Valeo Financial Advisors’s Merck MRK Stock Holding History

Valeo Financial Advisors’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.28M	Sell	66,763 -19,477	-23%	-$1.54M	0.13%	86
2025 Q1	$6.06M	Sell	86,240 -2,483	-3%	-$174K	0.17%	66
2024 Q4	$6.96M	Sell	88,723 -3,096	-3%	-$243K	0.19%	57
2024 Q3	$8.29M	Sell	91,819 -4,076	-4%	-$368K	0.24%	53
2024 Q2	$9.55M	Buy	95,895 +1,620	+2%	+$161K	0.3%	42
2024 Q1	$9.59M	Sell	94,275 -785	-0.8%	-$79.8K	0.34%	38
2023 Q4	$8.32M	Sell	95,060 -1,533	-2%	-$134K	0.34%	38
2023 Q3	$8.01M	Buy	96,593 +1,191	+1%	+$98.8K	0.37%	38
2023 Q2	$8.84M	Buy	95,402 +6,203	+7%	+$575K	0.4%	32
2023 Q1	$7.49M	Buy	89,199 +4,550	+5%	+$382K	0.36%	39
2022 Q4	$7.31M	Sell	84,649 -1,863	-2%	-$161K	0.4%	35
2022 Q3	$5.84M	Buy	86,512 +5,756	+7%	+$388K	0.37%	38
2022 Q2	$5.65M	Sell	80,756 -3,728	-4%	-$261K	0.35%	44
2022 Q1	$5.4M	Buy	84,484 +7,986	+10%	+$510K	0.27%	57
2021 Q4	$4.43M	Sell	76,498 -3,576	-4%	-$207K	0.24%	63
2021 Q3	$4.61M	Buy	80,074 +10,734	+15%	+$618K	0.26%	57
2021 Q2	$3.94M	Buy	69,340 +2,832	+4%	+$161K	0.24%	64
2021 Q1	$3.45M	Buy	66,508 +6,504	+11%	+$337K	0.16%	75
2020 Q4	$3.15M	Buy	60,004 +31,933	+114%	+$1.68M	0.16%	73
2020 Q3	$2.22M	Buy	28,071 +5,891	+27%	+$466K	0.19%	76
2020 Q2	$1.64M	Buy	22,180 +4,444	+25%	+$328K	0.15%	92
2020 Q1	$1.39M	Buy	17,736 +3,208	+22%	+$252K	0.15%	95
2019 Q4	$1.26M	Buy	14,528 +402	+3%	+$34.9K	0.12%	114
2019 Q3	$1.14M	Sell	14,126 -405	-3%	-$32.5K	0.13%	112
2019 Q2	$1.16M	Buy	14,531 +2,260	+18%	+$181K	0.13%	116
2019 Q1	$974K	Sell	12,271 -3,538	-22%	-$281K	0.12%	126
2018 Q4	$1.15M	Sell	15,809 -9,022	-36%	-$658K	0.16%	101
2018 Q3	$1.74M	Sell	24,831 -686	-3%	-$48.2K	0.24%	70
2018 Q2	$1.62M	Buy	25,517 +2,009	+9%	+$128K	0.23%	76
2018 Q1	$1.22M	Sell	23,508 -14,342	-38%	-$746K	0.2%	88
2017 Q4	$2.03M	Buy	37,850 +10,428	+38%	+$560K	0.33%	62
2017 Q3	$1.68M	Buy	+27,422	New	+$1.68M	0.38%	57