SFP
Shepherd Financial Partners’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
33,636
-2,309
| -6% | -$183K | 0.28% | 61 |
|
|
2025
Q1 | $3.23M | Sell |
35,945
-4,461
| -11% | -$400K | 0.38% | 53 |
|
|
2024
Q4 | $4.02M | Sell |
40,406
-578
| -1% | -$57.5K | 0.48% | 37 |
|
|
2024
Q3 | $4.65M | Buy |
40,984
+929
| +2% | +$105K | 0.56% | 31 |
|
|
2024
Q2 | $4.96M | Buy |
40,055
+429
| +1% | +$53.1K | 0.64% | 25 |
|
|
2024
Q1 | $5.23M | Buy |
39,626
+365
| +0.9% | +$48.2K | 0.68% | 23 |
|
|
2023
Q4 | $4.28M | Buy |
39,261
+212
| +0.5% | +$23.1K | 0.61% | 26 |
|
|
2023
Q3 | $4.02M | Buy |
39,049
+1,224
| +3% | +$126K | 0.63% | 24 |
|
|
2023
Q2 | $4.36M | Buy |
37,825
+365
| +1% | +$42.1K | 0.68% | 24 |
|
|
2023
Q1 | $3.99M | Buy |
37,460
+952
| +3% | +$101K | 0.67% | 24 |
|
|
2022
Q4 | $4.05M | Buy |
36,508
+262
| +0.7% | +$29.1K | 0.73% | 22 |
|
|
2022
Q3 | $3.12M | Sell |
36,246
-5,545
| -13% | -$477K | 0.61% | 29 |
|
|
2022
Q2 | $3.81M | Buy |
41,791
+2,269
| +6% | +$207K | 0.74% | 24 |
|
|
2022
Q1 | $3.24M | Buy |
39,522
+8,805
| +29% | +$722K | 0.58% | 29 |
|
|
2021
Q4 | $2.35M | Buy |
30,717
+1,056
| +4% | +$80.8K | 0.41% | 47 |
|
|
2021
Q3 | $2.23M | Sell |
29,661
-264
| -0.9% | -$19.8K | 0.43% | 44 |
|
|
2021
Q2 | $2.33M | Buy |
29,925
+4,298
| +17% | +$334K | 0.44% | 41 |
|
|
2021
Q1 | $1.98M | Buy |
25,627
+282
| +1% | +$21.7K | 0.44% | 47 |
|
|
2020
Q4 | $2.07M | Buy |
25,345
+1,255
| +5% | +$103K | 0.47% | 45 |
|
|
2020
Q3 | $2M | Sell |
24,090
-50
| -0.2% | -$4.15K | 0.47% | 38 |
|
|
2020
Q2 | $1.87M | Sell |
24,140
-212
| -0.9% | -$16.4K | 0.51% | 33 |
|
|
2020
Q1 | $1.87M | Sell |
24,352
-12,366
| -34% | -$951K | 0.65% | 23 |
|
|
2019
Q4 | $3.34M | Buy |
36,718
+413
| +1% | +$37.5K | 0.78% | 23 |
|
|
2019
Q3 | $3.06M | Sell |
36,305
-706
| -2% | -$59.5K | 0.77% | 24 |
|
|
2019
Q2 | $3.1M | Sell |
37,011
-969
| -3% | -$81.2K | 0.58% | 23 |
|
|
2019
Q1 | $3.16M | Sell |
37,980
-782
| -2% | -$65K | 0.61% | 22 |
|
|
2018
Q4 | $2.96M | Buy |
38,762
+791
| +2% | +$60.5K | 0.64% | 22 |
|
|
2018
Q3 | $2.3M | Hold |
37,971
| – | – | 0.52% | 29 |
|
|
2018
Q2 | $2.29M | Sell |
37,971
-260
| -0.7% | -$15.7K | 0.52% | 29 |
|
|
2018
Q1 | $2.08M | Hold |
38,231
| – | – | 0.51% | 33 |
|
|
2017
Q4 | $2.15M | Sell |
38,231
-521
| -1% | -$29.3K | 0.5% | 35 |
|
|
2017
Q3 | $2.5M | Sell |
38,752
-850
| -2% | -$54.7K | 0.58% | 33 |
|
|
2017
Q2 | $2.49M | Sell |
39,602
-2,084
| -5% | -$131K | 0.61% | 32 |
|
|
2017
Q1 | $2.65M | Sell |
41,686
-3,498
| -8% | -$223K | 0.69% | 29 |
|
|
2016
Q4 | $2.72M | Buy |
+45,184
| New | +$2.72M | 0.77% | 27 |
|