The Family Firm’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,620
| Closed | -$594K | – | 163 |
|
|
2025
Q1 | $594K | Sell |
6,620
-75
| -1% | -$6.73K | 0.13% | 103 |
|
|
2024
Q4 | $666K | Sell |
6,695
-58
| -0.9% | -$5.77K | 0.15% | 93 |
|
|
2024
Q3 | $767K | Buy |
6,753
+113
| +2% | +$12.8K | 0.17% | 87 |
|
|
2024
Q2 | $822K | Buy |
6,640
+25
| +0.4% | +$3.1K | 0.18% | 83 |
|
|
2024
Q1 | $873K | Buy |
6,615
+34
| +0.5% | +$4.49K | 0.21% | 82 |
|
|
2023
Q4 | $717K | Buy |
6,581
+36
| +0.6% | +$3.93K | 0.19% | 88 |
|
|
2023
Q3 | $674K | Buy |
6,545
+35
| +0.5% | +$3.6K | 0.19% | 89 |
|
|
2023
Q2 | $751K | Buy |
6,510
+33
| +0.5% | +$3.81K | 0.2% | 85 |
|
|
2023
Q1 | $689K | Buy |
6,477
+32
| +0.5% | +$3.41K | 0.19% | 86 |
|
|
2022
Q4 | $715K | Buy |
6,445
+128
| +2% | +$14.2K | 0.21% | 83 |
|
|
2022
Q3 | $544K | Sell |
6,317
-3,960
| -39% | -$341K | 0.17% | 92 |
|
|
2022
Q2 | $937K | Buy |
10,277
+120
| +1% | +$10.9K | 0.28% | 70 |
|
|
2022
Q1 | $833K | Buy |
10,157
+14
| +0.1% | +$1.15K | 0.22% | 78 |
|
|
2021
Q4 | $777K | Hold |
10,143
| – | – | 0.2% | 79 |
|
|
2021
Q3 | $822K | Buy |
10,143
+361
| +4% | +$29.3K | 0.22% | 76 |
|
|
2021
Q2 | $761K | Sell |
9,782
-449
| -4% | -$34.9K | 0.21% | 77 |
|
|
2021
Q1 | $753K | Hold |
10,231
| – | – | 0.22% | 72 |
|
|
2020
Q4 | $814K | Buy |
10,231
+535
| +6% | +$42.6K | 0.24% | 71 |
|
|
2020
Q3 | $767K | Sell |
9,696
-587
| -6% | -$46.4K | 0.27% | 65 |
|
|
2020
Q2 | $759K | Buy |
10,283
+8
| +0.1% | +$590 | 0.28% | 62 |
|
|
2020
Q1 | $754K | Sell |
10,275
-433
| -4% | -$31.8K | 0.32% | 58 |
|
|
2019
Q4 | $929K | Sell |
10,708
-4,132
| -28% | -$358K | 0.31% | 58 |
|
|
2019
Q3 | $1.19M | Buy |
14,840
+8
| +0.1% | +$643 | 0.42% | 49 |
|
|
2019
Q2 | $1.19M | Buy |
14,832
+8
| +0.1% | +$640 | 0.42% | 48 |
|
|
2019
Q1 | $1.18M | Buy |
14,824
+8
| +0.1% | +$635 | 0.43% | 49 |
|
|
2018
Q4 | $1.08M | Buy |
14,816
+9
| +0.1% | +$656 | 0.43% | 46 |
|
|
2018
Q3 | $1M | Sell |
14,807
-249
| -2% | -$16.9K | 0.36% | 53 |
|
|
2018
Q2 | $872K | Sell |
15,056
-91
| -0.6% | -$5.27K | 0.33% | 54 |
|
|
2018
Q1 | $787K | Buy |
15,147
+68
| +0.5% | +$3.53K | 0.31% | 56 |
|
|
2017
Q4 | $810K | Sell |
15,079
-553
| -4% | -$29.7K | 0.32% | 54 |
|
|
2017
Q3 | $955K | Sell |
15,632
-42
| -0.3% | -$2.57K | 0.4% | 48 |
|
|
2017
Q2 | $959K | Buy |
15,674
+1,877
| +14% | +$115K | 0.42% | 44 |
|
|
2017
Q1 | $837K | Buy |
13,797
+81
| +0.6% | +$4.91K | 0.4% | 46 |
|
|
2016
Q4 | $771K | Buy |
13,716
+11
| +0.1% | +$618 | 0.36% | 49 |
|
|
2016
Q3 | $816K | Buy |
13,705
+72
| +0.5% | +$4.29K | 0.39% | 49 |
|
|
2016
Q2 | $749K | Buy |
13,633
+13
| +0.1% | +$714 | 0.37% | 47 |
|
|
2016
Q1 | $688K | Buy |
13,620
+325
| +2% | +$16.4K | 0.35% | 52 |
|
|
2015
Q4 | $670K | Sell |
13,295
-317
| -2% | -$16K | 0.36% | 51 |
|
|
2015
Q3 | $642K | Buy |
13,612
+6
| +0% | +$283 | 0.35% | 51 |
|
|
2015
Q2 | $739K | Buy |
13,606
+2,713
| +25% | +$147K | 0.38% | 43 |
|
|
2015
Q1 | $597K | Buy |
10,893
+120
| +1% | +$6.58K | 0.3% | 50 |
|
|
2014
Q4 | $584K | Buy |
+10,773
| New | +$584K | 0.3% | 51 |
|