Sheaff Brock Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.31M | Sell |
92,619
-34,505
| -27% | -$3.22M | 0.76% | 32 |
|
|
2024
Q4 | $12.6M | Buy |
127,124
+4,390
| +4% | +$453K | 1.1% | 14 |
|
|
2024
Q3 | $13.9M | Buy |
122,734
+5,237
| +4% | +$622K | 1.22% | 12 |
|
|
2024
Q2 | $14.5M | Buy |
117,497
+16,786
| +17% | +$2.16M | 1.35% | 8 |
|
|
2024
Q1 | $13.3M | Sell |
100,711
-4,273
| -4% | -$527K | 0.84% | 14 |
|
|
2023
Q4 | $11.4M | Sell |
104,984
-36,145
| -26% | -$3.75M | 0.89% | 19 |
|
|
2023
Q3 | $14.5M | Buy |
141,129
+30,905
| +28% | +$3.33M | 1.32% | 10 |
|
|
2023
Q2 | $12.7M | Sell |
110,224
-1,333
| -1% | -$151K | 1.07% | 12 |
|
|
2023
Q1 | $11.9M | Buy |
111,557
+2,268
| +2% | +$245K | 1.09% | 14 |
|
|
2022
Q4 | $12.1M | Sell |
109,289
-3,201
| -3% | -$327K | 1.2% | 13 |
|
|
2022
Q3 | $9.69M | Sell |
112,490
-1,389
| -1% | -$124K | 1.04% | 11 |
|
|
2022
Q2 | $10.4M | Sell |
113,879
-43,091
| -27% | -$3.82M | 0.87% | 12 |
|
|
2022
Q1 | $12.9M | Buy |
156,970
+128,794
| +457% | +$10.2M | 0.9% | 13 |
|
|
2021
Q4 | $2.16M | Sell |
28,176
-1,254
| -4% | -$99.9K | 0.14% | 98 |
|
|
2021
Q3 | $2.21M | Sell |
29,430
-5,191
| -15% | -$395K | 0.16% | 91 |
|
|
2021
Q2 | $2.69M | Sell |
34,621
-41,756
| -55% | -$3.11M | 0.19% | 79 |
|
|
2021
Q1 | $5.62M | Sell |
76,377
-1,102
| -1% | -$81.3K | 0.44% | 45 |
|
|
2020
Q4 | $6.05M | Buy |
77,479
+38,969
| +101% | +$2.98M | 0.51% | 39 |
|
|
2020
Q3 | $3.05M | Buy |
38,510
+159
| +0.4% | +$12.5K | 0.28% | 69 |
|
|
2020
Q2 | $2.83M | Buy |
38,351
+2,366
| +7% | +$178K | 0.28% | 69 |
|
|
2020
Q1 | $2.64M | Buy |
35,985
+5,326
| +17% | +$419K | 0.35% | 59 |
|
|
2019
Q4 | $2.66M | Sell |
30,659
-1,104
| -3% | -$90.7K | 0.26% | 69 |
|
|
2019
Q3 | $2.55M | Sell |
31,763
-384
| -1% | -$30.8K | 0.28% | 67 |
|
|
2019
Q2 | $2.57M | Sell |
32,147
-202
| -0.6% | -$15.5K | 0.28% | 67 |
|
|
2019
Q1 | $2.57M | Sell |
32,349
-3,409
| -10% | -$255K | 0.31% | 71 |
|
|
2018
Q4 | $2.61M | Sell |
35,758
-850
| -2% | -$60K | 0.41% | 62 |
|
|
2018
Q3 | $2.48M | Sell |
36,608
-747
| -2% | -$47.6K | 0.23% | 75 |
|
|
2018
Q2 | $2.16M | Sell |
37,355
-548
| -1% | -$30.9K | 0.21% | 79 |
|
|
2018
Q1 | $1.97M | Sell |
37,903
-3,094
| -8% | -$167K | 0.2% | 80 |
|
|
2017
Q4 | $2.2M | Sell |
40,997
-263
| -0.6% | -$14.6K | 0.29% | 76 |
|
|
2017
Q3 | $2.52M | Sell |
41,260
-638
| -2% | -$38.7K | 0.33% | 68 |
|
|
2017
Q2 | $2.56M | Buy |
41,898
+473
| +1% | +$28.8K | 0.34% | 63 |
|
|
2017
Q1 | $2.51M | Sell |
41,425
-12,277
| -23% | -$745K | 0.33% | 66 |
|
|
2016
Q4 | $3.02M | Sell |
53,702
-198
| -0.4% | -$11.6K | 0.38% | 62 |
|
|
2016
Q3 | $3.21M | Sell |
53,900
-4,106
| -7% | -$240K | 0.43% | 52 |
|
|
2016
Q2 | $3.19M | Sell |
58,006
-5,194
| -8% | -$276K | 0.4% | 54 |
|
|
2016
Q1 | $3.19M | Sell |
63,200
-5,857
| -8% | -$287K | 0.39% | 54 |
|
|
2015
Q4 | $3.48M | Buy |
+69,057
| New | +$3.48M | 0.39% | 55 |
|
Other funds holding MRK
Sheaff Brock Investment Advisors's MRK Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Merck (MRK) stake by 27% in Q1 2025, selling an estimated $3.22M and leaving 92,619 shares worth $8.31M. The position accounts for 0.76% of the portfolio, ranked #32.
Sheaff Brock Investment Advisors first reported a position in MRK in Q4 2015 and has held it in 38 quarters since. The position peaked at $14.5M in Q2 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.
- Sheaff Brock Investment Advisors held 92,619 shares of Merck worth $8.31M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 34,505 Merck shares in Q1 2025, an estimated $3.22M.
- Merck made up 0.76% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #32 holding.
- Sheaff Brock Investment Advisors first reported a position in Merck in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Merck position peaked at $14.5M in Q2 2024.
- 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.