Signature Estate & Investment 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 | $639K | Sell |
8,069
-3,058
| -27% | -$242K | 0.01% | 309 |
|
|
2025
Q1 | $999K | Sell |
11,127
-187,674
| -94% | -$16.8M | 0.03% | 219 |
|
|
2024
Q4 | $19.8M | Buy |
198,801
+11,819
| +6% | +$1.18M | 0.5% | 36 |
|
|
2024
Q3 | $21.2M | Buy |
186,982
+48,807
| +35% | +$5.54M | 0.49% | 37 |
|
|
2024
Q2 | $17.1M | Buy |
138,175
+10,321
| +8% | +$1.28M | 0.43% | 37 |
|
|
2024
Q1 | $16.9M | Buy |
127,854
+4,360
| +4% | +$575K | 0.48% | 33 |
|
|
2023
Q4 | $13.5M | Buy |
123,494
+7,598
| +7% | +$828K | 0.4% | 43 |
|
|
2023
Q3 | $11.9M | Buy |
115,896
+7,420
| +7% | +$764K | 0.4% | 38 |
|
|
2023
Q2 | $12.5M | Buy |
108,476
+1,338
| +1% | +$154K | 0.42% | 39 |
|
|
2023
Q1 | $11.4M | Sell |
107,138
-2,173
| -2% | -$231K | 0.4% | 39 |
|
|
2022
Q4 | $12.1M | Buy |
+109,311
| New | +$12.1M | 0.44% | 38 |
|
|
2022
Q3 | – | Sell |
-2,402
| Closed | -$219K | – | 169 |
|
|
2022
Q2 | $219K | Buy |
+2,402
| New | +$219K | 0.01% | 161 |
|
|
2021
Q1 | – | Sell |
-3,642
| Closed | -$284K | – | 167 |
|
|
2020
Q4 | $284K | Buy |
3,642
+952
| +35% | +$74.2K | 0.02% | 134 |
|
|
2020
Q3 | $213K | Buy |
+2,690
| New | +$213K | 0.01% | 142 |
|
|
2016
Q3 | – | Sell |
-2,830
| Closed | -$156K | – | 167 |
|
|
2016
Q2 | $156K | Buy |
+2,830
| New | +$156K | 0.02% | 137 |
|