9WM
9258 Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.56M | Sell |
22,568
-263
| -1% | -$29.9K | 0.38% | 49 |
|
|
2024
Q2 | $2.83M | Sell |
22,831
-593
| -3% | -$73.4K | 0.44% | 47 |
|
|
2024
Q1 | $3.09M | Buy |
23,424
+143
| +0.6% | +$18.9K | 0.48% | 44 |
|
|
2023
Q4 | $2.54M | Sell |
23,281
-276
| -1% | -$30.1K | 0.45% | 49 |
|
|
2023
Q3 | $2.43M | Buy |
23,557
+108
| +0.5% | +$11.1K | 0.47% | 50 |
|
|
2023
Q2 | $2.71M | Buy |
23,449
+15
| +0.1% | +$1.73K | 0.51% | 42 |
|
|
2023
Q1 | $2.49M | Buy |
23,434
+467
| +2% | +$49.7K | 0.5% | 45 |
|
|
2022
Q4 | $2.55M | Sell |
22,967
-432
| -2% | -$47.9K | 0.55% | 38 |
|
|
2022
Q3 | $2.02M | Sell |
23,399
-1,094
| -4% | -$94.2K | 0.52% | 44 |
|
|
2022
Q2 | $2.23M | Buy |
24,493
+645
| +3% | +$58.8K | 0.57% | 37 |
|
|
2022
Q1 | $1.96M | Sell |
23,848
-185
| -0.8% | -$15.2K | 0.45% | 41 |
|
|
2021
Q4 | $1.84M | Sell |
24,033
-595
| -2% | -$45.6K | 0.42% | 43 |
|
|
2021
Q3 | $1.85M | Buy |
24,628
+292
| +1% | +$21.9K | 0.49% | 35 |
|
|
2021
Q2 | $1.89M | Buy |
24,336
+373
| +2% | +$29K | 0.51% | 31 |
|
|
2021
Q1 | $1.85M | Sell |
23,963
-261
| -1% | -$20.1K | 0.55% | 30 |
|
|
2020
Q4 | $1.98M | Buy |
24,224
+327
| +1% | +$26.8K | 0.65% | 24 |
|
|
2020
Q3 | $1.8M | Buy |
23,897
+411
| +2% | +$30.9K | 0.68% | 23 |
|
|
2020
Q2 | $1.82M | Buy |
23,486
+557
| +2% | +$43.1K | 0.74% | 23 |
|
|
2020
Q1 | $1.93M | Buy |
22,929
+1,143
| +5% | +$96K | 0.85% | 21 |
|
|
2019
Q4 | $1.98M | Buy |
21,786
+11,141
| +105% | +$1.01M | 0.73% | 28 |
|
|
2019
Q3 | $896K | Buy |
10,645
+7
| +0.1% | +$589 | 0.7% | 46 |
|
|
2019
Q2 | $892K | Sell |
10,638
-780
| -7% | -$65.4K | 0.72% | 43 |
|
|
2019
Q1 | $950K | Buy |
11,418
+123
| +1% | +$10.2K | 0.81% | 38 |
|
|
2018
Q4 | $863K | Buy |
+11,295
| New | +$863K | 0.83% | 37 |
|