BTWM
Baker Tilly Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Sell |
12,143
-2,025
| -14% | -$160K | 0.34% | 63 |
|
|
2025
Q1 | $1.27M | Buy |
14,168
+2,799
| +25% | +$251K | 0.5% | 39 |
|
|
2024
Q4 | $1.13M | Sell |
11,369
-1,615
| -12% | -$161K | 0.44% | 44 |
|
|
2024
Q3 | $1.47M | Sell |
12,984
-1,086
| -8% | -$123K | 0.65% | 24 |
|
|
2024
Q2 | $1.74M | Sell |
14,070
-11,767
| -46% | -$1.46M | 0.71% | 25 |
|
|
2024
Q1 | $3.41M | Sell |
25,837
-1,999
| -7% | -$264K | 0.62% | 28 |
|
|
2023
Q4 | $3.03M | Sell |
27,836
-1,841
| -6% | -$201K | 0.5% | 35 |
|
|
2023
Q3 | $3.06M | Sell |
29,677
-20,794
| -41% | -$2.14M | 0.5% | 39 |
|
|
2023
Q2 | $5.82M | Sell |
50,471
-2,996
| -6% | -$346K | 0.61% | 35 |
|
|
2023
Q1 | $5.69M | Buy |
53,467
+2,383
| +5% | +$254K | 0.64% | 34 |
|
|
2022
Q4 | $5.67M | Buy |
51,084
+4,101
| +9% | +$455K | 0.7% | 26 |
|
|
2022
Q3 | $4.05M | Buy |
46,983
+1,982
| +4% | +$171K | 0.55% | 36 |
|
|
2022
Q2 | $4.1M | Buy |
45,001
+2,916
| +7% | +$266K | 0.54% | 42 |
|
|
2022
Q1 | $3.45M | Buy |
42,085
+16,389
| +64% | +$1.34M | 0.38% | 60 |
|
|
2021
Q4 | $1.97M | Buy |
25,696
+487
| +2% | +$37.3K | 0.21% | 94 |
|
|
2021
Q3 | $1.89M | Buy |
25,209
+2,166
| +9% | +$163K | 0.25% | 77 |
|
|
2021
Q2 | $1.79M | Buy |
23,043
+1,733
| +8% | +$135K | 0.29% | 77 |
|
|
2021
Q1 | $1.64M | Buy |
21,310
+7,793
| +58% | +$601K | 0.34% | 72 |
|
|
2020
Q4 | $1.11M | Buy |
+13,517
| New | +$1.11M | 0.34% | 73 |
|