Transform Wealth’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $483K | Sell |
5,324
-30,354
| -85% | -$2.83M | 0.03% | 179 |
|
|
2024
Q4 | $3.58M | Buy |
35,678
+3,039
| +9% | +$313K | 0.2% | 91 |
|
|
2024
Q3 | $3.73M | Buy |
32,639
+16,287
| +100% | +$1.93M | 0.25% | 79 |
|
|
2024
Q2 | $2.04M | Sell |
16,352
-566
| -3% | -$72.9K | 0.15% | 96 |
|
|
2024
Q1 | $2.25M | Sell |
16,918
-21,196
| -56% | -$2.61M | 0.21% | 94 |
|
|
2023
Q4 | $4.18M | Sell |
38,114
-1,327
| -3% | -$138K | 0.41% | 79 |
|
|
2023
Q3 | $4.09M | Sell |
39,441
-28,565
| -42% | -$3.08M | 0.43% | 72 |
|
|
2023
Q2 | $7.9M | Buy |
68,006
+474
| +0.7% | +$53.8K | 0.71% | 45 |
|
|
2023
Q1 | $7.23M | Buy |
67,532
+32,543
| +93% | +$3.51M | 0.68% | 51 |
|
|
2022
Q4 | $3.88M | Buy |
34,989
+32,260
| +1,182% | +$3.3M | 0.44% | 71 |
|
|
2022
Q3 | $236K | Sell |
2,729
-1,520
| -36% | -$136K | 0.03% | 167 |
|
|
2022
Q2 | $389K | Sell |
4,249
-231
| -5% | -$20.5K | 0.06% | 146 |
|
|
2022
Q1 | $368K | Sell |
4,480
-1,131
| -20% | -$89.2K | 0.04% | 182 |
|
|
2021
Q4 | $430K | Sell |
5,611
-837
| -13% | -$66.7K | 0.04% | 165 |
|
|
2021
Q3 | $484K | Sell |
6,448
-745
| -10% | -$56.7K | 0.06% | 161 |
|
|
2021
Q2 | $559K | Sell |
7,193
-7
| -0.1% | -$521 | 0.07% | 161 |
|
|
2021
Q1 | $530K | Buy |
7,200
+657
| +10% | +$48.5K | 0.11% | 151 |
|
|
2020
Q4 | $511K | Buy |
6,543
+83
| +1% | +$6.35K | 0.11% | 147 |
|
|
2020
Q3 | $511K | Sell |
6,460
-420
| -6% | -$32.9K | 0.08% | 145 |
|
|
2020
Q2 | $508K | Buy |
6,880
+77
| +1% | +$5.8K | 0.09% | 149 |
|
|
2020
Q1 | $499K | Buy |
6,803
+73
| +1% | +$5.74K | 0.11% | 143 |
|
|
2019
Q4 | $584K | Buy |
6,730
+164
| +2% | +$13.5K | 0.09% | 152 |
|
|
2019
Q3 | $527K | Sell |
6,566
-5,700
| -46% | -$457K | 0.09% | 144 |
|
|
2019
Q2 | $982K | Buy |
+12,266
| New | +$939K | 0.14% | 135 |
|
|
2018
Q1 | – | Sell |
-23,227
| Closed | -$1.25M | – | 250 |
|
|
2017
Q4 | $1.25M | Buy |
23,227
+653
| +3% | +$36.2K | 0.23% | 137 |
|
|
2017
Q3 | $1.38M | Buy |
+22,574
| New | +$1.37M | 0.48% | 72 |
|
|
2017
Q2 | – | Sell |
-20,601
| Closed | -$1.25M | – | 115 |
|
|
2017
Q1 | $1.25M | Buy |
20,601
+225
| +1% | +$13.7K | 0.47% | 65 |
|
|
2016
Q4 | $1.15M | Buy |
20,376
+2,005
| +11% | +$117K | 0.45% | 70 |
|
|
2016
Q3 | $1.09M | Sell |
18,371
-807
| -4% | -$47.2K | 0.47% | 72 |
|
|
2016
Q2 | $1.05M | Buy |
+19,178
| New | +$1.02M | 0.44% | 76 |
|
Other funds holding MRK
Transform Wealth's MRK Position: Q1 2025 in Review
Transform Wealth reduced its Merck (MRK) stake by 85% in Q1 2025, selling an estimated $2.83M and leaving 5,324 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #179.
Transform Wealth first reported a position in MRK in Q2 2016 and has held it in 30 quarters since. The position peaked at $7.9M in Q2 2023. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.
- Transform Wealth held 5,324 shares of Merck worth $483K as of Q1 2025.
- Transform Wealth sold 30,354 Merck shares in Q1 2025, an estimated $2.83M.
- Merck made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #179 holding.
- Transform Wealth first reported a position in Merck in Q2 2016 and has held it in 30 quarters since.
- Transform Wealth's Merck position peaked at $7.9M in Q2 2023.
- 3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.