Summit Financial Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $929K | Sell |
7,044
-210
| -3% | -$27.7K | 0.33% | 88 |
|
|
2023
Q4 | $791K | Hold |
7,254
| – | – | 0.3% | 91 |
|
|
2023
Q3 | $747K | Hold |
7,254
| – | – | 0.31% | 88 |
|
|
2023
Q2 | $837K | Hold |
7,254
| – | – | 0.33% | 85 |
|
|
2023
Q1 | $772K | Hold |
7,254
| – | – | 0.29% | 93 |
|
|
2022
Q4 | $805K | Sell |
7,254
-183
| -2% | -$20.3K | 0.32% | 90 |
|
|
2022
Q3 | $641K | Buy |
7,437
+117
| +2% | +$10.1K | 0.27% | 100 |
|
|
2022
Q2 | $668K | Hold |
7,320
| – | – | 0.26% | 101 |
|
|
2022
Q1 | $601K | Hold |
7,320
| – | – | 0.2% | 117 |
|
|
2021
Q4 | $561K | Buy |
7,320
+173
| +2% | +$13.3K | 0.18% | 122 |
|
|
2021
Q3 | $537K | Hold |
7,147
| – | – | 0.19% | 122 |
|
|
2021
Q2 | $556K | Buy |
7,147
+2,052
| +40% | +$160K | 0.21% | 115 |
|
|
2021
Q1 | $375K | Sell |
5,095
-68
| -1% | -$5.01K | 0.16% | 123 |
|
|
2020
Q4 | $403K | Buy |
5,163
+88
| +2% | +$6.87K | 0.18% | 106 |
|
|
2020
Q3 | $402K | Sell |
5,075
-121
| -2% | -$9.59K | 0.2% | 101 |
|
|
2020
Q2 | $383K | Buy |
5,196
+293
| +6% | +$21.6K | 0.2% | 97 |
|
|
2020
Q1 | $360K | Buy |
4,903
+1,048
| +27% | +$76.9K | 0.21% | 93 |
|
|
2019
Q4 | $335K | Sell |
3,855
-120
| -3% | -$10.4K | 0.16% | 109 |
|
|
2019
Q3 | $319K | Sell |
3,975
-576
| -13% | -$46.2K | 0.16% | 114 |
|
|
2019
Q2 | $364K | Sell |
4,551
-42
| -0.9% | -$3.36K | 0.16% | 115 |
|
|
2019
Q1 | $365K | Hold |
4,593
| – | – | 0.29% | 82 |
|
|
2018
Q4 | $335K | Hold |
4,593
| – | – | 0.28% | 83 |
|
|
2018
Q3 | $311K | Sell |
4,593
-1,960
| -30% | -$133K | 0.23% | 90 |
|
|
2018
Q2 | $379K | Sell |
6,553
-13,087
| -67% | -$757K | 0.29% | 85 |
|
|
2018
Q1 | $1.02M | Buy |
19,640
+1,619
| +9% | +$84.2K | 0.8% | 45 |
|
|
2017
Q4 | $968K | Sell |
18,021
-749
| -4% | -$40.2K | 0.79% | 44 |
|
|
2017
Q3 | $1.15M | Buy |
18,770
+944
| +5% | +$57.7K | 0.95% | 36 |
|
|
2017
Q2 | $1.09M | Buy |
+17,826
| New | +$1.09M | 0.94% | 34 |
|