Patriot Financial Group Insurance Agency’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
14,703
+728
+5% +$57.6K 0.13% 186
2025
Q1
$1.25M Sell
13,975
-339
-2% -$30.4K 0.17% 152
2024
Q4
$1.42M Sell
14,314
-103
-0.7% -$10.2K 0.19% 120
2024
Q3
$1.64M Buy
14,417
+552
+4% +$62.7K 0.22% 106
2024
Q2
$1.72M Buy
13,865
+142
+1% +$17.6K 0.25% 92
2024
Q1
$1.81M Buy
13,723
+1,255
+10% +$166K 0.29% 81
2023
Q4
$1.36M Buy
12,468
+2
+0% +$218 0.26% 95
2023
Q3
$1.28M Buy
12,466
+281
+2% +$28.9K 0.27% 90
2023
Q2
$1.41M Sell
12,185
-274
-2% -$31.6K 0.27% 88
2023
Q1
$1.33M Buy
12,459
+2,621
+27% +$279K 0.27% 85
2022
Q4
$1.09M Sell
9,838
-315
-3% -$34.9K 0.15% 95
2022
Q3
$874K Sell
10,153
-159
-2% -$13.7K 0.21% 122
2022
Q2
$940K Buy
10,312
+177
+2% +$16.1K 0.19% 115
2022
Q1
$832K Sell
10,135
-697
-6% -$57.2K 0.15% 153
2021
Q4
$830K Buy
10,832
+114
+1% +$8.74K 0.14% 158
2021
Q3
$805K Sell
10,718
-734
-6% -$55.1K 0.14% 157
2021
Q2
$891K Buy
11,452
+928
+9% +$72.2K 0.16% 137
2021
Q1
$774K Sell
10,524
-883
-8% -$64.9K 0.18% 131
2020
Q4
$890K Buy
11,407
+666
+6% +$52K 0.22% 104
2020
Q3
$850K Buy
10,741
+52
+0.5% +$4.12K 0.28% 82
2020
Q2
$789K Buy
10,689
+3,768
+54% +$278K 0.3% 76
2020
Q1
$508K Buy
6,921
+814
+13% +$59.7K 0.23% 91
2019
Q4
$530K Buy
6,107
+260
+4% +$22.6K 0.2% 107
2019
Q3
$470K Sell
5,847
-133
-2% -$10.7K 0.21% 91
2019
Q2
$488K Buy
5,980
+409
+7% +$33.4K 0.21% 77
2019
Q1
$442K Buy
5,571
+2,979
+115% +$236K 0.23% 76
2018
Q4
$189K Buy
2,592
+357
+16% +$26K 0.12% 132
2018
Q3
$151K Buy
2,235
+1,374
+160% +$92.8K 0.09% 147
2018
Q2
$50K Sell
861
-914
-51% -$53.1K 0.05% 184
2018
Q1
$90K Hold
1,775
0.07% 230
2017
Q4
$95K Buy
1,775
+55
+3% +$2.94K 0.07% 218
2017
Q3
$106K Buy
1,720
+82
+5% +$5.05K 0.09% 169
2017
Q2
$98K Buy
1,638
+45
+3% +$2.69K 0.1% 163
2017
Q1
$97K Sell
1,593
-31
-2% -$1.89K 0.1% 153
2016
Q4
$97K Buy
+1,624
New +$97K 0.13% 143