FWM
Focused Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
7,420
-584
| -7% | -$46.2K | 0.07% | 87 |
|
|
2025
Q1 | $718K | Buy |
8,004
+484
| +6% | +$43.4K | 0.1% | 68 |
|
|
2024
Q4 | $748K | Buy |
7,520
+128
| +2% | +$12.7K | 0.1% | 66 |
|
|
2024
Q3 | $839K | Buy |
7,392
+26
| +0.4% | +$2.95K | 0.11% | 71 |
|
|
2024
Q2 | $912K | Buy |
7,366
+28
| +0.4% | +$3.47K | 0.13% | 63 |
|
|
2024
Q1 | $968K | Buy |
7,338
+199
| +3% | +$26.3K | 0.15% | 61 |
|
|
2023
Q4 | $778K | Buy |
7,139
+207
| +3% | +$22.6K | 0.13% | 65 |
|
|
2023
Q3 | $714K | Buy |
6,932
+16
| +0.2% | +$1.65K | 0.13% | 64 |
|
|
2023
Q2 | $798K | Buy |
6,916
+17
| +0.2% | +$1.96K | 0.14% | 63 |
|
|
2023
Q1 | $734K | Buy |
6,899
+16
| +0.2% | +$1.7K | 0.15% | 63 |
|
|
2022
Q4 | $764K | Buy |
6,883
+19
| +0.3% | +$2.11K | 0.16% | 64 |
|
|
2022
Q3 | $591K | Buy |
6,864
+18
| +0.3% | +$1.55K | 0.12% | 71 |
|
|
2022
Q2 | $624K | Sell |
6,846
-53
| -0.8% | -$4.83K | 0.11% | 80 |
|
|
2022
Q1 | $566K | Buy |
6,899
+22
| +0.3% | +$1.81K | 0.09% | 84 |
|
|
2021
Q4 | $527K | Sell |
6,877
-1,661
| -19% | -$127K | 0.08% | 91 |
|
|
2021
Q3 | $641K | Buy |
8,538
+33
| +0.4% | +$2.48K | 0.1% | 82 |
|
|
2021
Q2 | $661K | Sell |
8,505
-85
| -1% | -$6.61K | 0.11% | 81 |
|
|
2021
Q1 | $662K | Buy |
8,590
+288
| +3% | +$22.2K | 0.12% | 84 |
|
|
2020
Q4 | $679K | Buy |
8,302
+14
| +0.2% | +$1.15K | 0.13% | 79 |
|
|
2020
Q3 | $688K | Buy |
8,288
+1,263
| +18% | +$105K | 0.15% | 67 |
|
|
2020
Q2 | $543K | Buy |
7,025
+38
| +0.5% | +$2.94K | 0.13% | 73 |
|
|
2020
Q1 | $538K | Sell |
6,987
-2,946
| -30% | -$227K | 0.16% | 69 |
|
|
2019
Q4 | $903K | Buy |
9,933
+4
| +0% | +$364 | 0.21% | 58 |
|
|
2019
Q3 | $836K | Sell |
9,929
-446
| -4% | -$37.6K | 0.23% | 61 |
|
|
2019
Q2 | $870K | Buy |
10,375
+548
| +6% | +$46K | 0.23% | 56 |
|
|
2019
Q1 | $817K | Buy |
9,827
+434
| +5% | +$36.1K | 0.25% | 61 |
|
|
2018
Q4 | $718K | Buy |
9,393
+3,904
| +71% | +$298K | 0.25% | 63 |
|
|
2018
Q3 | $389K | Sell |
5,489
-208
| -4% | -$14.7K | 0.13% | 95 |
|
|
2018
Q2 | $346K | Sell |
5,697
-1,224
| -18% | -$74.3K | 0.12% | 101 |
|
|
2018
Q1 | $377K | Sell |
6,921
-357
| -5% | -$19.4K | 0.12% | 101 |
|
|
2017
Q4 | $410K | Sell |
7,278
-4,259
| -37% | -$240K | 0.13% | 94 |
|
|
2017
Q3 | $739K | Buy |
11,537
+2,692
| +30% | +$172K | 0.25% | 63 |
|
|
2017
Q2 | $567K | Buy |
8,845
+12
| +0.1% | +$769 | 0.21% | 71 |
|
|
2017
Q1 | $561K | Sell |
8,833
-742
| -8% | -$47.1K | 0.22% | 72 |
|
|
2016
Q4 | $564K | Buy |
9,575
+2,094
| +28% | +$123K | 0.24% | 68 |
|
|
2016
Q3 | $467K | Buy |
7,481
+14
| +0.2% | +$874 | 0.21% | 77 |
|
|
2016
Q2 | $430K | Sell |
7,467
-525
| -7% | -$30.2K | 0.2% | 77 |
|
|
2016
Q1 | $423K | Buy |
7,992
+715
| +10% | +$37.8K | 0.23% | 74 |
|
|
2015
Q4 | $384K | Buy |
7,277
+426
| +6% | +$22.5K | 0.22% | 76 |
|
|
2015
Q3 | $338K | Sell |
6,851
-476
| -6% | -$23.5K | 0.21% | 68 |
|
|
2015
Q2 | $417K | Sell |
7,327
-3,558
| -33% | -$202K | 0.26% | 64 |
|
|
2015
Q1 | $626K | Buy |
10,885
+244
| +2% | +$14K | 0.38% | 46 |
|
|
2014
Q4 | $604K | Buy |
10,641
+2
| +0% | +$114 | 0.43% | 44 |
|
|
2014
Q3 | $631K | Sell |
10,639
-8
| -0.1% | -$474 | 0.48% | 45 |
|
|
2014
Q2 | $616K | Sell |
10,647
-146
| -1% | -$8.45K | 0.48% | 43 |
|
|
2014
Q1 | $613K | Buy |
10,793
+118
| +1% | +$6.7K | 0.51% | 43 |
|
|
2013
Q4 | $534K | Sell |
10,675
-54
| -0.5% | -$2.7K | 0.45% | 44 |
|
|
2013
Q3 | $511K | Buy |
+10,729
| New | +$511K | 0.49% | 41 |
|