Sequoia 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 | $23.7M | Buy |
299,098
+18,652
| +7% | +$1.48M | 0.16% | 110 |
|
|
2025
Q1 | $25.2M | Sell |
280,446
-80,987
| -22% | -$7.27M | 0.19% | 102 |
|
|
2024
Q4 | $36M | Buy |
361,433
+32,726
| +10% | +$3.26M | 0.35% | 63 |
|
|
2024
Q3 | $37.3M | Buy |
328,707
+150,432
| +84% | +$17.1M | 0.4% | 60 |
|
|
2024
Q2 | $22.1M | Buy |
178,275
+19,179
| +12% | +$2.38M | 0.27% | 85 |
|
|
2024
Q1 | $21M | Sell |
159,096
-10,864
| -6% | -$1.43M | 0.26% | 83 |
|
|
2023
Q4 | $18.5M | Buy |
169,960
+111,706
| +192% | +$12.2M | 0.23% | 88 |
|
|
2023
Q3 | $6M | Buy |
58,254
+1,239
| +2% | +$128K | 0.11% | 136 |
|
|
2023
Q2 | $6.59M | Sell |
57,015
-61,165
| -52% | -$7.07M | 0.11% | 135 |
|
|
2023
Q1 | $12.6M | Sell |
118,180
-56,575
| -32% | -$6.02M | 0.28% | 65 |
|
|
2022
Q4 | $19.4M | Buy |
174,755
+47,442
| +37% | +$5.26M | 0.48% | 39 |
|
|
2022
Q3 | $11M | Sell |
127,313
-1,218
| -0.9% | -$105K | 0.35% | 50 |
|
|
2022
Q2 | $11.7M | Sell |
128,531
-56,835
| -31% | -$5.18M | 0.33% | 51 |
|
|
2022
Q1 | $15.2M | Buy |
185,366
+26,287
| +17% | +$2.16M | 0.38% | 45 |
|
|
2021
Q4 | $12.2M | Buy |
159,079
+123,673
| +349% | +$9.48M | 0.33% | 60 |
|
|
2021
Q3 | $2.66M | Sell |
35,406
-41,577
| -54% | -$3.12M | 0.27% | 60 |
|
|
2021
Q2 | $5.99M | Buy |
76,983
+14,047
| +22% | +$1.09M | 0.22% | 85 |
|
|
2021
Q1 | $4.63M | Buy |
62,936
+14,016
| +29% | +$1.03M | 0.19% | 83 |
|
|
2020
Q4 | $3.82M | Sell |
48,920
-86
| -0.2% | -$6.71K | 0.17% | 82 |
|
|
2020
Q3 | $3.88M | Buy |
49,006
+10,135
| +26% | +$802K | 0.2% | 65 |
|
|
2020
Q2 | $2.87M | Buy |
38,871
+4,438
| +13% | +$327K | 0.17% | 73 |
|
|
2020
Q1 | $2.53M | Buy |
34,433
+4,374
| +15% | +$321K | 0.19% | 68 |
|
|
2019
Q4 | $2.61M | Buy |
30,059
+1,440
| +5% | +$125K | 0.17% | 78 |
|
|
2019
Q3 | $2.3M | Sell |
28,619
-433
| -1% | -$34.8K | 0.17% | 78 |
|
|
2019
Q2 | $2.32M | Buy |
29,052
+143
| +0.5% | +$11.4K | 0.17% | 77 |
|
|
2019
Q1 | $2.29M | Buy |
28,909
+9,175
| +46% | +$728K | 0.19% | 76 |
|
|
2018
Q4 | $1.44M | Sell |
19,734
-219
| -1% | -$16K | 0.17% | 82 |
|
|
2018
Q3 | $1.35M | Sell |
19,953
-409
| -2% | -$27.7K | 0.13% | 97 |
|
|
2018
Q2 | $1.18M | Sell |
20,362
-1,669
| -8% | -$96.6K | 0.13% | 101 |
|
|
2018
Q1 | $1.15M | Buy |
22,031
+40
| +0.2% | +$2.08K | 0.12% | 106 |
|
|
2017
Q4 | $1.18M | Buy |
21,991
+1,281
| +6% | +$68.8K | 0.12% | 106 |
|
|
2017
Q3 | $1.27M | Buy |
20,710
+1,326
| +7% | +$81K | 0.15% | 93 |
|
|
2017
Q2 | $1.19M | Buy |
19,384
+1,573
| +9% | +$96.2K | 0.15% | 97 |
|
|
2017
Q1 | $1.08M | Sell |
17,811
-5,552
| -24% | -$337K | 0.14% | 99 |
|
|
2016
Q4 | $1.31M | Buy |
23,363
+1,653
| +8% | +$92.8K | 0.19% | 84 |
|
|
2016
Q3 | $1.29M | Sell |
21,710
-1,499
| -6% | -$89.3K | 0.24% | 69 |
|
|
2016
Q2 | $1.28M | Buy |
23,209
+6,494
| +39% | +$357K | 0.36% | 59 |
|
|
2016
Q1 | $844K | Buy |
16,715
+1,719
| +11% | +$86.8K | 0.27% | 71 |
|
|
2015
Q4 | $756K | Buy |
14,996
+722
| +5% | +$36.4K | 0.3% | 66 |
|
|
2015
Q3 | $673K | Sell |
14,274
-797
| -5% | -$37.6K | 0.29% | 69 |
|
|
2015
Q2 | $819K | Buy |
15,071
+646
| +4% | +$35.1K | 0.35% | 68 |
|
|
2015
Q1 | $791K | Buy |
14,425
+3,048
| +27% | +$167K | 0.36% | 67 |
|
|
2014
Q4 | $617K | Sell |
11,377
-187
| -2% | -$10.1K | 0.42% | 63 |
|
|
2014
Q3 | $654K | Sell |
11,564
-192
| -2% | -$10.9K | 0.45% | 59 |
|
|
2014
Q2 | $649K | Sell |
11,756
-4
| -0% | -$221 | 0.49% | 52 |
|
|
2014
Q1 | $637K | Buy |
11,760
+603
| +5% | +$32.7K | 0.53% | 50 |
|
|
2013
Q4 | $533K | Buy |
+11,157
| New | +$533K | 0.44% | 66 |
|