Spirit of America Management Corp’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Hold |
13,250
| – | – | 0.22% | 123 |
|
2025
Q1 | $1.19M | Sell |
13,250
-3,600
| -21% | -$323K | 0.24% | 97 |
|
2024
Q4 | $1.68M | Sell |
16,850
-1,500
| -8% | -$149K | 0.34% | 72 |
|
2024
Q3 | $2.08M | Hold |
18,350
| – | – | 0.42% | 58 |
|
2024
Q2 | $2.27M | Hold |
18,350
| – | – | 0.46% | 58 |
|
2024
Q1 | $2.42M | Hold |
18,350
| – | – | 0.49% | 56 |
|
2023
Q4 | $2M | Hold |
18,350
| – | – | 0.44% | 54 |
|
2023
Q3 | $1.89M | Hold |
18,350
| – | – | 0.43% | 51 |
|
2023
Q2 | $2.12M | Hold |
18,350
| – | – | 0.48% | 48 |
|
2023
Q1 | $1.95M | Hold |
18,350
| – | – | 0.44% | 58 |
|
2022
Q4 | $2.04M | Hold |
18,350
| – | – | 0.46% | 55 |
|
2022
Q3 | $1.58M | Hold |
18,350
| – | – | 0.37% | 74 |
|
2022
Q2 | $1.67M | Sell |
18,350
-5,700
| -24% | -$520K | 0.38% | 72 |
|
2022
Q1 | $1.97M | Hold |
24,050
| – | – | 0.39% | 75 |
|
2021
Q4 | $1.84M | Buy |
24,050
+300
| +1% | +$23K | 0.37% | 82 |
|
2021
Q3 | $1.78M | Hold |
23,750
| – | – | 0.38% | 77 |
|
2021
Q2 | $1.85M | Sell |
23,750
-1,140
| -5% | -$88.7K | 0.39% | 72 |
|
2021
Q1 | $1.83M | Buy |
24,890
+576
| +2% | +$42.4K | 0.43% | 64 |
|
2020
Q4 | $1.9M | Buy |
24,314
+1,048
| +5% | +$81.8K | 0.48% | 61 |
|
2020
Q3 | $1.84M | Buy |
23,266
+2,096
| +10% | +$166K | 0.5% | 58 |
|
2020
Q2 | $1.56M | Buy |
21,170
+3,668
| +21% | +$271K | 0.4% | 68 |
|
2020
Q1 | $1.29M | Buy |
17,502
+420
| +2% | +$30.8K | 0.41% | 67 |
|
2019
Q4 | $1.48M | Buy |
17,082
+3,039
| +22% | +$264K | 0.26% | 91 |
|
2019
Q3 | $1.13M | Buy |
14,043
+314
| +2% | +$25.2K | 0.18% | 115 |
|
2019
Q2 | $1.1M | Hold |
13,729
| – | – | 0.16% | 118 |
|
2019
Q1 | $1.09M | Hold |
13,729
| – | – | 0.16% | 120 |
|
2018
Q4 | $1M | Hold |
13,729
| – | – | 0.16% | 117 |
|
2018
Q3 | $929K | Hold |
13,729
| – | – | 0.12% | 134 |
|
2018
Q2 | $795K | Hold |
13,729
| – | – | 0.1% | 145 |
|
2018
Q1 | $714K | Hold |
13,729
| – | – | 0.09% | 150 |
|
2017
Q4 | $737K | Hold |
13,729
| – | – | 0.08% | 155 |
|
2017
Q3 | $839K | Hold |
13,729
| – | – | 0.09% | 151 |
|
2017
Q2 | $840K | Hold |
13,729
| – | – | 0.09% | 143 |
|
2017
Q1 | $832K | Hold |
13,729
| – | – | 0.09% | 142 |
|
2016
Q4 | $771K | Hold |
13,729
| – | – | 0.09% | 150 |
|
2016
Q3 | $818K | Sell |
13,729
-2,515
| -15% | -$150K | 0.11% | 144 |
|
2016
Q2 | $893K | Hold |
16,244
| – | – | 0.13% | 126 |
|
2016
Q1 | $820K | Hold |
16,244
| – | – | 0.15% | 130 |
|
2015
Q4 | $819K | Hold |
16,244
| – | – | 0.16% | 127 |
|
2015
Q3 | $766K | Hold |
16,244
| – | – | 0.16% | 131 |
|
2015
Q2 | $882K | Hold |
16,244
| – | – | 0.17% | 125 |
|
2015
Q1 | $891K | Hold |
16,244
| – | – | 0.19% | 122 |
|
2014
Q4 | $880K | Hold |
16,244
| – | – | 0.22% | 122 |
|
2014
Q3 | $919K | Hold |
16,244
| – | – | 0.28% | 109 |
|
2014
Q2 | $897K | Hold |
16,244
| – | – | 0.36% | 92 |
|
2014
Q1 | $880K | Buy |
+16,244
| New | +$880K | 0.36% | 94 |
|
2013
Q4 | – | Sell |
-16,244
| Closed | -$738K | – | 151 |
|
2013
Q3 | $738K | Sell |
16,244
-2,201
| -12% | -$100K | 0.27% | 118 |
|
2013
Q2 | $818K | Buy |
+18,445
| New | +$818K | 0.3% | 107 |
|