Sanders Morris Harris’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,983
| Closed | -$526K | – | 246 |
|
|
2025
Q1 | $526K | Sell |
5,983
-83
| -1% | -$7.29K | 0.08% | 152 |
|
|
2024
Q4 | $604K | Hold |
6,066
| – | – | 0.09% | 150 |
|
|
2024
Q3 | $689K | Hold |
6,066
| – | – | 0.11% | 126 |
|
|
2024
Q2 | $751K | Hold |
6,066
| – | – | 0.12% | 117 |
|
|
2024
Q1 | $800K | Buy |
6,066
+1,549
| +34% | +$204K | 0.15% | 112 |
|
|
2023
Q4 | $528K | Sell |
4,517
-1,349
| -23% | -$158K | 0.26% | 105 |
|
|
2023
Q3 | $599K | Hold |
5,866
| – | – | 0.12% | 130 |
|
|
2023
Q2 | $673K | Buy |
+5,866
| New | +$673K | 0.15% | 108 |
|
|
2023
Q1 | – | Sell |
-5,544
| Closed | -$615K | – | 212 |
|
|
2022
Q4 | $615K | Hold |
5,544
| – | – | 0.23% | 99 |
|
|
2022
Q3 | $482K | Hold |
5,544
| – | – | 0.12% | 140 |
|
|
2022
Q2 | $510K | Hold |
5,544
| – | – | 0.11% | 144 |
|
|
2022
Q1 | $454K | Hold |
5,544
| – | – | 0.09% | 176 |
|
|
2021
Q4 | $424K | Hold |
5,544
| – | – | 0.07% | 190 |
|
|
2021
Q3 | $442K | Sell |
5,544
-16,000
| -74% | -$1.28M | 0.08% | 184 |
|
|
2021
Q2 | $1.68M | Sell |
21,544
-1,034
| -5% | -$80.7K | 0.33% | 64 |
|
|
2021
Q1 | $1.64M | Buy |
22,578
+549
| +2% | +$39.9K | 0.35% | 56 |
|
|
2020
Q4 | $1.73M | Hold |
22,029
| – | – | 0.39% | 52 |
|
|
2020
Q3 | $1.69M | Buy |
22,029
+19,242
| +690% | +$1.48M | 0.46% | 45 |
|
|
2020
Q2 | $207K | Sell |
2,787
-4,594
| -62% | -$341K | 0.1% | 110 |
|
|
2020
Q1 | $551K | Sell |
7,381
-511
| -6% | -$38.1K | 0.54% | 48 |
|
|
2019
Q4 | $680K | Buy |
7,892
+572
| +8% | +$49.3K | 0.15% | 139 |
|
|
2019
Q3 | $568K | Sell |
7,320
-524
| -7% | -$40.7K | 0.14% | 135 |
|
|
2019
Q2 | $633K | Buy |
+7,844
| New | +$633K | 0.16% | 125 |
|
|
2017
Q3 | – | Sell |
-4,271
| Closed | -$261K | – | 149 |
|
|
2017
Q2 | $261K | Sell |
4,271
-157
| -4% | -$9.59K | 0.11% | 98 |
|
|
2017
Q1 | $269K | Buy |
+4,428
| New | +$269K | 0.1% | 108 |
|
|
2016
Q3 | – | Sell |
-4,780
| Closed | -$262K | – | 201 |
|
|
2016
Q2 | $262K | Sell |
4,780
-22,181
| -82% | -$1.22M | 0.06% | 190 |
|
|
2016
Q1 | $1.35M | Buy |
+26,961
| New | +$1.35M | 0.23% | 98 |
|