Suncoast Equity Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,953
Closed -$1.98M 84
2024
Q4
$1.98M Sell
19,953
-22
-0.1% -$2.19K 0.22% 32
2024
Q3
$2.27M Sell
19,975
-162,380
-89% -$18.4M 0.26% 32
2024
Q2
$22.6M Buy
182,355
+4,474
+3% +$554K 2.5% 18
2024
Q1
$23.5M Buy
177,881
+12,388
+7% +$1.63M 2.75% 17
2023
Q4
$18M Buy
165,493
+1,886
+1% +$206K 2.38% 17
2023
Q3
$16.8M Buy
163,607
+4,252
+3% +$438K 2.55% 19
2023
Q2
$18.4M Buy
159,355
+1,784
+1% +$206K 2.76% 16
2023
Q1
$16.8M Sell
157,571
-107,225
-40% -$11.4M 2.82% 17
2022
Q4
$29.4M Sell
264,796
-7,618
-3% -$845K 5.39% 6
2022
Q3
$23.5M Sell
272,414
-18,507
-6% -$1.59M 4.59% 9
2022
Q2
$26.5M Sell
290,921
-528
-0.2% -$48.1K 4.69% 8
2022
Q1
$23.9M Sell
291,449
-15,772
-5% -$1.29M 3.54% 12
2021
Q4
$23.5M Buy
307,221
+147,943
+93% +$11.3M 2.98% 15
2021
Q3
$12M Sell
159,278
-8,399
-5% -$631K 1.67% 20
2021
Q2
$13M Sell
167,677
-6,993
-4% -$544K 1.7% 20
2021
Q1
$12.8M Buy
174,670
+4,538
+3% +$334K 1.89% 20
2020
Q4
$13.3M Buy
170,132
+6,319
+4% +$493K 2.07% 19
2020
Q3
$13M Buy
+163,813
New +$13M 2.28% 19