Resonant Capital 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 | $916K | Buy |
11,462
+1,396
| +14% | +$112K | 0.06% | 167 |
|
|
2025
Q1 | $910K | Buy |
10,066
+1,111
| +12% | +$100K | 0.06% | 156 |
|
|
2024
Q4 | $898K | Sell |
8,955
-397
| -4% | -$39.8K | 0.07% | 157 |
|
|
2024
Q3 | $1.07M | Buy |
9,352
+217
| +2% | +$24.8K | 0.08% | 147 |
|
|
2024
Q2 | $1.14M | Buy |
9,135
+1,353
| +17% | +$169K | 0.09% | 133 |
|
|
2024
Q1 | $1.03M | Buy |
7,782
+1,389
| +22% | +$184K | 0.09% | 138 |
|
|
2023
Q4 | $702K | Buy |
6,393
+112
| +2% | +$12.3K | 0.07% | 161 |
|
|
2023
Q3 | $651K | Buy |
6,281
+63
| +1% | +$6.53K | 0.07% | 151 |
|
|
2023
Q2 | $722K | Buy |
6,218
+76
| +1% | +$8.83K | 0.08% | 144 |
|
|
2023
Q1 | $658K | Sell |
6,142
-958
| -13% | -$103K | 0.07% | 149 |
|
|
2022
Q4 | $792K | Buy |
7,100
+1,322
| +23% | +$148K | 0.1% | 131 |
|
|
2022
Q3 | $502K | Buy |
5,778
+270
| +5% | +$23.5K | 0.08% | 150 |
|
|
2022
Q2 | $506K | Buy |
5,508
+434
| +9% | +$39.9K | 0.08% | 153 |
|
|
2022
Q1 | $427K | Buy |
5,074
+476
| +10% | +$40.1K | 0.06% | 151 |
|
|
2021
Q4 | $355K | Buy |
4,598
+1,120
| +32% | +$86.5K | 0.05% | 160 |
|
|
2021
Q3 | $263K | Buy |
+3,478
| New | +$263K | 0.05% | 170 |
|
|
2020
Q2 | – | Sell |
-3,887
| Closed | -$285K | – | 183 |
|
|
2020
Q1 | $285K | Sell |
3,887
-412
| -10% | -$30.2K | 0.1% | 156 |
|
|
2019
Q4 | $373K | Buy |
+4,299
| New | +$373K | 0.12% | 160 |
|