IWC
Integrated Wealth Concepts’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8M | Buy |
98,560
+14,799
| +18% | +$1.17M | 0.08% | 240 |
|
|
2025
Q1 | $7.52M | Buy |
83,761
+604
| +0.7% | +$54.2K | 0.09% | 232 |
|
|
2024
Q4 | $8.27M | Buy |
83,157
+1,678
| +2% | +$167K | 0.1% | 204 |
|
|
2024
Q3 | $9.25M | Sell |
81,479
-442
| -0.5% | -$50.2K | 0.11% | 184 |
|
|
2024
Q2 | $10.1M | Buy |
81,921
+1,648
| +2% | +$204K | 0.14% | 154 |
|
|
2024
Q1 | $10.6M | Buy |
80,273
+5,017
| +7% | +$662K | 0.15% | 155 |
|
|
2023
Q4 | $8.2M | Sell |
75,256
-7,328
| -9% | -$799K | 0.13% | 168 |
|
|
2023
Q3 | $8.5M | Sell |
82,584
-3,309
| -4% | -$341K | 0.15% | 157 |
|
|
2023
Q2 | $9.91M | Buy |
85,893
+19,156
| +29% | +$2.21M | 0.17% | 140 |
|
|
2023
Q1 | $7.1M | Buy |
66,737
+6,102
| +10% | +$649K | 0.15% | 156 |
|
|
2022
Q4 | $6.73M | Buy |
60,635
+1,936
| +3% | +$215K | 0.18% | 118 |
|
|
2022
Q3 | $5.06M | Sell |
58,699
-4,518
| -7% | -$389K | 0.16% | 134 |
|
|
2022
Q2 | $5.76M | Buy |
63,217
+7,484
| +13% | +$682K | 0.18% | 122 |
|
|
2022
Q1 | $4.57M | Buy |
55,733
+2,830
| +5% | +$232K | 0.14% | 142 |
|
|
2021
Q4 | $4.05M | Buy |
52,903
+2,771
| +6% | +$212K | 0.12% | 150 |
|
|
2021
Q3 | $3.77M | Buy |
50,132
+7,666
| +18% | +$576K | 0.12% | 149 |
|
|
2021
Q2 | $3.3M | Buy |
42,466
+661
| +2% | +$51.4K | 0.12% | 152 |
|
|
2021
Q1 | $3.22M | Buy |
41,805
+7,550
| +22% | +$582K | 0.13% | 132 |
|
|
2020
Q4 | $2.8M | Buy |
34,255
+3,208
| +10% | +$262K | 0.13% | 127 |
|
|
2020
Q3 | $2.58M | Buy |
31,047
+1,585
| +5% | +$131K | 0.16% | 112 |
|
|
2020
Q2 | $2.28M | Buy |
29,462
+890
| +3% | +$68.8K | 0.16% | 100 |
|
|
2020
Q1 | $2.2M | Buy |
28,572
+1,213
| +4% | +$93.3K | 0.2% | 87 |
|
|
2019
Q4 | $2.49M | Buy |
27,359
+10,881
| +66% | +$990K | 0.21% | 85 |
|
|
2019
Q3 | $1.39M | Buy |
16,478
+2,332
| +16% | +$196K | 0.16% | 102 |
|
|
2019
Q2 | $1.1M | Buy |
14,146
+2,934
| +26% | +$229K | 0.14% | 111 |
|
|
2019
Q1 | $932K | Buy |
11,212
+1,228
| +12% | +$102K | 0.16% | 115 |
|
|
2018
Q4 | $763K | Buy |
9,984
+1,885
| +23% | +$144K | 0.21% | 99 |
|
|
2018
Q3 | $579K | Buy |
8,099
+263
| +3% | +$18.8K | 0.17% | 106 |
|
|
2018
Q2 | $474K | Sell |
7,836
-242
| -3% | -$14.6K | 0.16% | 115 |
|
|
2018
Q1 | $430K | Sell |
8,078
-621
| -7% | -$33.1K | 0.17% | 112 |
|
|
2017
Q4 | $493K | Buy |
+8,699
| New | +$493K | 0.21% | 94 |
|