,331
| +64% | +$159K | 0.05% | 132 |
|
|
2017
Q4 | $364K | Sell |
6,778
-7
| -0.1% | -$376 | 0.06% | 145 |
|
|
2017
Q3 | $415K | Sell |
6,785
-767
| -10% | -$46.9K | 0.06% | 137 |
|
|
2017
Q2 | $462K | Buy |
7,552
+749
| +11% | +$45.8K | 0.08% | 129 |
|
|
2017
Q1 | $412K | Sell |
6,803
-1,753
| -20% | -$106K | 0.08% | 99 |
|
|
2016
Q4 | $481K | Buy |
8,556
+2,178
| +34% | +$122K | 0.1% | 91 |
|
|
2016
Q3 | $380K | Sell |
6,378
-67
| -1% | -$3.99K | 0.09% | 94 |
|
|
2016
Q2 | $354K | Hold |
6,445
| – | – | 0.08% | 128 |
|
|
2016
Q1 | $325K | Hold |
6,445
| – | – | 0.07% | 127 |
|
|
2015
Q4 | $325K | Buy |
6,445
+576
| +10% | +$29K | 0.08% | 103 |
|
|
2015
Q3 | $277K | Buy |
+5,869
| New | +$277K | 0.08% | 105 |
|