V Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $695K | Sell |
6,755
-13,248
| -66% | -$1.43M | 0.56% | 37 |
|
|
2023
Q2 | $2.31M | Sell |
20,003
-340
| -2% | -$38.6K | 0.38% | 51 |
|
|
2023
Q1 | $2.16M | Buy |
20,343
+166
| +0.8% | +$17.9K | 0.41% | 52 |
|
|
2022
Q4 | $2.24M | Sell |
20,177
-14,084
| -41% | -$1.44M | 0.46% | 42 |
|
|
2022
Q3 | $2.95M | Buy |
34,261
+8,494
| +33% | +$758K | 0.59% | 27 |
|
|
2022
Q2 | $2.35M | Buy |
25,767
+2,375
| +10% | +$211K | 0.44% | 40 |
|
|
2022
Q1 | $1.92M | Buy |
23,392
+1,117
| +5% | +$88.1K | 0.31% | 69 |
|
|
2021
Q4 | $1.71M | Sell |
22,275
-7,983
| -26% | -$636K | 0.25% | 85 |
|
|
2021
Q3 | $2.27M | Buy |
30,258
+1,218
| +4% | +$92.6K | 0.35% | 60 |
|
|
2021
Q2 | $2.26M | Buy |
29,040
+1,215
| +4% | +$90.4K | 0.36% | 64 |
|
|
2021
Q1 | $2.05M | Buy |
27,825
+3,392
| +14% | +$250K | 0.38% | 63 |
|
|
2020
Q4 | $1.91M | Buy |
24,433
+13,139
| +116% | +$1M | 0.39% | 55 |
|
|
2020
Q3 | $894K | Sell |
11,294
-9,190
| -45% | -$720K | 0.62% | 38 |
|
|
2020
Q2 | $1.51M | Buy |
20,484
+2,923
| +17% | +$220K | 0.39% | 63 |
|
|
2020
Q1 | $1.29M | Buy |
17,561
+8,452
| +93% | +$664K | 0.4% | 56 |
|
|
2019
Q4 | $732K | Hold |
9,109
| – | – | 0.26% | 103 |
|
|
2019
Q3 | $732K | Buy |
9,109
+311
| +4% | +$24.9K | 0.26% | 103 |
|
|
2019
Q2 | $699K | Buy |
8,798
+2,185
| +33% | +$167K | 0.27% | 98 |
|
|
2019
Q1 | $472K | Buy |
6,613
+907
| +16% | +$67.8K | 0.19% | 131 |
|
|
2018
Q4 | $413K | Sell |
5,706
-82
| -1% | -$5.79K | 0.21% | 120 |
|
|
2018
Q3 | $390K | Buy |
5,788
+28
| +0.5% | +$1.78K | 0.18% | 140 |
|
|
2018
Q2 | $341K | Buy |
5,760
+155
| +3% | +$8.74K | 0.19% | 131 |
|
|
2018
Q1 | $287K | Buy |
5,605
+47
| +0.8% | +$2.54K | 0.15% | 153 |
|
|
2017
Q4 | $328K | Buy |
5,558
+1,127
| +25% | +$62.5K | 0.17% | 141 |
|
|
2017
Q3 | $271K | Buy |
4,431
+2
| +0% | +$121 | 0.14% | 147 |
|
|
2017
Q2 | $271K | Sell |
4,429
-2,498
| -36% | -$152K | 0.13% | 148 |
|
|
2017
Q1 | $421K | Buy |
6,927
+2,974
| +75% | +$180K | 0.26% | 107 |
|
|
2016
Q4 | $222K | Sell |
3,953
-1,657
| -30% | -$97K | 0.16% | 152 |
|
|
2016
Q3 | $335K | Buy |
5,610
+36
| +0.6% | +$2.1K | 0.27% | 110 |
|
|
2016
Q2 | $307K | Buy |
5,574
+1,179
| +27% | +$62.7K | 0.25% | 114 |
|
|
2016
Q1 | $224K | Buy |
+4,395
| New | +$215K | 0.18% | 131 |
|
Other funds holding MRK
V Wealth Advisors's MRK Position: Q3 2023 in Review
V Wealth Advisors reduced its Merck (MRK) stake by 66% in Q3 2023, selling an estimated $1.43M and leaving 6,755 shares worth $695K. The position accounts for 0.56% of the portfolio, ranked #37.
V Wealth Advisors first reported a position in MRK in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.95M in Q3 2022. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.
- V Wealth Advisors held 6,755 shares of Merck worth $695K as of Q3 2023.
- V Wealth Advisors sold 13,248 Merck shares in Q3 2023, an estimated $1.43M.
- Merck made up 0.56% of V Wealth Advisors's portfolio in Q3 2023, its #37 holding.
- V Wealth Advisors first reported a position in Merck in Q1 2016 and has held it in 31 quarters since.
- V Wealth Advisors's Merck position peaked at $2.95M in Q3 2022.
- 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.