Security National Bank of Sioux City Iowa’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
3,283
+400
| +14% | +$31.7K | 0.18% | 79 |
|
|
2025
Q1 | $259K | Sell |
2,883
-86
| -3% | -$7.72K | 0.19% | 78 |
|
|
2024
Q4 | $295K | Sell |
2,969
-300
| -9% | -$29.8K | 0.21% | 79 |
|
|
2024
Q3 | $371K | Hold |
3,269
| – | – | 0.23% | 78 |
|
|
2024
Q2 | $405K | Sell |
3,269
-100
| -3% | -$12.4K | 0.29% | 65 |
|
|
2024
Q1 | $445K | Sell |
3,369
-75
| -2% | -$9.9K | 0.31% | 65 |
|
|
2023
Q4 | $375K | Sell |
3,444
-100
| -3% | -$10.9K | 0.28% | 69 |
|
|
2023
Q3 | $365K | Sell |
3,544
-375
| -10% | -$38.6K | 0.28% | 68 |
|
|
2023
Q2 | $452K | Buy |
+3,919
| New | +$452K | 0.34% | 64 |
|
|
2022
Q4 | $415K | Buy |
3,744
+500
| +15% | +$55.4K | 0.32% | 70 |
|
|
2022
Q3 | $279K | Buy |
3,244
+206
| +7% | +$17.7K | 0.25% | 76 |
|
|
2022
Q2 | $277K | Hold |
3,038
| – | – | 0.24% | 79 |
|
|
2022
Q1 | $249K | Hold |
3,038
| – | – | 0.19% | 79 |
|
|
2021
Q4 | $233K | Hold |
3,038
| – | – | 0.16% | 84 |
|
|
2021
Q3 | $228K | Buy |
+3,038
| New | +$228K | 0.18% | 81 |
|
|
2021
Q2 | – | Sell |
-3,184
| Closed | -$234K | – | 113 |
|
|
2021
Q1 | $234K | Sell |
3,184
-126
| -4% | -$9.26K | 0.19% | 91 |
|
|
2020
Q4 | $258K | Sell |
3,310
-104
| -3% | -$8.11K | 0.22% | 79 |
|
|
2020
Q3 | $270K | Sell |
3,414
-2,658
| -44% | -$210K | 0.25% | 72 |
|
|
2020
Q2 | $448K | Sell |
6,072
-801
| -12% | -$59.1K | 0.48% | 55 |
|
|
2020
Q1 | $505K | Buy |
6,873
+2,742
| +66% | +$201K | 0.65% | 51 |
|
|
2019
Q4 | $359K | Buy |
4,131
+163
| +4% | +$14.2K | 0.35% | 66 |
|
|
2019
Q3 | $319K | Sell |
3,968
-513
| -11% | -$41.2K | 0.37% | 66 |
|
|
2019
Q2 | $359K | Sell |
4,481
-105
| -2% | -$8.41K | 0.42% | 61 |
|
|
2019
Q1 | $364K | Sell |
4,586
-157
| -3% | -$12.5K | 0.42% | 63 |
|
|
2018
Q4 | $346K | Buy |
4,743
+1,560
| +49% | +$114K | 0.36% | 63 |
|
|
2018
Q3 | $215K | Buy |
+3,183
| New | +$215K | 0.19% | 82 |
|
|
2017
Q2 | – | Sell |
-5,824
| Closed | -$353K | – | 82 |
|
|
2017
Q1 | $353K | Buy |
+5,824
| New | +$353K | 0.35% | 76 |
|