Winthrop Advisory Group’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $903K | Sell |
7,451
-1,026
| -12% | -$118K | 0.07% | 80 |
|
|
2025
Q4 | $901K | Sell |
8,477
-48
| -0.6% | -$4.51K | 0.08% | 74 |
|
|
2025
Q3 | $722K | Sell |
8,525
-227
| -3% | -$18.7K | 0.06% | 83 |
|
|
2025
Q2 | $700K | Buy |
8,752
+453
| +5% | +$36K | 0.07% | 82 |
|
|
2025
Q1 | $752K | Sell |
8,299
-633
| -7% | -$59.1K | 0.09% | 69 |
|
|
2024
Q4 | $889K | Buy |
8,932
+522
| +6% | +$53.8K | 0.11% | 66 |
|
|
2024
Q3 | $961K | Sell |
8,410
-172
| -2% | -$20.4K | 0.12% | 59 |
|
|
2024
Q2 | $1.06M | Buy |
8,582
+850
| +11% | +$109K | 0.14% | 54 |
|
|
2024
Q1 | $1.03M | Sell |
7,732
-913
| -11% | -$113K | 0.15% | 55 |
|
|
2023
Q4 | $943K | Sell |
8,645
-283
| -3% | -$29.4K | 0.15% | 56 |
|
|
2023
Q3 | $926K | Sell |
8,928
-1,066
| -11% | -$115K | 0.15% | 53 |
|
|
2023
Q2 | $1.16M | Buy |
9,994
+66
| +0.7% | +$7.49K | 0.19% | 50 |
|
|
2023
Q1 | $1.06M | Sell |
9,928
-776
| -7% | -$83.8K | 0.19% | 50 |
|
|
2022
Q4 | $1.2M | Buy |
10,704
+2,689
| +34% | +$275K | 0.23% | 44 |
|
|
2022
Q3 | $696K | Sell |
8,015
-42
| -0.5% | -$3.75K | 0.15% | 50 |
|
|
2022
Q2 | $740K | Buy |
8,057
+778
| +11% | +$69K | 0.17% | 49 |
|
|
2022
Q1 | $602K | Buy |
7,279
+894
| +14% | +$70.5K | 0.13% | 59 |
|
|
2021
Q4 | $494K | Buy |
6,385
+333
| +6% | +$26.5K | 0.1% | 68 |
|
|
2021
Q3 | $458K | Buy |
6,052
+226
| +4% | +$17.2K | 0.1% | 63 |
|
|
2021
Q2 | $453K | Sell |
5,826
-1,175
| -17% | -$87.4K | 0.1% | 63 |
|
|
2021
Q1 | $515K | Sell |
7,001
-157
| -2% | -$11.6K | 0.13% | 58 |
|
|
2020
Q4 | $559K | Buy |
7,158
+654
| +10% | +$50K | 0.15% | 56 |
|
|
2020
Q3 | $514K | Buy |
6,504
+79
| +1% | +$6.19K | 0.16% | 52 |
|
|
2020
Q2 | $479K | Buy |
6,425
+741
| +13% | +$55.8K | 0.17% | 45 |
|
|
2020
Q1 | $417K | Buy |
5,684
+7
| +0.1% | +$550 | 0.17% | 46 |
|
|
2019
Q4 | $493K | Sell |
5,677
-241
| -4% | -$19.8K | 0.18% | 52 |
|
|
2019
Q3 | $475K | Buy |
5,918
+756
| +15% | +$60.6K | 0.19% | 50 |
|
|
2019
Q2 | $413K | Buy |
5,162
+1,008
| +24% | +$77.2K | 0.17% | 52 |
|
|
2019
Q1 | $331K | Buy |
4,154
+483
| +13% | +$36.1K | 0.15% | 63 |
|
|
2018
Q4 | $268K | Sell |
3,671
-119
| -3% | -$8.4K | 0.14% | 64 |
|
|
2018
Q3 | $257K | Buy |
+3,790
| New | +$241K | 0.14% | 71 |
|
Other funds holding MRK
VCM
VPM
