Stonegate Investment Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.42M Sell
30,623
-247
-0.8% -$19.6K 0.06% 123
2025
Q1
$2.77M Buy
30,870
+3,216
+12% +$289K 0.07% 100
2024
Q4
$2.75M Buy
27,654
+1,008
+4% +$100K 0.07% 102
2024
Q3
$3.03M Buy
26,646
+74
+0.3% +$8.4K 0.08% 94
2024
Q2
$3.29M Buy
26,572
+1,657
+7% +$205K 0.1% 86
2024
Q1
$3.29M Buy
24,915
+79
+0.3% +$10.4K 0.1% 92
2023
Q4
$2.71M Buy
24,836
+390
+2% +$42.5K 0.09% 90
2023
Q3
$2.52M Sell
24,446
-10,475
-30% -$1.08M 0.09% 90
2023
Q2
$4.03M Sell
34,921
-222
-0.6% -$25.6K 0.14% 74
2023
Q1
$3.74M Buy
35,143
+487
+1% +$51.8K 0.14% 76
2022
Q4
$3.85M Sell
34,656
-313
-0.9% -$34.7K 0.17% 71
2022
Q3
$3.01M Sell
34,969
-38
-0.1% -$3.27K 0.14% 88
2022
Q2
$3.19M Buy
35,007
+4,329
+14% +$395K 0.14% 86
2022
Q1
$2.52M Sell
30,678
-3,160
-9% -$259K 0.08% 88
2021
Q4
$2.59M Buy
+33,838
New +$2.59M 0.11% 87