Transamerica Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
3,278
+1,646
| +101% | +$130K | 0.02% | 207 |
|
|
2025
Q1 | $147K | Sell |
1,632
-24
| -1% | -$2.16K | 0.02% | 243 |
|
|
2024
Q4 | $165K | Buy |
1,656
+1,556
| +1,556% | +$155K | 0.02% | 232 |
|
|
2024
Q3 | $12K | Sell |
100
-6,855
| -99% | -$823K | ﹤0.01% | 331 |
|
|
2024
Q2 | $861K | Hold |
6,955
| – | – | 0.09% | 147 |
|
|
2024
Q1 | $918K | Sell |
6,955
-12,306
| -64% | -$1.62M | 0.09% | 160 |
|
|
2023
Q4 | $2.1M | Sell |
19,261
-5,751
| -23% | -$627K | 0.29% | 51 |
|
|
2023
Q3 | $2.58M | Sell |
25,012
-1,934
| -7% | -$199K | 0.35% | 46 |
|
|
2023
Q2 | $3.11M | Sell |
26,946
-210
| -0.8% | -$24.2K | 0.4% | 45 |
|
|
2023
Q1 | $2.89M | Sell |
27,156
-2,844
| -9% | -$303K | 0.38% | 46 |
|
|
2022
Q4 | $3.33M | Buy |
30,000
+2,200
| +8% | +$244K | 0.47% | 41 |
|
|
2022
Q3 | $2.4M | Buy |
27,800
+1,102
| +4% | +$94.9K | 0.35% | 43 |
|
|
2022
Q2 | $2.44M | Buy |
+26,698
| New | +$2.44M | 0.34% | 41 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$1K | – | 173 |
|
|
2021
Q2 | $1K | Sell |
10
-16
| -62% | -$1.6K | 0.02% | 158 |
|
|
2021
Q1 | $2K | Sell |
26
-5
| -16% | -$385 | 0.05% | 102 |
|
|
2020
Q4 | $3K | Buy |
31
+6
| +24% | +$581 | 0.06% | 60 |
|
|
2020
Q3 | $2K | Sell |
25
-3,263
| -99% | -$261K | 0.04% | 109 |
|
|
2020
Q2 | $243K | Buy |
3,288
+3,274
| +23,386% | +$242K | 0.05% | 147 |
|
|
2020
Q1 | $1K | Hold |
14
| – | – | 0.02% | 106 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | 0.03% | 78 |
|
|
2019
Q3 | $2K | Sell |
14
-2,195
| -99% | -$314K | 0.03% | 77 |
|
|
2019
Q2 | $177K | Buy |
2,209
+2,196
| +16,892% | +$176K | 0.04% | 177 |
|
|
2019
Q1 | $1K | Sell |
13
-1,342
| -99% | -$103K | 0.01% | 91 |
|
|
2018
Q4 | $99K | Buy |
1,355
+516
| +62% | +$37.7K | 0.03% | 179 |
|
|
2018
Q3 | $57K | Buy |
839
+781
| +1,347% | +$53.1K | 0.01% | 226 |
|
|
2018
Q2 | $4K | Sell |
58
-20,536
| -100% | -$1.42M | ﹤0.01% | 284 |
|
|
2018
Q1 | $1.07M | Sell |
20,594
-1,001
| -5% | -$52.1K | 0.16% | 136 |
|
|
2017
Q4 | $1.16M | Buy |
21,595
+6,826
| +46% | +$367K | 0.15% | 143 |
|
|
2017
Q3 | $903K | Sell |
14,769
-326
| -2% | -$19.9K | 0.11% | 149 |
|
|
2017
Q2 | $924K | Sell |
15,095
-108
| -0.7% | -$6.61K | 0.13% | 134 |
|
|
2017
Q1 | $922K | Sell |
15,203
-55
| -0.4% | -$3.34K | 0.11% | 155 |
|
|
2016
Q4 | $858K | Sell |
15,258
-91
| -0.6% | -$5.12K | 0.1% | 150 |
|
|
2016
Q3 | $915K | Buy |
15,349
+1,133
| +8% | +$67.5K | 0.1% | 158 |
|
|
2016
Q2 | $782K | Sell |
14,216
-43,100
| -75% | -$2.37M | 0.08% | 167 |
|
|
2016
Q1 | $2.89M | Buy |
57,316
+4,348
| +8% | +$220K | 0.24% | 91 |
|
|
2015
Q4 | $2.67M | Buy |
52,968
+2,935
| +6% | +$148K | 0.2% | 98 |
|
|
2015
Q3 | $2.36M | Sell |
50,033
-28,282
| -36% | -$1.33M | 0.19% | 97 |
|
|
2015
Q2 | $4.26M | Buy |
78,315
+6,046
| +8% | +$328K | 0.3% | 62 |
|
|
2015
Q1 | $3.96M | Buy |
72,269
+7,175
| +11% | +$394K | 0.28% | 54 |
|
|
2014
Q4 | $3.53M | Sell |
65,094
-2,006
| -3% | -$109K | 0.28% | 47 |
|
|
2014
Q3 | $3.8M | Buy |
67,100
+1,443
| +2% | +$81.6K | 0.34% | 42 |
|
|
2014
Q2 | $3.63M | Buy |
65,657
+5,161
| +9% | +$285K | 0.32% | 50 |
|
|
2014
Q1 | $3.28M | Buy |
60,496
+2,691
| +5% | +$146K | 0.33% | 41 |
|
|
2013
Q4 | $2.76M | Buy |
57,805
+19,767
| +52% | +$944K | 0.3% | 46 |
|
|
2013
Q3 | $1.73M | Buy |
38,038
+36,749
| +2,851% | +$1.67M | 0.22% | 55 |
|
|
2013
Q2 | $58K | Buy |
+1,289
| New | +$58K | 0.01% | 263 |
|