SFMG Wealth 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 | – | Sell |
-8,502
| Closed | -$763K | – | 293 |
|
|
2025
Q1 | $763K | Buy |
8,502
+165
| +2% | +$14.8K | 0.06% | 116 |
|
|
2024
Q4 | $829K | Sell |
8,337
-311
| -4% | -$30.9K | 0.07% | 111 |
|
|
2024
Q3 | $982K | Sell |
8,648
-85
| -1% | -$9.65K | 0.08% | 95 |
|
|
2024
Q2 | $1.08M | Sell |
8,733
-128
| -1% | -$15.8K | 0.09% | 90 |
|
|
2024
Q1 | $1.17M | Sell |
8,861
-21,191
| -71% | -$2.8M | 0.1% | 88 |
|
|
2023
Q4 | $3.28M | Buy |
30,052
+45
| +0.1% | +$4.91K | 0.3% | 43 |
|
|
2023
Q3 | $3.09M | Buy |
30,007
+129
| +0.4% | +$13.3K | 0.32% | 43 |
|
|
2023
Q2 | $3.45M | Sell |
29,878
-12,399
| -29% | -$1.43M | 0.35% | 39 |
|
|
2023
Q1 | $4.5M | Buy |
42,277
+994
| +2% | +$106K | 0.48% | 26 |
|
|
2022
Q4 | $4.58M | Sell |
41,283
-236
| -0.6% | -$26.2K | 0.51% | 28 |
|
|
2022
Q3 | $3.75M | Buy |
41,519
+768
| +2% | +$69.4K | 0.44% | 30 |
|
|
2022
Q2 | $3.72M | Sell |
40,751
-525
| -1% | -$47.9K | 0.43% | 32 |
|
|
2022
Q1 | $3.39M | Sell |
41,276
-960
| -2% | -$78.8K | 0.33% | 45 |
|
|
2021
Q4 | $3.24M | Buy |
42,236
+3,824
| +10% | +$293K | 0.31% | 44 |
|
|
2021
Q3 | $2.89M | Sell |
38,412
-1,032
| -3% | -$77.5K | 0.32% | 46 |
|
|
2021
Q2 | $3.07M | Buy |
39,444
+2,324
| +6% | +$181K | 0.34% | 40 |
|
|
2021
Q1 | $2.73M | Sell |
37,120
-10,126
| -21% | -$745K | 0.32% | 42 |
|
|
2020
Q4 | $3.69M | Buy |
47,246
+4,401
| +10% | +$344K | 0.47% | 26 |
|
|
2020
Q3 | $3.39M | Buy |
42,845
+7,606
| +22% | +$602K | 0.47% | 27 |
|
|
2020
Q2 | $2.6M | Buy |
35,239
+4,395
| +14% | +$324K | 0.37% | 32 |
|
|
2020
Q1 | $2.26M | Buy |
30,844
+13,817
| +81% | +$1.01M | 0.34% | 25 |
|
|
2019
Q4 | $1.48M | Buy |
17,027
+14,321
| +529% | +$1.24M | 0.18% | 53 |
|
|
2019
Q3 | $217K | Sell |
2,706
-144
| -5% | -$11.5K | 0.03% | 140 |
|
|
2019
Q2 | $221K | Sell |
2,850
-1,159
| -29% | -$89.9K | 0.03% | 139 |
|
|
2019
Q1 | $318K | Sell |
4,009
-18
| -0.4% | -$1.43K | 0.05% | 110 |
|
|
2018
Q4 | $294K | Hold |
4,027
| – | – | 0.05% | 105 |
|
|
2018
Q3 | $278K | Sell |
4,027
-15,530
| -79% | -$1.07M | 0.04% | 104 |
|
|
2018
Q2 | $1.13M | Buy |
19,557
+90
| +0.5% | +$5.21K | 0.18% | 41 |
|
|
2018
Q1 | $1.01M | Buy |
19,467
+266
| +1% | +$13.8K | 0.17% | 45 |
|
|
2017
Q4 | $1.03M | Sell |
19,201
-1,047
| -5% | -$56.2K | 0.17% | 44 |
|
|
2017
Q3 | $1.24M | Sell |
20,248
-1,802
| -8% | -$110K | 0.24% | 37 |
|
|
2017
Q2 | $1.35M | Sell |
22,050
-568
| -3% | -$34.7K | 0.28% | 31 |
|
|
2017
Q1 | $1.37M | Buy |
22,618
+1,060
| +5% | +$64.3K | 0.28% | 32 |
|
|
2016
Q4 | $1.21M | Sell |
21,558
-516
| -2% | -$29K | 0.26% | 36 |
|
|
2016
Q3 | $1.32M | Sell |
22,074
-457
| -2% | -$27.2K | 0.29% | 40 |
|
|
2016
Q2 | $1.24M | Sell |
22,531
-127
| -0.6% | -$6.98K | 0.28% | 40 |
|
|
2016
Q1 | $1.14M | Sell |
22,658
-252
| -1% | -$12.7K | 0.25% | 43 |
|
|
2015
Q4 | $1.16M | Buy |
22,910
+1,019
| +5% | +$51.4K | 0.26% | 46 |
|
|
2015
Q3 | $1.03M | Buy |
21,891
+5,563
| +34% | +$262K | 0.25% | 48 |
|
|
2015
Q2 | $887K | Buy |
16,328
+8,901
| +120% | +$484K | 0.2% | 58 |
|
|
2015
Q1 | $407K | Buy |
+7,427
| New | +$407K | 0.03% | 116 |
|