Summit Financial Strategies’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $537K | Hold |
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|
2024
Q3 | $613K | Hold |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $632K | Hold |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $711K | Buy |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $777K | Sell |
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|
2022
Q3 | $864K | Buy |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $473K | Hold |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $461K | Sell |
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|
2021
Q1 | $439K | Sell |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $447K | Sell |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $621K | Buy |
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|
2019
Q3 | $545K | Buy |
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|
2019
Q2 | $542K | Sell |
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|
2019
Q1 | $541K | Sell |
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|
2018
Q4 | $504K | Buy |
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|
2018
Q3 | $462K | Sell |
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|
2018
Q2 | $401K | Buy |
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|
2018
Q1 | $349K | Buy |
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|
2017
Q4 | $352K | Sell |
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|
2017
Q3 | $468K | Sell |
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|
2017
Q2 | $511K | Buy |
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|
2017
Q1 | $483K | Buy |
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|
2016
Q4 | $429K | Sell |
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|
2016
Q3 | $495K | Buy |
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|
2016
Q2 | $445K | Sell |
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|
2016
Q1 | $417K | Sell |
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|
2015
Q4 | $444K | Sell |
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|
2015
Q3 | $539K | Sell |
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|
2015
Q2 | $664K | Buy |
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|
2015
Q1 | $565K | Sell |
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|
2014
Q4 | $701K | Buy |
|