HWAM
Hennion & Walsh Asset Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
75,932
+4,669
| +7% | +$370K | 0.24% | 76 |
|
|
2025
Q1 | $6.4M | Sell |
71,263
-3,538
| -5% | -$318K | 0.28% | 65 |
|
|
2024
Q4 | $7.44M | Buy |
74,801
+5,090
| +7% | +$506K | 0.34% | 54 |
|
|
2024
Q3 | $7.92M | Sell |
69,711
-5,225
| -7% | -$593K | 0.37% | 46 |
|
|
2024
Q2 | $9.28M | Sell |
74,936
-95
| -0.1% | -$11.8K | 0.48% | 32 |
|
|
2024
Q1 | $9.9M | Sell |
75,031
-9,418
| -11% | -$1.24M | 0.53% | 27 |
|
|
2023
Q4 | $9.21M | Sell |
84,449
-4,982
| -6% | -$543K | 0.53% | 26 |
|
|
2023
Q3 | $9.21M | Buy |
89,431
+955
| +1% | +$98.3K | 0.59% | 24 |
|
|
2023
Q2 | $10.2M | Buy |
88,476
+1,149
| +1% | +$133K | 0.61% | 21 |
|
|
2023
Q1 | $9.29M | Buy |
87,327
+4,698
| +6% | +$500K | 0.57% | 25 |
|
|
2022
Q4 | $9.17M | Buy |
82,629
+7,902
| +11% | +$877K | 0.57% | 33 |
|
|
2022
Q3 | $6.44M | Buy |
74,727
+1,585
| +2% | +$136K | 0.42% | 52 |
|
|
2022
Q2 | $6.67M | Buy |
73,142
+7,092
| +11% | +$647K | 0.41% | 55 |
|
|
2022
Q1 | $5.42M | Sell |
66,050
-11,293
| -15% | -$927K | 0.29% | 89 |
|
|
2021
Q4 | $5.93M | Sell |
77,343
-6,709
| -8% | -$514K | 0.29% | 94 |
|
|
2021
Q3 | $6.31M | Sell |
84,052
-10,586
| -11% | -$795K | 0.33% | 70 |
|
|
2021
Q2 | $7.36M | Sell |
94,638
-1,605
| -2% | -$125K | 0.39% | 57 |
|
|
2021
Q1 | $7.42M | Buy |
+96,243
| New | +$7.42M | 0.45% | 44 |
|