Physicians Financial Services’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$879K Sell
11,110
-170
-2% -$13.5K 0.26% 62
2025
Q1
$1.01M Sell
11,280
-430
-4% -$38.6K 0.32% 55
2024
Q4
$1.17M Buy
11,710
+200
+2% +$19.9K 0.35% 53
2024
Q3
$1.31M Sell
11,510
-585
-5% -$66.4K 0.41% 55
2024
Q2
$1.5M Hold
12,095
0.49% 46
2024
Q1
$1.6M Hold
12,095
0.56% 43
2023
Q4
$1.32M Sell
12,095
-100
-0.8% -$10.9K 0.5% 50
2023
Q3
$1.26M Sell
12,195
-100
-0.8% -$10.3K 0.51% 49
2023
Q2
$1.42M Buy
12,295
+100
+0.8% +$11.5K 0.56% 47
2023
Q1
$1.3M Hold
12,195
0.55% 49
2022
Q4
$1.35M Hold
12,195
0.61% 47
2022
Q3
$1.05M Sell
12,195
-200
-2% -$17.2K 0.51% 53
2022
Q2
$1.13M Hold
12,395
0.5% 54
2022
Q1
$1.02M Sell
12,395
-50
-0.4% -$4.1K 0.39% 63
2021
Q4
$954K Sell
12,445
-325
-3% -$24.9K 0.35% 64
2021
Q3
$959K Buy
12,770
+100
+0.8% +$7.51K 0.39% 63
2021
Q2
$985K Sell
12,670
-1,934
-13% -$150K 0.4% 59
2021
Q1
$1.07M Buy
14,604
+1,142
+8% +$84K 0.46% 58
2020
Q4
$1.05M Buy
13,462
+79
+0.6% +$6.17K 0.51% 55
2020
Q3
$1.06M Buy
13,383
+1,845
+16% +$146K 0.53% 53
2020
Q2
$851K Hold
11,538
0.47% 57
2020
Q1
$847K Hold
11,538
0.58% 51
2019
Q4
$1M Hold
11,538
0.54% 56
2019
Q3
$927K Sell
11,538
-308
-3% -$24.7K 0.53% 55
2019
Q2
$948K Sell
11,846
-576
-5% -$46.1K 0.56% 54
2019
Q1
$986K Buy
12,422
+110
+0.9% +$8.73K 0.61% 52
2018
Q4
$898K Buy
12,312
+2,672
+28% +$195K 0.65% 46
2018
Q3
$653K Hold
9,640
0.45% 62
2018
Q2
$558K Sell
9,640
-420
-4% -$24.3K 0.42% 66
2018
Q1
$529K Sell
10,060
-943
-9% -$49.6K 0.42% 69
2017
Q4
$591K Hold
11,003
0.45% 70
2017
Q3
$672K Hold
11,003
0.55% 58
2017
Q2
$673K Sell
11,003
-472
-4% -$28.9K 0.57% 56
2017
Q1
$696K Sell
11,475
-524
-4% -$31.8K 0.6% 55
2016
Q4
$671K Hold
11,999
0.55% 60
2016
Q3
$714K Buy
11,999
+839
+8% +$49.9K 0.6% 50
2016
Q2
$613K Buy
11,160
+1,823
+20% +$100K 0.54% 61
2016
Q1
$471K Hold
9,337
0.43% 68
2015
Q4
$471K Buy
+9,337
New +$471K 0.44% 68