EWA
EP Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Buy |
202,312
+52,137
| +35% | +$4.13M | 0.11% | 142 |
|
|
2025
Q1 | $13.5M | Sell |
150,175
-49,038
| -25% | -$4.4M | 0.11% | 131 |
|
|
2024
Q4 | $19.8M | Sell |
199,213
-17,910
| -8% | -$1.78M | 0.16% | 102 |
|
|
2024
Q3 | $24.7M | Buy |
217,123
+27,461
| +14% | +$3.12M | 0.21% | 92 |
|
|
2024
Q2 | $23.5M | Buy |
189,662
+7,968
| +4% | +$986K | 0.25% | 83 |
|
|
2024
Q1 | $24M | Buy |
181,694
+6,040
| +3% | +$797K | 0.28% | 79 |
|
|
2023
Q4 | $19.1M | Sell |
175,654
-12,234
| -7% | -$1.33M | 0.24% | 81 |
|
|
2023
Q3 | $19.3M | Buy |
187,888
+167,206
| +808% | +$17.2M | 0.3% | 73 |
|
|
2023
Q2 | $20.8M | Buy |
20,682
+6,731
| +48% | +$6.78M | 0.3% | 70 |
|
|
2023
Q1 | $1.88M | Sell |
13,951
-97,398
| -87% | -$13.1M | 0.03% | 231 |
|
|
2022
Q4 | $12.4M | Buy |
111,349
+4,116
| +4% | +$457K | 0.22% | 79 |
|
|
2022
Q3 | $9.24M | Buy |
107,233
+76,714
| +251% | +$6.61M | 0.21% | 82 |
|
|
2022
Q2 | $2.78M | Buy |
30,519
+7,191
| +31% | +$656K | 0.06% | 163 |
|
|
2022
Q1 | $1.91M | Sell |
23,328
-657
| -3% | -$53.9K | 0.04% | 206 |
|
|
2021
Q4 | $1.84M | Buy |
23,985
+1,173
| +5% | +$89.9K | 0.04% | 194 |
|
|
2021
Q3 | $1.71M | Sell |
22,812
-11,583
| -34% | -$870K | 0.05% | 184 |
|
|
2021
Q2 | $2.68M | Sell |
34,395
-13,103
| -28% | -$1.02M | 0.07% | 156 |
|
|
2021
Q1 | $3.66M | Sell |
47,498
-164,887
| -78% | -$12.7M | 0.12% | 119 |
|
|
2020
Q4 | $17.4M | Buy |
212,385
+23,278
| +12% | +$1.9M | 0.61% | 38 |
|
|
2020
Q3 | $15.7M | Buy |
189,107
+14,885
| +9% | +$1.23M | 0.67% | 36 |
|
|
2020
Q2 | $13.5M | Buy |
174,222
+154,455
| +781% | +$11.9M | 0.58% | 41 |
|
|
2020
Q1 | $1.52M | Buy |
19,767
+833
| +4% | +$64.1K | 0.07% | 131 |
|
|
2019
Q4 | $1.72M | Buy |
18,934
+947
| +5% | +$86.1K | 0.07% | 137 |
|
|
2019
Q3 | $1.51M | Buy |
17,987
+1,588
| +10% | +$134K | 0.08% | 118 |
|
|
2019
Q2 | $1.38M | Buy |
16,399
+5,053
| +45% | +$424K | 0.09% | 102 |
|
|
2019
Q1 | $944K | Buy |
11,346
+342
| +3% | +$28.5K | 0.09% | 115 |
|
|
2018
Q4 | $841K | Sell |
11,004
-1,645
| -13% | -$126K | 0.06% | 133 |
|
|
2018
Q3 | $897K | Buy |
12,649
+7,012
| +124% | +$497K | 0.07% | 125 |
|
|
2018
Q2 | $342K | Sell |
5,637
-420
| -7% | -$25.5K | 0.03% | 144 |
|
|
2018
Q1 | $330K | Sell |
6,057
-3,172
| -34% | -$173K | 0.03% | 153 |
|
|
2017
Q4 | $519K | Buy |
9,229
+66
| +0.7% | +$3.71K | 0.05% | 110 |
|
|
2017
Q3 | $587K | Buy |
9,163
+4,331
| +90% | +$277K | 0.07% | 98 |
|
|
2017
Q2 | $310K | Sell |
4,832
-66
| -1% | -$4.23K | 0.04% | 133 |
|
|
2017
Q1 | $311K | Sell |
4,898
-817
| -14% | -$51.9K | 0.04% | 110 |
|
|
2016
Q4 | $336K | Buy |
5,715
+981
| +21% | +$57.7K | 0.05% | 99 |
|
|
2016
Q3 | $295K | Sell |
4,734
-130
| -3% | -$8.1K | 0.05% | 107 |
|
|
2016
Q2 | $280K | Sell |
4,864
-1,831
| -27% | -$105K | 0.04% | 101 |
|
|
2016
Q1 | $354K | Sell |
6,695
-781
| -10% | -$41.3K | 0.05% | 99 |
|
|
2015
Q4 | $395K | Buy |
7,476
+1,293
| +21% | +$68.3K | 0.07% | 105 |
|
|
2015
Q3 | $305K | Sell |
6,183
-211
| -3% | -$10.4K | 0.06% | 110 |
|
|
2015
Q2 | $364K | Buy |
6,394
+418
| +7% | +$23.8K | 0.07% | 84 |
|
|
2015
Q1 | $343K | Sell |
5,976
-196
| -3% | -$11.3K | 0.06% | 93 |
|
|
2014
Q4 | $351K | Buy |
6,172
+333
| +6% | +$18.9K | 0.06% | 99 |
|
|
2014
Q3 | $346K | Buy |
5,839
+575
| +11% | +$34.1K | 0.06% | 83 |
|
|
2014
Q2 | $304K | Buy |
5,264
+348
| +7% | +$20.1K | 0.07% | 83 |
|
|
2014
Q1 | $279K | Buy |
+4,916
| New | +$279K | 0.08% | 84 |
|
|
2013
Q3 | – | Sell |
-4,307
| Closed | -$200K | – | 107 |
|
|
2013
Q2 | $200K | Buy |
+4,307
| New | +$200K | 0.07% | 75 |
|