DWM
Dakota Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
35,945
+114
| +0.3% | +$9.03K | 0.06% | 218 |
|
|
2025
Q1 | $3.22M | Sell |
35,831
-3,766
| -10% | -$338K | 0.08% | 195 |
|
|
2024
Q4 | $3.94M | Sell |
39,597
-42,660
| -52% | -$4.24M | 0.09% | 176 |
|
|
2024
Q3 | $9.34M | Buy |
82,257
+6,968
| +9% | +$791K | 0.21% | 97 |
|
|
2024
Q2 | $9.32M | Buy |
75,289
+2,997
| +4% | +$371K | 0.22% | 93 |
|
|
2024
Q1 | $9.54M | Buy |
72,292
+19,874
| +38% | +$2.62M | 0.24% | 92 |
|
|
2023
Q4 | $5.72M | Sell |
52,418
-845
| -2% | -$92.1K | 0.22% | 110 |
|
|
2023
Q3 | $5.48M | Sell |
53,263
-78,994
| -60% | -$8.13M | 0.24% | 105 |
|
|
2023
Q2 | $15.3M | Buy |
132,257
+13,040
| +11% | +$1.5M | 0.72% | 32 |
|
|
2023
Q1 | $12.7M | Buy |
119,217
+96,819
| +432% | +$10.3M | 0.85% | 26 |
|
|
2022
Q4 | $2.49M | Buy |
22,398
+956
| +4% | +$106K | 0.18% | 131 |
|
|
2022
Q3 | $1.85M | Sell |
21,442
-1,440
| -6% | -$124K | 0.15% | 150 |
|
|
2022
Q2 | $2.09M | Sell |
22,882
-12,572
| -35% | -$1.15M | 0.19% | 127 |
|
|
2022
Q1 | $2.91M | Sell |
35,454
-47,834
| -57% | -$3.92M | 0.24% | 115 |
|
|
2021
Q4 | $6.38M | Sell |
83,288
-12,396
| -13% | -$950K | 0.67% | 37 |
|
|
2021
Q3 | $7.19M | Buy |
95,684
+92,480
| +2,886% | +$6.95M | 0.83% | 26 |
|
|
2021
Q2 | $249K | Sell |
3,204
-339
| -10% | -$26.3K | 0.03% | 295 |
|
|
2021
Q1 | $273K | Sell |
3,543
-8,925
| -72% | -$688K | 0.04% | 268 |
|
|
2020
Q4 | $1.02M | Buy |
12,468
+4,254
| +52% | +$348K | 0.13% | 143 |
|
|
2020
Q3 | $681K | Sell |
8,214
-29,319
| -78% | -$2.43M | 0.11% | 141 |
|
|
2020
Q2 | $2.9M | Sell |
37,533
-13,202
| -26% | -$1.02M | 0.5% | 57 |
|
|
2020
Q1 | $3.9M | Sell |
50,735
-9,448
| -16% | -$727K | 0.85% | 34 |
|
|
2019
Q4 | $5.47M | Buy |
60,183
+5,149
| +9% | +$468K | 0.88% | 32 |
|
|
2019
Q3 | $4.63M | Buy |
55,034
+22,914
| +71% | +$1.93M | 0.8% | 35 |
|
|
2019
Q2 | $2.69M | Sell |
32,120
-579
| -2% | -$48.5K | 0.52% | 54 |
|
|
2019
Q1 | $2.72M | Sell |
32,699
-668
| -2% | -$55.6K | 0.54% | 51 |
|
|
2018
Q4 | $2.38M | Buy |
33,367
+32
| +0.1% | +$2.28K | 0.54% | 48 |
|
|
2018
Q3 | $2.37M | Buy |
33,335
+25,544
| +328% | +$1.81M | 0.53% | 49 |
|
|
2018
Q2 | $473K | Buy |
+7,791
| New | +$473K | 0.13% | 130 |
|