Valmark Advisers’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
26,670
-305
| -1% | -$24.1K | 0.03% | 215 |
|
|
2025
Q1 | $2.42M | Sell |
26,975
-356
| -1% | -$32K | 0.04% | 182 |
|
|
2024
Q4 | $2.72M | Buy |
27,331
+2,760
| +11% | +$275K | 0.04% | 161 |
|
|
2024
Q3 | $2.79M | Buy |
24,571
+425
| +2% | +$48.3K | 0.04% | 151 |
|
|
2024
Q2 | $2.99M | Buy |
24,146
+518
| +2% | +$64.1K | 0.05% | 134 |
|
|
2024
Q1 | $3.12M | Buy |
23,628
+986
| +4% | +$130K | 0.05% | 127 |
|
|
2023
Q4 | $2.47M | Buy |
22,642
+26
| +0.1% | +$2.84K | 0.05% | 139 |
|
|
2023
Q3 | $2.33M | Sell |
22,616
-397
| -2% | -$40.9K | 0.05% | 130 |
|
|
2023
Q2 | $2.66M | Buy |
23,013
+151
| +0.7% | +$17.4K | 0.05% | 121 |
|
|
2023
Q1 | $2.43M | Buy |
22,862
+250
| +1% | +$26.6K | 0.05% | 124 |
|
|
2022
Q4 | $2.51M | Buy |
22,612
+1,248
| +6% | +$138K | 0.06% | 122 |
|
|
2022
Q3 | $1.84M | Sell |
21,364
-100
| -0.5% | -$8.61K | 0.04% | 123 |
|
|
2022
Q2 | $1.96M | Buy |
21,464
+1,749
| +9% | +$159K | 0.04% | 118 |
|
|
2022
Q1 | $1.62M | Sell |
19,715
-875
| -4% | -$71.8K | 0.03% | 145 |
|
|
2021
Q4 | $1.58M | Buy |
20,590
+1,012
| +5% | +$77.6K | 0.03% | 142 |
|
|
2021
Q3 | $1.47M | Sell |
19,578
-399
| -2% | -$30K | 0.03% | 138 |
|
|
2021
Q2 | $1.55M | Sell |
19,977
-639
| -3% | -$49.7K | 0.03% | 138 |
|
|
2021
Q1 | $1.52M | Buy |
20,616
+1,859
| +10% | +$137K | 0.03% | 139 |
|
|
2020
Q4 | $1.46M | Buy |
18,757
+9,953
| +113% | +$777K | 0.03% | 129 |
|
|
2020
Q3 | $697K | Buy |
8,804
+214
| +2% | +$16.9K | 0.02% | 157 |
|
|
2020
Q2 | $634K | Sell |
8,590
-462
| -5% | -$34.1K | 0.01% | 150 |
|
|
2020
Q1 | $665K | Buy |
9,052
+160
| +2% | +$11.8K | 0.02% | 127 |
|
|
2019
Q4 | $772K | Sell |
8,892
-318
| -3% | -$27.6K | 0.02% | 114 |
|
|
2019
Q3 | $740K | Buy |
9,210
+169
| +2% | +$13.6K | 0.02% | 121 |
|
|
2019
Q2 | $723K | Sell |
9,041
-283
| -3% | -$22.6K | 0.02% | 113 |
|
|
2019
Q1 | $740K | Sell |
9,324
-304
| -3% | -$24.1K | 0.02% | 112 |
|
|
2018
Q4 | $702K | Buy |
9,628
+35
| +0.4% | +$2.55K | 0.02% | 103 |
|
|
2018
Q3 | $649K | Buy |
9,593
+3
| +0% | +$203 | 0.01% | 110 |
|
|
2018
Q2 | $555K | Sell |
9,590
-171
| -2% | -$9.9K | 0.01% | 115 |
|
|
2018
Q1 | $507K | Sell |
9,761
-586
| -6% | -$30.4K | 0.01% | 113 |
|
|
2017
Q4 | $556K | Buy |
+10,347
| New | +$556K | 0.01% | 111 |
|