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 |
|