Oxford Financial Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
4,213
-325
| -7% | -$25.7K | 0.02% | 163 |
|
|
2025
Q1 | $407K | Sell |
4,538
-1,271
| -22% | -$114K | 0.03% | 146 |
|
|
2024
Q4 | $578K | Sell |
5,809
-45
| -0.8% | -$4.48K | 0.04% | 128 |
|
|
2024
Q3 | $665K | Sell |
5,854
-2,846
| -33% | -$323K | 0.04% | 109 |
|
|
2024
Q2 | $1.08M | Buy |
8,700
+2,177
| +33% | +$270K | 0.07% | 87 |
|
|
2024
Q1 | $861K | Buy |
6,523
+419
| +7% | +$55.3K | 0.06% | 90 |
|
|
2023
Q4 | $665K | Sell |
6,104
-567
| -8% | -$61.8K | 0.05% | 106 |
|
|
2023
Q3 | $687K | Sell |
6,671
-2,262
| -25% | -$233K | 0.06% | 100 |
|
|
2023
Q2 | $1.03M | Buy |
8,933
+2,339
| +35% | +$270K | 0.1% | 73 |
|
|
2023
Q1 | $702K | Buy |
6,594
+117
| +2% | +$12.4K | 0.08% | 86 |
|
|
2022
Q4 | $719K | Buy |
6,477
+947
| +17% | +$105K | 0.08% | 83 |
|
|
2022
Q3 | $476K | Sell |
5,530
-1,783
| -24% | -$153K | 0.07% | 104 |
|
|
2022
Q2 | $667K | Buy |
7,313
+1,938
| +36% | +$177K | 0.1% | 87 |
|
|
2022
Q1 | $441K | Buy |
5,375
+17
| +0.3% | +$1.4K | 0.06% | 125 |
|
|
2021
Q4 | $411K | Hold |
5,358
| – | – | 0.05% | 137 |
|
|
2021
Q3 | $402K | Hold |
5,358
| – | – | 0.05% | 127 |
|
|
2021
Q2 | $417K | Sell |
5,358
-268
| -5% | -$20.9K | 0.06% | 123 |
|
|
2021
Q1 | $414K | Sell |
5,626
-435
| -7% | -$32K | 0.06% | 123 |
|
|
2020
Q4 | $473K | Buy |
6,061
+396
| +7% | +$30.9K | 0.07% | 104 |
|
|
2020
Q3 | $448K | Buy |
5,665
+50
| +0.9% | +$3.95K | 0.07% | 99 |
|
|
2020
Q2 | $414K | Sell |
5,615
-43
| -0.8% | -$3.17K | 0.07% | 106 |
|
|
2020
Q1 | $415K | Buy |
+5,658
| New | +$415K | 0.08% | 95 |
|