EWM
Edge Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Buy |
124,402
+383
| +0.3% | +$30.3K | 1.9% | 21 |
|
|
2025
Q1 | $11.1M | Buy |
124,019
+2,032
| +2% | +$182K | 2.26% | 20 |
|
|
2024
Q4 | $12.1M | Sell |
121,987
-1,574
| -1% | -$157K | 2.46% | 16 |
|
|
2024
Q3 | $14M | Sell |
123,561
-450
| -0.4% | -$51.1K | 2.82% | 15 |
|
|
2024
Q2 | $15.4M | Sell |
124,011
-2,647
| -2% | -$328K | 3.23% | 10 |
|
|
2024
Q1 | $16.7M | Sell |
126,658
-1,555
| -1% | -$205K | 3.51% | 10 |
|
|
2023
Q4 | $14M | Sell |
128,213
-2,229
| -2% | -$243K | 3.06% | 11 |
|
|
2023
Q3 | $13.4M | Sell |
130,442
-2,509
| -2% | -$258K | 3.14% | 9 |
|
|
2023
Q2 | $15.3M | Buy |
132,951
+3,128
| +2% | +$361K | 3.35% | 7 |
|
|
2023
Q1 | $13.8M | Sell |
129,823
-3,451
| -3% | -$367K | 3.16% | 7 |
|
|
2022
Q4 | $14.7M | Sell |
133,274
-10,852
| -8% | -$1.2M | 3.42% | 7 |
|
|
2022
Q3 | $12.5M | Buy |
144,126
+2,099
| +1% | +$182K | 2.76% | 13 |
|
|
2022
Q2 | $12.9M | Sell |
142,027
-704
| -0.5% | -$64.2K | 2.8% | 13 |
|
|
2022
Q1 | $11.7M | Buy |
142,731
+2,428
| +2% | +$199K | 2.31% | 17 |
|
|
2021
Q4 | $10.8M | Sell |
140,303
-2,117
| -1% | -$162K | 1.97% | 21 |
|
|
2021
Q3 | $10.7M | Buy |
142,420
+4,357
| +3% | +$327K | 2.09% | 20 |
|
|
2021
Q2 | $10.8M | Buy |
138,063
+3,134
| +2% | +$244K | 2.19% | 18 |
|
|
2021
Q1 | $10.4M | Buy |
134,929
+11,700
| +9% | +$902K | 2.21% | 16 |
|
|
2020
Q4 | $10M | Sell |
123,229
-13,138
| -10% | -$1.07M | 2.28% | 13 |
|
|
2020
Q3 | $11.3M | Sell |
136,367
-14,239
| -9% | -$1.18M | 2.6% | 7 |
|
|
2020
Q2 | $11.6M | Buy |
150,606
+154
| +0.1% | +$11.9K | 2.21% | 12 |
|
|
2020
Q1 | $11.5M | Buy |
150,452
+2,827
| +2% | +$216K | 2.5% | 9 |
|
|
2019
Q4 | $13.4M | Buy |
147,625
+5,118
| +4% | +$464K | 2.67% | 11 |
|
|
2019
Q3 | $12M | Sell |
142,507
-3,875
| -3% | -$326K | 2.76% | 9 |
|
|
2019
Q2 | $12.2M | Buy |
146,382
+11,756
| +9% | +$978K | 2.7% | 10 |
|
|
2019
Q1 | $11.2M | Sell |
134,626
-16,132
| -11% | -$1.34M | 2.76% | 11 |
|
|
2018
Q4 | $11.5M | Sell |
150,758
-1,316
| -0.9% | -$101K | 3.25% | 8 |
|
|
2018
Q3 | $10.8M | Sell |
152,074
-8,957
| -6% | -$635K | 2.59% | 13 |
|
|
2018
Q2 | $9.78M | Buy |
161,031
+4,108
| +3% | +$249K | 2.49% | 13 |
|
|
2018
Q1 | $8.55M | Buy |
156,923
+43,997
| +39% | +$2.4M | 2.27% | 17 |
|
|
2017
Q4 | $6.37M | Buy |
112,926
+89,369
| +379% | +$5.04M | 1.8% | 19 |
|
|
2017
Q3 | $1.5M | Buy |
23,557
+42
| +0.2% | +$2.68K | 0.45% | 38 |
|
|
2017
Q2 | $1.51M | Sell |
23,515
-99
| -0.4% | -$6.35K | 0.47% | 37 |
|
|
2017
Q1 | $1.5M | Buy |
23,614
+175
| +0.7% | +$11.1K | 0.52% | 33 |
|
|
2016
Q4 | $1.38M | Buy |
23,439
+57
| +0.2% | +$3.36K | 0.52% | 36 |
|
|
2016
Q3 | $1.46M | Sell |
23,382
-8,468
| -27% | -$528K | 0.62% | 34 |
|
|
2016
Q2 | $1.83M | Sell |
31,850
-2,889
| -8% | -$166K | 0.76% | 32 |
|
|
2016
Q1 | $1.84M | Sell |
34,739
-163,776
| -83% | -$8.67M | 0.83% | 33 |
|
|
2015
Q4 | $10.5M | Sell |
198,515
-13,469
| -6% | -$715K | 3.98% | 4 |
|
|
2015
Q3 | $10.4M | Sell |
211,984
-2,544
| -1% | -$125K | 3.92% | 3 |
|
|
2015
Q2 | $12.2M | Sell |
214,528
-13,402
| -6% | -$764K | 4.18% | 2 |
|
|
2015
Q1 | $13.2M | Sell |
227,930
-10,849
| -5% | -$627K | 4.43% | 3 |
|
|
2014
Q4 | $13.6M | Buy |
238,779
+597
| +0.3% | +$34K | 4.99% | 3 |
|
|
2014
Q3 | $14.2M | Sell |
238,182
-5,578
| -2% | -$332K | 5.46% | 1 |
|
|
2014
Q2 | $14.1M | Buy |
243,760
+14,692
| +6% | +$850K | 5.86% | 1 |
|
|
2014
Q1 | $13M | Sell |
229,068
-4,079
| -2% | -$232K | 5.44% | 1 |
|
|
2013
Q4 | $11.7M | Buy |
233,147
+54,646
| +31% | +$2.74M | 5.39% | 1 |
|
|
2013
Q3 | $8.5M | Buy |
178,501
+11,527
| +7% | +$549K | 5.19% | 2 |
|
|
2013
Q2 | $7.83M | Buy |
+166,974
| New | +$7.83M | 5.23% | 3 |
|