YHB Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Sell |
8,583
-3,678
| -30% | -$291K | 0.05% | 190 |
|
|
2025
Q1 | $1.1M | Sell |
12,261
-1,035
| -8% | -$92.9K | 0.09% | 149 |
|
|
2024
Q4 | $1.32M | Sell |
13,296
-1,400
| -10% | -$139K | 0.11% | 139 |
|
|
2024
Q3 | $1.67M | Buy |
14,696
+3,564
| +32% | +$405K | 0.14% | 133 |
|
|
2024
Q2 | $1.38M | Sell |
11,132
-161
| -1% | -$19.9K | 0.12% | 138 |
|
|
2024
Q1 | $1.49M | Sell |
11,293
-445
| -4% | -$58.7K | 0.13% | 134 |
|
|
2023
Q4 | $1.28M | Sell |
11,738
-38
| -0.3% | -$4.14K | 0.12% | 132 |
|
|
2023
Q3 | $1.21M | Buy |
11,776
+226
| +2% | +$23.3K | 0.11% | 138 |
|
|
2023
Q2 | $1.33M | Sell |
11,550
-503
| -4% | -$58K | 0.12% | 136 |
|
|
2023
Q1 | $1.28M | Sell |
12,053
-89
| -0.7% | -$9.47K | 0.13% | 137 |
|
|
2022
Q4 | $1.35M | Buy |
12,142
+52
| +0.4% | +$5.77K | 0.14% | 127 |
|
|
2022
Q3 | $1.04M | Buy |
12,090
+32
| +0.3% | +$2.76K | 0.12% | 138 |
|
|
2022
Q2 | $1.1M | Sell |
12,058
-137
| -1% | -$12.5K | 0.12% | 139 |
|
|
2022
Q1 | $1M | Sell |
12,195
-482
| -4% | -$39.6K | 0.09% | 160 |
|
|
2021
Q4 | $972K | Buy |
12,677
+81
| +0.6% | +$6.21K | 0.08% | 169 |
|
|
2021
Q3 | $946K | Sell |
12,596
-720
| -5% | -$54.1K | 0.08% | 165 |
|
|
2021
Q2 | $1.04M | Sell |
13,316
-487
| -4% | -$37.9K | 0.09% | 165 |
|
|
2021
Q1 | $1.02M | Buy |
13,803
+62
| +0.5% | +$4.58K | 0.09% | 164 |
|
|
2020
Q4 | $1.07M | Buy |
13,741
+133
| +1% | +$10.4K | 0.1% | 157 |
|
|
2020
Q3 | $1.08M | Sell |
13,608
-3,618
| -21% | -$286K | 0.12% | 150 |
|
|
2020
Q2 | $1.27M | Sell |
17,226
-392
| -2% | -$28.9K | 0.18% | 97 |
|
|
2020
Q1 | $1.29M | Sell |
17,618
-398
| -2% | -$29.2K | 0.22% | 89 |
|
|
2019
Q4 | $1.56M | Sell |
18,016
-1,168
| -6% | -$101K | 0.22% | 91 |
|
|
2019
Q3 | $1.54M | Buy |
19,184
+29
| +0.2% | +$2.33K | 0.24% | 90 |
|
|
2019
Q2 | $1.53M | Sell |
19,155
-142
| -0.7% | -$11.4K | 0.24% | 93 |
|
|
2019
Q1 | $1.53M | Buy |
19,297
+50
| +0.3% | +$3.97K | 0.24% | 98 |
|
|
2018
Q4 | $1.4M | Buy |
19,247
+3,346
| +21% | +$244K | 0.25% | 97 |
|
|
2018
Q3 | $1.08M | Buy |
15,901
+1
| +0% | +$68 | 0.16% | 115 |
|
|
2018
Q2 | $921K | Sell |
15,900
-130
| -0.8% | -$7.53K | 0.15% | 120 |
|
|
2018
Q1 | $833K | Sell |
16,030
-599
| -4% | -$31.1K | 0.14% | 120 |
|
|
2017
Q4 | $893K | Sell |
16,629
-556
| -3% | -$29.9K | 0.15% | 111 |
|
|
2017
Q3 | $1.05M | Sell |
17,185
-4,696
| -21% | -$287K | 0.19% | 107 |
|
|
2017
Q2 | $1.34M | Buy |
21,881
+4,278
| +24% | +$262K | 0.23% | 95 |
|
|
2017
Q1 | $1.05M | Buy |
17,603
+49
| +0.3% | +$2.91K | 0.2% | 101 |
|
|
2016
Q4 | $986K | Buy |
17,554
+4,602
| +36% | +$258K | 0.21% | 105 |
|
|
2016
Q3 | $771K | Sell |
12,952
-2,374
| -15% | -$141K | 0.19% | 108 |
|
|
2016
Q2 | $842K | Buy |
15,326
+6,770
| +79% | +$372K | 0.19% | 105 |
|
|
2016
Q1 | $432K | Sell |
8,556
-5,060
| -37% | -$255K | 0.12% | 117 |
|
|
2015
Q4 | $686K | Sell |
13,616
-1,082
| -7% | -$54.5K | 0.16% | 112 |
|
|
2015
Q3 | $693K | Sell |
14,698
-496
| -3% | -$23.4K | 0.16% | 114 |
|
|
2015
Q2 | $825K | Buy |
15,194
+1,845
| +14% | +$100K | 0.18% | 114 |
|
|
2015
Q1 | $732K | Buy |
13,349
+144
| +1% | +$7.9K | 0.16% | 114 |
|
|
2014
Q4 | $716K | Buy |
13,205
+299
| +2% | +$16.2K | 0.16% | 114 |
|
|
2014
Q3 | $730K | Buy |
12,906
+739
| +6% | +$41.8K | 0.18% | 109 |
|
|
2014
Q2 | $672K | Buy |
12,167
+655
| +6% | +$36.2K | 0.16% | 109 |
|
|
2014
Q1 | $624K | Buy |
11,512
+361
| +3% | +$19.6K | 0.16% | 108 |
|
|
2013
Q4 | $533K | Sell |
11,151
-3,966
| -26% | -$190K | 0.14% | 109 |
|
|
2013
Q3 | $687K | Sell |
15,117
-105
| -0.7% | -$4.77K | 0.2% | 101 |
|
|
2013
Q2 | $675K | Buy |
+15,222
| New | +$675K | 0.21% | 106 |
|