DWM
Destination Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
49,988
-170,467
| -77% | -$13.5M | 0.12% | 102 |
|
|
2025
Q1 | $19.8M | Buy |
220,455
+8,545
| +4% | +$767K | 0.62% | 58 |
|
|
2024
Q4 | $21.1M | Buy |
211,910
+2,504
| +1% | +$249K | 0.66% | 54 |
|
|
2024
Q3 | $23.8M | Buy |
209,406
+4,146
| +2% | +$471K | 0.74% | 52 |
|
|
2024
Q2 | $25.4M | Sell |
205,260
-5,729
| -3% | -$709K | 0.84% | 40 |
|
|
2024
Q1 | $27.8M | Sell |
210,989
-3,233
| -2% | -$427K | 0.93% | 39 |
|
|
2023
Q4 | $23.4M | Sell |
214,222
-3,998
| -2% | -$436K | 0.81% | 45 |
|
|
2023
Q3 | $22.5M | Sell |
218,220
-2,290
| -1% | -$236K | 0.87% | 37 |
|
|
2023
Q2 | $25.4M | Sell |
220,510
-3,739
| -2% | -$431K | 0.95% | 32 |
|
|
2023
Q1 | $23.9M | Sell |
224,249
-7,291
| -3% | -$776K | 0.9% | 35 |
|
|
2022
Q4 | $25.7M | Sell |
231,540
-7,388
| -3% | -$820K | 1.02% | 34 |
|
|
2022
Q3 | $20.6M | Buy |
238,928
+699
| +0.3% | +$60.2K | 0.87% | 39 |
|
|
2022
Q2 | $21.7M | Sell |
238,229
-1,265
| -0.5% | -$115K | 0.88% | 40 |
|
|
2022
Q1 | $19.7M | Buy |
239,494
+8,231
| +4% | +$675K | 0.73% | 52 |
|
|
2021
Q4 | $17.7M | Buy |
231,263
+2,983
| +1% | +$229K | 0.63% | 57 |
|
|
2021
Q3 | $17.1M | Buy |
228,280
+6,332
| +3% | +$476K | 0.67% | 59 |
|
|
2021
Q2 | $17.3M | Buy |
221,948
+9,358
| +4% | +$728K | 0.67% | 58 |
|
|
2021
Q1 | $16.4M | Buy |
212,590
+18,282
| +9% | +$1.41M | 0.68% | 57 |
|
|
2020
Q4 | $15.9M | Buy |
194,308
+16,247
| +9% | +$1.33M | 0.69% | 52 |
|
|
2020
Q3 | $14.8M | Buy |
178,061
+172,962
| +3,392% | +$14.3M | 0.75% | 49 |
|
|
2020
Q2 | $394K | Sell |
5,099
-2,037
| -29% | -$157K | 0.02% | 115 |
|
|
2020
Q1 | $549K | Sell |
7,136
-1,357
| -16% | -$104K | 0.03% | 118 |
|
|
2019
Q4 | $772K | Buy |
8,493
+1,697
| +25% | +$154K | 0.04% | 101 |
|
|
2019
Q3 | $572K | Buy |
6,796
+52
| +0.8% | +$4.38K | 0.03% | 104 |
|
|
2019
Q2 | $565K | Sell |
6,744
-2,700
| -29% | -$226K | 0.03% | 108 |
|
|
2019
Q1 | $785K | Buy |
9,444
+415
| +5% | +$34.5K | 0.04% | 101 |
|
|
2018
Q4 | $690K | Sell |
9,029
-1,218
| -12% | -$93.1K | 0.04% | 99 |
|
|
2018
Q3 | $727K | Buy |
10,247
+2,427
| +31% | +$172K | 0.04% | 107 |
|
|
2018
Q2 | $475K | Buy |
7,820
+5,932
| +314% | +$360K | 0.03% | 110 |
|
|
2018
Q1 | $22K | Sell |
1,888
-4,476
| -70% | -$52.2K | ﹤0.01% | 327 |
|
|
2017
Q4 | $358K | Sell |
6,364
-648
| -9% | -$36.5K | 0.02% | 124 |
|
|
2017
Q3 | $449K | Hold |
7,012
| – | – | 0.03% | 115 |
|
|
2017
Q2 | $449K | Buy |
7,012
+274
| +4% | +$17.5K | 0.03% | 115 |
|
|
2017
Q1 | $428K | Sell |
6,738
-654
| -9% | -$41.5K | 0.03% | 116 |
|
|
2016
Q4 | $435K | Buy |
7,392
+1,994
| +37% | +$117K | 0.03% | 116 |
|
|
2016
Q3 | $337K | Buy |
+5,398
| New | +$337K | 0.03% | 128 |
|
|
2015
Q3 | – | Sell |
-19,993
| Closed | -$1.14M | – | 186 |
|
|
2015
Q2 | $1.14M | Buy |
+19,993
| New | +$1.14M | 0.08% | 126 |
|