VisionPoint Advisory Group’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
+3,055
New +$242K 0.05% 310
2025
Q1
Sell
-2,843
Closed -$282K 270
2024
Q4
$282K Sell
2,843
-2,065
-42% -$205K 0.1% 151
2024
Q3
$557K Buy
4,908
+443
+10% +$50.3K 0.19% 105
2024
Q2
$553K Sell
4,465
-7,579
-63% -$938K 0.2% 103
2024
Q1
$1.59M Sell
12,044
-7,154
-37% -$944K 0.57% 45
2023
Q4
$2.09M Buy
19,198
+717
+4% +$78.2K 0.77% 34
2023
Q3
$1.9M Buy
18,481
+3,049
+20% +$314K 0.82% 30
2023
Q2
$1.78M Sell
15,432
-9,154
-37% -$1.06M 0.73% 41
2023
Q1
$2.89M Sell
24,586
-24,450
-50% -$2.87M 1.27% 18
2022
Q4
$5.37M Sell
49,036
-6,843
-12% -$750K 2.22% 12
2022
Q3
$4.81M Sell
55,879
-2,697
-5% -$232K 2.31% 16
2022
Q2
$5.21M Sell
58,576
-3,176
-5% -$282K 2.06% 17
2022
Q1
$5.61M Buy
61,752
+241
+0.4% +$21.9K 2.6% 15
2021
Q4
$4.83M Buy
61,511
+2,656
+5% +$209K 2.11% 18
2021
Q3
$4.8M Buy
+58,855
New +$4.8M 2.14% 17
2021
Q2
Sell
-3,372
Closed -$248K 105
2021
Q1
$248K Sell
3,372
-3,550
-51% -$261K 0.12% 104
2020
Q4
$540K Sell
6,922
-24,683
-78% -$1.93M 0.27% 76
2020
Q3
$2.5M Sell
31,605
-8,217
-21% -$650K 1.08% 15
2020
Q2
$2.93M Buy
39,822
+3,845
+11% +$283K 1.19% 19
2020
Q1
$2.64M Buy
+35,977
New +$2.64M 1.24% 16