Phoenix Financial’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.65M | Sell |
45,838
-46,017
| -50% | -$3.66M | 0.05% | 151 |
|
2025
Q1 | $8.33M | Sell |
91,855
-9,450
| -9% | -$857K | 0.13% | 106 |
|
2024
Q4 | $10.1M | Sell |
101,305
-62,121
| -38% | -$6.2M | 0.14% | 94 |
|
2024
Q3 | $18.7M | Buy |
163,426
+45,668
| +39% | +$5.23M | 0.28% | 61 |
|
2024
Q2 | $14.8M | Buy |
117,758
+4,488
| +4% | +$565K | 0.23% | 66 |
|
2024
Q1 | $15M | Buy |
113,270
+19,024
| +20% | +$2.52M | 0.21% | 69 |
|
2023
Q4 | $11.3M | Buy |
94,246
+20,812
| +28% | +$2.5M | 0.19% | 65 |
|
2023
Q3 | $7.7M | Buy |
73,434
+13,559
| +23% | +$1.42M | 0.14% | 74 |
|
2023
Q2 | $6.91M | Buy |
59,875
+17,560
| +41% | +$2.03M | 0.14% | 73 |
|
2023
Q1 | $4.54M | Buy |
42,315
+19,787
| +88% | +$2.12M | 0.1% | 93 |
|
2022
Q4 | $2.52M | Buy |
22,528
+3,738
| +20% | +$419K | 0.05% | 120 |
|
2022
Q3 | $1.65M | Buy |
18,790
+3,234
| +21% | +$284K | 0.04% | 160 |
|
2022
Q2 | $1.43M | Buy |
+15,556
| New | +$1.43M | 0.03% | 187 |
|
2021
Q1 | – | Sell |
-372,199
| Closed | -$29.2M | – | 447 |
|
2020
Q4 | $29.2M | Sell |
372,199
-51,481
| -12% | -$4.03M | 0.78% | 49 |
|
2020
Q3 | $31.7M | Sell |
423,680
-683
| -0.2% | -$51.2K | 1.33% | 19 |
|
2020
Q2 | $29.9M | Buy |
424,363
+189,350
| +81% | +$13.3M | 1.27% | 18 |
|
2020
Q1 | $16.9M | Buy |
235,013
+147,969
| +170% | +$10.6M | 0.86% | 40 |
|
2019
Q4 | $7.55M | Sell |
87,044
-52,400
| -38% | -$4.55M | 0.32% | 90 |
|
2019
Q3 | $10.8M | Buy |
+139,444
| New | +$10.8M | 0.51% | 74 |
|