Obermeyer Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Sell |
9,886
-151,400
| -94% | -$12M | 0.04% | 124 |
|
|
2025
Q1 | $14.5M | Sell |
161,286
-4,095
| -2% | -$368K | 0.77% | 40 |
|
|
2024
Q4 | $16.5M | Sell |
165,381
-15,386
| -9% | -$1.53M | 0.86% | 37 |
|
|
2024
Q3 | $20.5M | Sell |
180,767
-2,924
| -2% | -$332K | 1.1% | 34 |
|
|
2024
Q2 | $22.7M | Sell |
183,691
-625
| -0.3% | -$77.4K | 1.3% | 29 |
|
|
2024
Q1 | $24.3M | Buy |
184,316
+11,906
| +7% | +$1.57M | 1.43% | 28 |
|
|
2023
Q4 | $18.8M | Buy |
172,410
+164,042
| +1,960% | +$17.9M | 1.28% | 30 |
|
|
2023
Q3 | $861K | Sell |
8,368
-325
| -4% | -$33.5K | 0.06% | 74 |
|
|
2023
Q2 | $1M | Hold |
8,693
| – | – | 0.07% | 69 |
|
|
2023
Q1 | $925K | Sell |
8,693
-8,076
| -48% | -$859K | 0.07% | 72 |
|
|
2022
Q4 | $1.86M | Sell |
16,769
-152
| -0.9% | -$16.9K | 0.14% | 54 |
|
|
2022
Q3 | $1.46M | Buy |
16,921
+7,286
| +76% | +$627K | 0.12% | 57 |
|
|
2022
Q2 | $878K | Buy |
9,635
+198
| +2% | +$18K | 0.06% | 74 |
|
|
2022
Q1 | $774K | Buy |
9,437
+756
| +9% | +$62K | 0.05% | 95 |
|
|
2021
Q4 | $665K | Sell |
8,681
-239
| -3% | -$18.3K | 0.04% | 104 |
|
|
2021
Q3 | $670K | Sell |
8,920
-336
| -4% | -$25.2K | 0.04% | 101 |
|
|
2021
Q2 | $720K | Sell |
9,256
-877
| -9% | -$68.2K | 0.04% | 103 |
|
|
2021
Q1 | $745K | Buy |
10,133
+2,152
| +27% | +$158K | 0.05% | 98 |
|
|
2020
Q4 | $623K | Sell |
7,981
-419
| -5% | -$32.7K | 0.04% | 76 |
|
|
2020
Q3 | $665K | Buy |
8,400
+884
| +12% | +$70K | 0.05% | 69 |
|
|
2020
Q2 | $555K | Sell |
7,516
-7
| -0.1% | -$517 | 0.05% | 72 |
|
|
2020
Q1 | $552K | Sell |
7,523
-1,001
| -12% | -$73.4K | 0.06% | 60 |
|
|
2019
Q4 | $740K | Buy |
8,524
+284
| +3% | +$24.7K | 0.07% | 62 |
|
|
2019
Q3 | $662K | Buy |
8,240
+722
| +10% | +$58K | 0.06% | 62 |
|
|
2019
Q2 | $602K | Buy |
7,518
+104
| +1% | +$8.33K | 0.05% | 72 |
|
|
2019
Q1 | $588K | Sell |
7,414
-541
| -7% | -$42.9K | 0.06% | 70 |
|
|
2018
Q4 | $580K | Buy |
7,955
+70
| +0.9% | +$5.1K | 0.06% | 66 |
|
|
2018
Q3 | $534K | Buy |
7,885
+1,048
| +15% | +$71K | 0.05% | 73 |
|
|
2018
Q2 | $396K | Hold |
6,837
| – | – | 0.04% | 82 |
|
|
2018
Q1 | $355K | Sell |
6,837
-419
| -6% | -$21.8K | 0.03% | 84 |
|
|
2017
Q4 | $390K | Buy |
7,256
+357
| +5% | +$19.2K | 0.03% | 90 |
|
|
2017
Q3 | $422K | Buy |
6,899
+1,618
| +31% | +$99K | 0.04% | 84 |
|
|
2017
Q2 | $323K | Buy |
5,281
+131
| +3% | +$8.01K | 0.03% | 92 |
|
|
2017
Q1 | $312K | Sell |
5,150
-1,572
| -23% | -$95.2K | 0.03% | 100 |
|
|
2016
Q4 | $378K | Hold |
6,722
| – | – | 0.04% | 94 |
|
|
2016
Q3 | $400K | Sell |
6,722
-87
| -1% | -$5.18K | 0.04% | 86 |
|
|
2016
Q2 | $374K | Buy |
6,809
+419
| +7% | +$23K | 0.04% | 88 |
|
|
2016
Q1 | $323K | Hold |
6,390
| – | – | 0.03% | 97 |
|
|
2015
Q4 | $322K | Sell |
6,390
-1,714
| -21% | -$86.4K | 0.03% | 95 |
|
|
2015
Q3 | $382K | Hold |
8,104
| – | – | 0.04% | 82 |
|
|
2015
Q2 | $440K | Buy |
8,104
+1,048
| +15% | +$56.9K | 0.04% | 88 |
|
|
2015
Q1 | $387K | Hold |
7,056
| – | – | 0.03% | 100 |
|
|
2014
Q4 | $382K | Buy |
+7,056
| New | +$382K | 0.03% | 106 |
|
|
2013
Q3 | – | Sell |
-314
| Closed | -$14K | – | 194 |
|
|
2013
Q2 | $14K | Buy |
+314
| New | +$14K | ﹤0.01% | 237 |
|