West Oak Capital’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.9K | Sell |
24,857
-550
| -2% | -$45.3K | 0.83% | 45 |
|
|
2025
Q2 | $20.1K | Buy |
25,407
+5,240
| +26% | +$417K | 0.79% | 45 |
|
|
2025
Q1 | $18.1K | Buy |
20,167
+75
| +0.4% | +$7K | 0.7% | 46 |
|
|
2024
Q4 | $20M | Buy |
20,092
+315
| +2% | +$32.5K | 0.71% | 40 |
|
|
2024
Q3 | $22.5K | Buy |
19,777
+369
| +2% | +$43.8K | 0.42% | 38 |
|
|
2024
Q2 | $2.4M | Sell |
19,408
-45
| -0.2% | -$5.8K | 0.97% | 30 |
|
|
2024
Q1 | $2.57M | Buy |
19,453
+220
| +1% | +$27.1K | 1.09% | 25 |
|
|
2023
Q4 | $2.28M | Sell |
19,233
-570
| -3% | -$59.2K | 1.07% | 28 |
|
|
2023
Q3 | $2.04M | Sell |
19,803
-75
| -0.4% | -$8.08K | 1.01% | 30 |
|
|
2023
Q2 | $2.29M | Sell |
19,878
-70
| -0.4% | -$7.95K | 1.11% | 29 |
|
|
2023
Q1 | $2.12M | Sell |
19,948
-1,845
| -8% | -$199K | 1.08% | 31 |
|
|
2022
Q4 | $2.42M | Sell |
21,793
-1,045
| -5% | -$107K | 1.26% | 23 |
|
|
2022
Q3 | $1.97M | Sell |
22,838
-940
| -4% | -$83.9K | 1.07% | 36 |
|
|
2022
Q2 | $2.17M | Sell |
23,778
-282
| -1% | -$25K | 1.14% | 31 |
|
|
2022
Q1 | $1.97M | Buy |
24,060
+1,645
| +7% | +$130K | 0.89% | 45 |
|
|
2021
Q4 | $1.72M | Sell |
22,415
-2,715
| -11% | -$216K | 0.63% | 52 |
|
|
2021
Q3 | $1.89M | Buy |
25,130
+660
| +3% | +$50.2K | 0.73% | 50 |
|
|
2021
Q2 | $1.9M | Sell |
24,470
-168
| -0.7% | -$12.5K | 0.75% | 54 |
|
|
2021
Q1 | $1.81M | Buy |
24,638
+906
| +4% | +$66.8K | 0.77% | 51 |
|
|
2020
Q4 | $1.85M | Buy |
23,732
+1,614
| +7% | +$123K | 0.86% | 49 |
|
|
2020
Q3 | $1.75M | Sell |
22,118
-2,232
| -9% | -$175K | 0.96% | 42 |
|
|
2020
Q2 | $1.8M | Sell |
24,350
-178
| -0.7% | -$13.4K | 1.02% | 41 |
|
|
2020
Q1 | $1.8M | Buy |
24,528
+822
| +3% | +$64.6K | 1.23% | 28 |
|
|
2019
Q4 | $2.06M | Sell |
23,706
-3,280
| -12% | -$269K | 1.16% | 32 |
|
|
2019
Q3 | $2.17M | Sell |
26,986
-3,521
| -12% | -$282K | 1.28% | 25 |
|
|
2019
Q2 | $2.44M | Buy |
30,507
+131
| +0.4% | +$10K | 1.46% | 17 |
|
|
2019
Q1 | $2.41M | Buy |
30,376
+152
| +0.5% | +$11.4K | 1.51% | 16 |
|
|
2018
Q4 | $2.2M | Buy |
30,224
+157
| +0.5% | +$11.1K | 1.56% | 13 |
|
|
2018
Q3 | $2.04M | Buy |
30,067
+424
| +1% | +$27K | 1.18% | 24 |
|
|
2018
Q2 | $1.72M | Buy |
29,643
+16,176
| +120% | +$913K | 1.05% | 28 |
|
|
2018
Q1 | $700K | Sell |
13,467
-315
| -2% | -$17K | 0.42% | 68 |
|
|
2017
Q4 | $740K | Sell |
13,782
-679
| -5% | -$37.6K | 0.45% | 67 |
|
|
2017
Q3 | $884K | Sell |
14,461
-37
| -0.3% | -$2.24K | 0.52% | 64 |
|
|
2017
Q2 | $887K | Sell |
14,498
-1,964
| -12% | -$120K | 0.54% | 62 |
|
|
2017
Q1 | $998K | Buy |
16,462
+6,351
| +63% | +$385K | 0.61% | 59 |
|
|
2016
Q4 | $568K | Sell |
10,111
-76
| -0.7% | -$4.45K | 0.38% | 73 |
|
|
2016
Q3 | $607K | Sell |
10,187
-3
| -0% | -$175 | 0.42% | 71 |
|
|
2016
Q2 | $560K | Buy |
10,190
+810
| +9% | +$43.1K | 0.4% | 69 |
|
|
2016
Q1 | $474K | Buy |
9,380
+629
| +7% | +$30.8K | 0.36% | 79 |
|
|
2015
Q4 | $441K | Sell |
8,751
-838
| -9% | -$42.3K | 0.34% | 82 |
|
|
2015
Q3 | $452K | Sell |
9,589
-115
| -1% | -$6.11K | 0.36% | 73 |
|
|
2015
Q2 | $527K | Sell |
9,704
-69
| -0.7% | -$3.87K | 0.39% | 69 |
|
|
2015
Q1 | $536K | Buy |
9,773
+502
| +5% | +$28.4K | 0.39% | 72 |
|
|
2014
Q4 | $502K | Buy |
9,271
+337
| +4% | +$18.8K | 0.37% | 75 |
|
|
2014
Q3 | $505K | Sell |
8,934
-419
| -4% | -$23.5K | 0.38% | 71 |
|
|
2014
Q2 | $516K | Sell |
9,353
-210
| -2% | -$11.5K | 0.37% | 71 |
|
|
2014
Q1 | $518K | Sell |
9,563
-367
| -4% | -$19K | 0.38% | 71 |
|
|
2013
Q4 | $474K | Hold |
9,930
| – | – | 0.35% | 74 |
|
|
2013
Q3 | $451K | Buy |
9,930
+4,061
| +69% | +$185K | 0.35% | 74 |
|
|
2013
Q2 | $260K | Buy |
+5,869
| New | +$262K | 0.22% | 83 |
|
Other funds holding MRK
