SFM
Stack Financial Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
216,759
-4,025
| -2% | -$319K | 1.52% | 27 |
|
|
2025
Q1 | $19.8M | Sell |
220,784
-4,556
| -2% | -$409K | 1.65% | 25 |
|
|
2024
Q4 | $22.4M | Buy |
225,340
+1,064
| +0.5% | +$106K | 2.05% | 17 |
|
|
2024
Q3 | $25.5M | Buy |
224,276
+3,207
| +1% | +$364K | 2.29% | 17 |
|
|
2024
Q2 | $27.4M | Buy |
221,069
+452
| +0.2% | +$56K | 2.53% | 11 |
|
|
2024
Q1 | $29.1M | Sell |
220,617
-2,979
| -1% | -$393K | 2.67% | 11 |
|
|
2023
Q4 | $24.4M | Sell |
223,596
-6,646
| -3% | -$725K | 2.75% | 11 |
|
|
2023
Q3 | $23.7M | Buy |
230,242
+1,213
| +0.5% | +$125K | 2.76% | 10 |
|
|
2023
Q2 | $26.4M | Buy |
229,029
+2,452
| +1% | +$283K | 2.96% | 8 |
|
|
2023
Q1 | $24.1M | Buy |
226,577
+1,786
| +0.8% | +$190K | 2.93% | 11 |
|
|
2022
Q4 | $24.9M | Sell |
224,791
-871
| -0.4% | -$96.6K | 2.51% | 11 |
|
|
2022
Q3 | $19.4M | Buy |
225,662
+3,438
| +2% | +$296K | 2.04% | 14 |
|
|
2022
Q2 | $20.3M | Sell |
222,224
-8
| -0% | -$729 | 2.02% | 16 |
|
|
2022
Q1 | $18.2M | Buy |
222,232
+2,060
| +0.9% | +$169K | 1.47% | 31 |
|
|
2021
Q4 | $16.9M | Buy |
220,172
+1,792
| +0.8% | +$137K | 1.46% | 31 |
|
|
2021
Q3 | $16.4M | Buy |
218,380
+1,017
| +0.5% | +$76.4K | 1.56% | 29 |
|
|
2021
Q2 | $16.9M | Buy |
217,363
+5,576
| +3% | +$434K | 1.45% | 34 |
|
|
2021
Q1 | $16.3M | Buy |
211,787
+2,610
| +1% | +$201K | 1.38% | 37 |
|
|
2020
Q4 | $17.1M | Buy |
209,177
+7,898
| +4% | +$646K | 1.51% | 32 |
|
|
2020
Q3 | $16.7M | Sell |
201,279
-125
| -0.1% | -$10.4K | 1.68% | 25 |
|
|
2020
Q2 | $15.6M | Buy |
201,404
+89,305
| +80% | +$6.91M | 1.77% | 24 |
|
|
2020
Q1 | $8.63M | Buy |
+112,099
| New | +$8.63M | 1.35% | 31 |
|