HWM
Howard Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
4,228
-190
| -4% | -$15K | 0.17% | 90 |
|
|
2025
Q1 | $397K | Buy |
4,418
+2
| +0% | +$180 | 0.22% | 82 |
|
|
2024
Q4 | $439K | Buy |
4,416
+7
| +0.2% | +$696 | 0.24% | 80 |
|
|
2024
Q3 | $501K | Buy |
4,409
+81
| +2% | +$9.2K | 0.29% | 71 |
|
|
2024
Q2 | $536K | Sell |
4,328
-10
| -0.2% | -$1.24K | 0.42% | 57 |
|
|
2024
Q1 | $572K | Buy |
4,338
+65
| +2% | +$8.58K | 0.47% | 50 |
|
|
2023
Q4 | $466K | Hold |
4,273
| – | – | 0.39% | 57 |
|
|
2023
Q3 | $440K | Sell |
4,273
-18
| -0.4% | -$1.85K | 0.41% | 53 |
|
|
2023
Q2 | $495K | Hold |
4,291
| – | – | 0.43% | 55 |
|
|
2023
Q1 | $457K | Hold |
4,291
| – | – | 0.38% | 62 |
|
|
2022
Q4 | $476K | Sell |
4,291
-32
| -0.7% | -$3.55K | 0.39% | 63 |
|
|
2022
Q3 | $372K | Buy |
+4,323
| New | +$372K | 0.26% | 74 |
|
|
2022
Q2 | – | Sell |
-4,266
| Closed | -$350K | – | 104 |
|
|
2022
Q1 | $350K | Hold |
4,266
| – | – | 0.19% | 95 |
|
|
2021
Q4 | $326K | Buy |
4,266
+70
| +2% | +$5.35K | 0.17% | 99 |
|
|
2021
Q3 | $315K | Sell |
4,196
-19
| -0.5% | -$1.43K | 0.18% | 97 |
|
|
2021
Q2 | $327K | Hold |
4,215
| – | – | 0.18% | 97 |
|
|
2021
Q1 | $324K | Hold |
4,215
| – | – | 0.19% | 96 |
|
|
2020
Q4 | $344K | Sell |
4,215
-2,088
| -33% | -$170K | 0.21% | 92 |
|
|
2020
Q3 | $522K | Buy |
6,303
+94
| +2% | +$7.79K | 0.37% | 64 |
|
|
2020
Q2 | $480K | Sell |
6,209
-50
| -0.8% | -$3.87K | 0.39% | 62 |
|
|
2020
Q1 | $481K | Hold |
6,259
| – | – | 0.51% | 50 |
|
|
2019
Q4 | $569K | Buy |
+6,259
| New | +$569K | 0.48% | 50 |
|