Plante Moran Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
3,037
+917
| +43% | +$72.6K | 0.02% | 144 |
|
|
2025
Q1 | $190K | Sell |
2,120
-799
| -27% | -$71.7K | 0.02% | 175 |
|
|
2024
Q4 | $290K | Buy |
2,919
+126
| +5% | +$12.5K | 0.02% | 134 |
|
|
2024
Q3 | $317K | Sell |
2,793
-11,487
| -80% | -$1.3M | 0.03% | 125 |
|
|
2024
Q2 | $1.77M | Buy |
14,280
+101
| +0.7% | +$12.5K | 0.18% | 33 |
|
|
2024
Q1 | $1.87M | Sell |
14,179
-40
| -0.3% | -$5.28K | 0.2% | 32 |
|
|
2023
Q4 | $1.55M | Buy |
14,219
+39
| +0.3% | +$4.25K | 0.16% | 38 |
|
|
2023
Q3 | $1.46M | Sell |
14,180
-759
| -5% | -$78.1K | 0.18% | 35 |
|
|
2023
Q2 | $1.72M | Sell |
14,939
-24
| -0.2% | -$2.77K | 0.2% | 31 |
|
|
2023
Q1 | $1.59M | Sell |
14,963
-2,564
| -15% | -$273K | 0.22% | 30 |
|
|
2022
Q4 | $1.94M | Buy |
17,527
+11,837
| +208% | +$1.31M | 0.28% | 27 |
|
|
2022
Q3 | $490K | Sell |
5,690
-363
| -6% | -$31.3K | 0.08% | 76 |
|
|
2022
Q2 | $552K | Sell |
6,053
-88
| -1% | -$8.03K | 0.09% | 73 |
|
|
2022
Q1 | $504K | Sell |
6,141
-669
| -10% | -$54.9K | 0.09% | 86 |
|
|
2021
Q4 | $522K | Sell |
6,810
-1,546
| -19% | -$119K | 0.09% | 86 |
|
|
2021
Q3 | $628K | Sell |
8,356
-10,413
| -55% | -$783K | 0.14% | 72 |
|
|
2021
Q2 | $1.46M | Sell |
18,769
-15,335
| -45% | -$1.19M | 0.35% | 29 |
|
|
2021
Q1 | $2.51M | Buy |
34,104
+1,887
| +6% | +$139K | 0.69% | 19 |
|
|
2020
Q4 | $2.52M | Buy |
32,217
+263
| +0.8% | +$20.5K | 0.78% | 17 |
|
|
2020
Q3 | $2.53M | Buy |
31,954
+24,050
| +304% | +$1.9M | 0.89% | 15 |
|
|
2020
Q2 | $583K | Sell |
7,904
-805
| -9% | -$59.4K | 0.23% | 57 |
|
|
2020
Q1 | $639K | Sell |
8,709
-28
| -0.3% | -$2.05K | 0.29% | 50 |
|
|
2019
Q4 | $758K | Buy |
8,737
+2,203
| +34% | +$191K | 0.26% | 52 |
|
|
2019
Q3 | $525K | Sell |
6,534
-651
| -9% | -$52.3K | 0.15% | 83 |
|
|
2019
Q2 | $575K | Buy |
7,185
+207
| +3% | +$16.6K | 0.18% | 72 |
|
|
2019
Q1 | $554K | Buy |
6,978
+891
| +15% | +$70.7K | 0.17% | 72 |
|
|
2018
Q4 | $444K | Buy |
6,087
+3
| +0% | +$219 | 0.15% | 83 |
|
|
2018
Q3 | $412K | Sell |
6,084
-558
| -8% | -$37.8K | 0.13% | 87 |
|
|
2018
Q2 | $385K | Sell |
6,642
-906
| -12% | -$52.5K | 0.2% | 90 |
|
|
2018
Q1 | $392K | Buy |
7,548
+438
| +6% | +$22.7K | 0.21% | 84 |
|
|
2017
Q4 | $382K | Buy |
7,110
+179
| +3% | +$9.62K | 0.21% | 83 |
|
|
2017
Q3 | $423K | Sell |
6,931
-696
| -9% | -$42.5K | 0.25% | 75 |
|
|
2017
Q2 | $466K | Buy |
7,627
+104
| +1% | +$6.35K | 0.29% | 71 |
|
|
2017
Q1 | $456K | Sell |
7,523
-256
| -3% | -$15.5K | 0.27% | 77 |
|
|
2016
Q4 | $437K | Buy |
7,779
+1,124
| +17% | +$63.1K | 0.27% | 74 |
|
|
2016
Q3 | $396K | Sell |
6,655
-163
| -2% | -$9.7K | 0.27% | 81 |
|
|
2016
Q2 | $375K | Buy |
6,818
+1,117
| +20% | +$61.4K | 0.27% | 77 |
|
|
2016
Q1 | $288K | Sell |
5,701
-983
| -15% | -$49.7K | 0.22% | 83 |
|
|
2015
Q4 | $337K | Buy |
6,684
+810
| +14% | +$40.8K | 0.25% | 75 |
|
|
2015
Q3 | $277K | Sell |
5,874
-1,011
| -15% | -$47.7K | 0.22% | 85 |
|
|
2015
Q2 | $374K | Sell |
6,885
-524
| -7% | -$28.5K | 0.27% | 75 |
|
|
2015
Q1 | $406K | Sell |
7,409
-808
| -10% | -$44.3K | 0.28% | 73 |
|
|
2014
Q4 | $445K | Sell |
8,217
-1,103
| -12% | -$59.7K | 0.33% | 62 |
|
|
2014
Q3 | $527K | Sell |
9,320
-200
| -2% | -$11.3K | 0.46% | 48 |
|
|
2014
Q2 | $526K | Buy |
9,520
+2,284
| +32% | +$126K | 0.47% | 50 |
|
|
2014
Q1 | $392K | Sell |
7,236
-4,520
| -38% | -$245K | 0.43% | 50 |
|
|
2013
Q4 | $561K | Buy |
11,756
+7,231
| +160% | +$345K | 0.32% | 49 |
|
|
2013
Q3 | $206K | Buy |
4,525
+888
| +24% | +$40.4K | 0.13% | 70 |
|
|
2013
Q2 | $161K | Buy |
+3,637
| New | +$161K | 0.12% | 77 |
|