EWM
Executive Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.72M | Sell |
87,675
-15,409
| -15% | -$1.53M | 0.68% | 43 |
|
|
2024
Q3 | $11.7M | Buy |
103,084
+37,059
| +56% | +$4.21M | 0.92% | 25 |
|
|
2024
Q2 | $8.17M | Buy |
66,025
+2,523
| +4% | +$312K | 1.5% | 20 |
|
|
2024
Q1 | $8.32M | Buy |
63,502
+19,288
| +44% | +$2.53M | 0.73% | 45 |
|
|
2023
Q4 | $4.82M | Buy |
44,214
+40,135
| +984% | +$4.38M | 0.45% | 68 |
|
|
2023
Q3 | $420K | Sell |
4,079
-377
| -8% | -$38.8K | 0.04% | 147 |
|
|
2023
Q2 | $514K | Buy |
4,456
+156
| +4% | +$18K | 0.05% | 132 |
|
|
2023
Q1 | $458K | Buy |
4,300
+124
| +3% | +$13.2K | 0.05% | 138 |
|
|
2022
Q4 | $463K | Buy |
4,176
+3,837
| +1,132% | +$426K | 0.06% | 136 |
|
|
2022
Q3 | $339 | Sell |
339
-3,503
| -91% | -$3.5K | 0.05% | 138 |
|
|
2022
Q2 | $350K | Buy |
3,842
+244
| +7% | +$22.2K | 0.05% | 138 |
|
|
2022
Q1 | $295K | Buy |
3,598
+30
| +0.8% | +$2.46K | 0.03% | 164 |
|
|
2021
Q4 | $273K | Buy |
3,568
+99
| +3% | +$7.58K | 0.03% | 168 |
|
|
2021
Q3 | $260K | Sell |
3,469
-143
| -4% | -$10.7K | 0.03% | 159 |
|
|
2021
Q2 | $280K | Sell |
3,612
-298
| -8% | -$23.1K | 0.03% | 161 |
|
|
2021
Q1 | $301K | Sell |
3,910
-53,757
| -93% | -$4.14M | 0.04% | 156 |
|
|
2020
Q4 | $4.72M | Buy |
57,667
+6,564
| +13% | +$537K | 0.58% | 51 |
|
|
2020
Q3 | $4.24M | Buy |
51,103
+1,984
| +4% | +$165K | 0.59% | 46 |
|
|
2020
Q2 | $3.8M | Sell |
49,119
-6,023
| -11% | -$466K | 0.57% | 39 |
|
|
2020
Q1 | $4.24M | Buy |
55,142
+111
| +0.2% | +$8.54K | 0.75% | 24 |
|
|
2019
Q4 | $5.01M | Buy |
55,031
+4,304
| +8% | +$391K | 0.68% | 40 |
|
|
2019
Q3 | $4.27M | Buy |
50,727
+3,313
| +7% | +$279K | 0.65% | 37 |
|
|
2019
Q2 | $3.98M | Buy |
47,414
+6,106
| +15% | +$512K | 0.56% | 40 |
|
|
2019
Q1 | $3.44M | Sell |
41,308
-801
| -2% | -$66.6K | 0.61% | 38 |
|
|
2018
Q4 | $3.22M | Buy |
+42,109
| New | +$3.22M | 0.57% | 33 |
|