SVB Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.74M | Sell |
47,708
-2,770
| -5% | -$320K | 0.38% | 60 |
|
|
2025
Q4 | $5.31M | Sell |
50,478
-12,631
| -20% | -$1.19M | 0.31% | 67 |
|
|
2025
Q3 | $5.3M | Buy |
63,109
+8,023
| +15% | +$661K | 0.29% | 71 |
|
|
2025
Q2 | $4.36M | Sell |
55,086
-37,097
| -40% | -$2.95M | 0.23% | 87 |
|
|
2025
Q1 | $8.27M | Sell |
92,183
-14,953
| -14% | -$1.4M | 0.34% | 41 |
|
|
2024
Q4 | $10.7M | Buy |
+107,136
| New | +$11M | 0.2% | 78 |
|
|
2024
Q3 | – | Sell |
-115,158
| Closed | -$14.3M | – | 382 |
|
|
2024
Q2 | $14.3M | Sell |
115,158
-7,028
| -6% | -$905K | 0.35% | 65 |
|
|
2024
Q1 | $16.1M | Sell |
122,186
-5,110
| -4% | -$630K | 0.36% | 71 |
|
|
2023
Q4 | $13.9M | Sell |
127,296
-12,226
| -9% | -$1.27M | 0.34% | 76 |
|
|
2023
Q3 | $14.4M | Sell |
139,522
-10,552
| -7% | -$1.14M | 0.32% | 79 |
|
|
2023
Q2 | $17.3M | Sell |
150,074
-44,877
| -23% | -$5.1M | 0.31% | 71 |
|
|
2023
Q1 | $20.7M | Sell |
194,951
-303,501
| -61% | -$32.8M | 0.29% | 67 |
|
|
2022
Q4 | $55.3M | Sell |
498,452
-29,977
| -6% | -$3.06M | 0.75% | 23 |
|
|
2022
Q3 | $45.5M | Buy |
528,429
+28,757
| +6% | +$2.57M | 0.66% | 25 |
|
|
2022
Q2 | $45.6M | Buy |
499,672
+2,037
| +0.4% | +$181K | 0.7% | 25 |
|
|
2022
Q1 | $40.8M | Buy |
497,635
+20,568
| +4% | +$1.62M | 0.55% | 28 |
|
|
2021
Q4 | $36.6M | Sell |
477,067
-1,068
| -0.2% | -$85.1K | 0.6% | 31 |
|
|
2021
Q3 | $35.9M | Sell |
478,135
-6,368
| -1% | -$484K | 0.46% | 33 |
|
|
2021
Q2 | $37.7M | Sell |
484,503
-18,196
| -4% | -$1.35M | 0.48% | 31 |
|
|
2021
Q1 | $37M | Buy |
502,699
+608
| +0.1% | +$44.8K | 0.52% | 30 |
|
|
2020
Q4 | $39.2M | Sell |
502,091
-10,308
| -2% | -$788K | 0.58% | 27 |
|
|
2020
Q3 | $40.6M | Sell |
512,399
-57,816
| -10% | -$4.53M | 0.67% | 23 |
|
|
2020
Q2 | $42.1M | Buy |
570,215
+15,750
| +3% | +$1.19M | 0.78% | 20 |
|
|
2020
Q1 | $40.7M | Buy |
554,465
+9,368
| +2% | +$736K | 0.99% | 16 |
|
|
2019
Q4 | $47.3M | Buy |
545,097
+8,726
| +2% | +$717K | 0.86% | 17 |
|
|
2019
Q3 | $43.1M | Sell |
536,371
-9,885
| -2% | -$792K | 0.86% | 17 |
|
|
2019
Q2 | $43.7M | Sell |
546,256
-29,055
| -5% | -$2.22M | 1.47% | 12 |
|
|
2019
Q1 | $45.7M | Sell |
575,311
-19,034
| -3% | -$1.42M | 1.8% | 11 |
|
|
2018
Q4 | $43.3M | Sell |
594,345
-16,840
| -3% | -$1.19M | 1.85% | 9 |
|
|
2018
Q3 | $41.4M | Buy |
611,185
+6,122
| +1% | +$390K | 1.46% | 10 |
|
|
2018
Q2 | $35M | Sell |
605,063
-28,422
| -4% | -$1.6M | 1.34% | 12 |
|
|
2018
Q1 | $32.9M | Sell |
633,485
-2,347
| -0.4% | -$127K | 1.26% | 14 |
|
|
2017
Q4 | $34.1M | Sell |
635,832
-42,822
| -6% | -$2.37M | 1.28% | 13 |
|
|
2017
Q3 | $41.5M | Buy |
678,654
+610
| +0.1% | +$37K | 1.59% | 5 |
|
|
2017
Q2 | $41.5M | Sell |
678,044
-10,485
| -2% | -$638K | 1.63% | 6 |
|
|
2017
Q1 | $41.7M | Sell |
688,529
-3,997
| -0.6% | -$242K | 1.66% | 5 |
|
|
2016
Q4 | $38.9M | Sell |
692,526
-1,806
| -0.3% | -$106K | 1.61% | 6 |
|
|
2016
Q3 | $41.3M | Sell |
694,332
-7,245
| -1% | -$424K | 1.68% | 5 |
|
|
2016
Q2 | $38.6M | Sell |
701,577
-10,229
| -1% | -$544K | 1.57% | 6 |
|
|
2016
Q1 | $35.9M | Sell |
711,806
-4,947
| -0.7% | -$242K | 1.46% | 8 |
|
|
2015
Q4 | $36.1M | Buy |
716,753
+3,889
| +0.5% | +$196K | 1.43% | 7 |
|
|
2015
Q3 | $33.6M | Buy |
712,864
+355
| +0% | +$18.9K | 1.3% | 12 |
|
|
2015
Q2 | $38.7M | Sell |
712,509
-10,396
| -1% | -$583K | 1.28% | 12 |
|
|
2015
Q1 | $39.6M | Buy |
722,905
+5,260
| +0.7% | +$298K | 1.28% | 13 |
|
|
2014
Q4 | $38.9M | Buy |
+717,645
| New | +$40M | 1.26% | 14 |
|
Other funds holding MRK
VCM
VPM
