SFS
Summit Financial Strategies’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
5,773
+132
| +2% | +$10.5K | 0.04% | 92 |
|
|
2025
Q1 | $506K | Buy |
5,641
+241
| +4% | +$21.6K | 0.05% | 84 |
|
|
2024
Q4 | $537K | Hold |
5,400
| – | – | 0.06% | 78 |
|
|
2024
Q3 | $613K | Hold |
5,400
| – | – | 0.07% | 68 |
|
|
2024
Q2 | $669K | Sell |
5,400
-226
| -4% | -$28K | 0.08% | 68 |
|
|
2024
Q1 | $742K | Sell |
5,626
-167
| -3% | -$22K | 0.1% | 63 |
|
|
2023
Q4 | $632K | Hold |
5,793
| – | – | 0.1% | 63 |
|
|
2023
Q3 | $596K | Sell |
5,793
-371
| -6% | -$38.2K | 0.11% | 60 |
|
|
2023
Q2 | $711K | Buy |
6,164
+132
| +2% | +$15.2K | 0.13% | 56 |
|
|
2023
Q1 | $642K | Sell |
6,032
-969
| -14% | -$103K | 0.13% | 58 |
|
|
2022
Q4 | $777K | Sell |
7,001
-3,030
| -30% | -$336K | 0.17% | 45 |
|
|
2022
Q3 | $864K | Buy |
10,031
+3,001
| +43% | +$258K | 0.21% | 41 |
|
|
2022
Q2 | $641K | Buy |
7,030
+850
| +14% | +$77.5K | 0.15% | 47 |
|
|
2022
Q1 | $507K | Buy |
6,180
+6
| +0.1% | +$492 | 0.1% | 62 |
|
|
2021
Q4 | $473K | Hold |
6,174
| – | – | 0.09% | 66 |
|
|
2021
Q3 | $464K | Buy |
6,174
+247
| +4% | +$18.6K | 0.09% | 65 |
|
|
2021
Q2 | $461K | Buy |
5,927
+238
| +4% | +$18.5K | 0.09% | 65 |
|
|
2021
Q1 | $439K | Sell |
5,689
-126
| -2% | -$9.72K | 0.16% | 36 |
|
|
2020
Q4 | $476K | Buy |
5,815
+426
| +8% | +$34.9K | 0.16% | 42 |
|
|
2020
Q3 | $447K | Sell |
5,389
-720
| -12% | -$59.7K | 0.18% | 39 |
|
|
2020
Q2 | $472K | Buy |
6,109
+255
| +4% | +$19.7K | 0.21% | 35 |
|
|
2020
Q1 | $450K | Sell |
5,854
-979
| -14% | -$75.3K | 0.24% | 29 |
|
|
2019
Q4 | $621K | Buy |
6,833
+364
| +6% | +$33.1K | 0.3% | 23 |
|
|
2019
Q3 | $545K | Buy |
6,469
+1
| +0% | +$84 | 0.26% | 27 |
|
|
2019
Q2 | $542K | Sell |
6,468
-33
| -0.5% | -$2.77K | 0.26% | 27 |
|
|
2019
Q1 | $541K | Sell |
6,501
-100
| -2% | -$8.32K | 0.27% | 26 |
|
|
2018
Q4 | $504K | Buy |
6,601
+93
| +1% | +$7.1K | 0.28% | 30 |
|
|
2018
Q3 | $462K | Sell |
6,508
-94
| -1% | -$6.67K | 0.21% | 26 |
|
|
2018
Q2 | $401K | Buy |
6,602
+201
| +3% | +$12.2K | 0.19% | 27 |
|
|
2018
Q1 | $349K | Buy |
6,401
+139
| +2% | +$7.58K | 0.18% | 33 |
|
|
2017
Q4 | $352K | Sell |
6,262
-1,045
| -14% | -$58.7K | 0.18% | 33 |
|
|
2017
Q3 | $468K | Sell |
7,307
-665
| -8% | -$42.6K | 0.27% | 24 |
|
|
2017
Q2 | $511K | Buy |
7,972
+363
| +5% | +$23.3K | 0.31% | 23 |
|
|
2017
Q1 | $483K | Buy |
7,609
+326
| +4% | +$20.7K | 0.35% | 21 |
|
|
2016
Q4 | $429K | Sell |
7,283
-650
| -8% | -$38.3K | 0.29% | 24 |
|
|
2016
Q3 | $495K | Buy |
7,933
+200
| +3% | +$12.5K | 0.35% | 20 |
|
|
2016
Q2 | $445K | Sell |
7,733
-150
| -2% | -$8.63K | 0.33% | 25 |
|
|
2016
Q1 | $417K | Sell |
7,883
-531
| -6% | -$28.1K | 0.31% | 26 |
|
|
2015
Q4 | $444K | Sell |
8,414
-2,503
| -23% | -$132K | 0.35% | 24 |
|
|
2015
Q3 | $539K | Sell |
10,917
-750
| -6% | -$37K | 0.45% | 20 |
|
|
2015
Q2 | $664K | Buy |
11,667
+1,835
| +19% | +$104K | 0.52% | 20 |
|
|
2015
Q1 | $565K | Sell |
9,832
-2,514
| -20% | -$144K | 0.46% | 19 |
|
|
2014
Q4 | $701K | Buy |
+12,346
| New | +$701K | 0.57% | 21 |
|