Regal Wealth Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $623K | Buy |
5,322
+1
| +0% | +$104 | 0.38% | 28 |
|
|
2023
Q3 | $548K | Buy |
5,321
+1
| +0% | +$108 | 0.37% | 26 |
|
|
2023
Q2 | $580K | Hold |
5,320
| – | – | 0.38% | 26 |
|
|
2023
Q1 | $607K | Buy |
5,320
+3
| +0.1% | +$324 | 0.43% | 30 |
|
|
2022
Q4 | $590K | Hold |
5,317
| – | – | 0.43% | 25 |
|
|
2022
Q3 | $496K | Buy |
5,317
+51
| +1% | +$4.55K | 0.38% | 25 |
|
|
2022
Q2 | $480K | Sell |
5,266
-16
| -0.3% | -$1.42K | 0.35% | 28 |
|
|
2022
Q1 | $458K | Sell |
5,282
-213
| -4% | -$16.8K | 0.29% | 31 |
|
|
2021
Q4 | $421K | Buy |
5,495
+1
| +0% | +$80 | 0.24% | 35 |
|
|
2021
Q3 | $413K | Buy |
5,494
+1
| +0% | +$76 | 0.25% | 34 |
|
|
2021
Q2 | $427K | Sell |
5,493
-263
| -5% | -$19.6K | 0.25% | 32 |
|
|
2021
Q1 | $423K | Hold |
5,756
| – | – | 0.25% | 29 |
|
|
2020
Q4 | $449K | Buy |
5,756
+1
| +0% | +$76 | 0.27% | 28 |
|
|
2020
Q3 | $455K | Buy |
5,755
+1
| +0% | +$78 | 0.35% | 26 |
|
|
2020
Q2 | $425K | Buy |
5,754
+16
| +0.3% | +$1.2K | 0.35% | 25 |
|
|
2020
Q1 | $421K | Buy |
5,738
+1
| +0% | +$79 | 0.41% | 25 |
|
|
2019
Q4 | $498K | Buy |
5,737
+1
| +0% | +$82 | 0.32% | 27 |
|
|
2019
Q3 | $461K | Hold |
5,736
| – | – | 0.32% | 28 |
|
|
2019
Q2 | $459K | Hold |
5,736
| – | – | 0.32% | 26 |
|
|
2019
Q1 | $455K | Hold |
5,736
| – | – | 0.33% | 26 |
|
|
2018
Q4 | $418K | Buy |
5,736
+1
| +0% | +$71 | 0.38% | 25 |
|
|
2018
Q3 | $388K | Hold |
5,735
| – | – | 0.27% | 28 |
|
|
2018
Q2 | $332K | Buy |
5,735
+1
| +0% | +$56 | 0.35% | 31 |
|
|
2018
Q1 | $298K | Buy |
5,734
+1
| +0% | +$54 | 0.23% | 30 |
|
|
2017
Q4 | $308K | Hold |
5,733
| – | – | 0.22% | 30 |
|
|
2017
Q3 | $350K | Sell |
5,733
-15
| -0.3% | -$909 | 0.26% | 29 |
|
|
2017
Q2 | $352K | Hold |
5,748
| – | – | 0.27% | 29 |
|
|
2017
Q1 | $349K | Buy |
5,748
+1
| +0% | +$61 | 0.27% | 34 |
|
|
2016
Q4 | $323K | Hold |
5,747
| – | – | 0.26% | 36 |
|
|
2016
Q3 | $342K | Buy |
5,747
+1
| +0% | +$58 | 0.31% | 27 |
|
|
2016
Q2 | $316K | Buy |
5,746
+87
| +2% | +$4.63K | 0.3% | 28 |
|
|
2016
Q1 | $286K | Buy |
5,659
+1
| +0% | +$49 | 0.28% | 28 |
|
|
2015
Q4 | $285K | Buy |
+5,658
| New | +$285K | 0.28% | 28 |
|
Other funds holding MRK
Regal Wealth Group's MRK Position: Q4 2023 in Review
Regal Wealth Group increased its Merck (MRK) stake by 0.02% in Q4 2023, buying an estimated $104 and bringing the position to 5,322 shares worth $623K. The position accounts for 0.38% of the portfolio, ranked #28.
Regal Wealth Group first reported a position in MRK in Q4 2015 and has held it in 33 quarters since. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.
- Regal Wealth Group held 5,322 shares of Merck worth $623K as of Q4 2023.
- Regal Wealth Group bought 1 Merck share in Q4 2023, an estimated $104.
- Merck made up 0.38% of Regal Wealth Group's portfolio in Q4 2023, its #28 holding.
- Regal Wealth Group first reported a position in Merck in Q4 2015 and has held it in 33 quarters since.
- 3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.
Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.