LWM
Liberty Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
+3,726
| New | +$295K | 0.05% | 171 |
|
|
2025
Q1 | – | Sell |
-3,439
| Closed | -$342K | – | 182 |
|
|
2024
Q4 | $342K | Sell |
3,439
-51
| -1% | -$5.07K | 0.06% | 152 |
|
|
2024
Q3 | $396K | Sell |
3,490
-65,364
| -95% | -$7.42M | 0.07% | 136 |
|
|
2024
Q2 | $445K | Buy |
68,854
+65,473
| +1,936% | +$423K | 0.08% | 120 |
|
|
2024
Q1 | $446K | Sell |
3,381
-221
| -6% | -$29.2K | 0.09% | 109 |
|
|
2023
Q4 | $393K | Sell |
3,602
-1,211
| -25% | -$132K | 0.08% | 113 |
|
|
2023
Q3 | $495K | Buy |
4,813
+53
| +1% | +$5.45K | 0.12% | 93 |
|
|
2023
Q2 | $549K | Sell |
4,760
-180
| -4% | -$20.8K | 0.14% | 83 |
|
|
2023
Q1 | $526K | Buy |
+4,940
| New | +$526K | 0.11% | 121 |
|
|
2022
Q3 | $536K | Buy |
6,227
+15
| +0.2% | +$1.29K | 0.14% | 79 |
|
|
2022
Q2 | $566K | Buy |
6,212
+441
| +8% | +$40.2K | 0.23% | 76 |
|
|
2022
Q1 | $473K | Sell |
5,771
-94
| -2% | -$7.7K | 0.17% | 83 |
|
|
2021
Q4 | $449 | Sell |
5,865
-1,774
| -23% | -$136 | 0.02% | 101 |
|
|
2021
Q3 | $593K | Buy |
7,639
+1,720
| +29% | +$134K | 0.21% | 70 |
|
|
2021
Q2 | $460K | Buy |
5,919
+826
| +16% | +$64.2K | 0.18% | 75 |
|
|
2021
Q1 | $394K | Hold |
5,093
| – | – | 0.19% | 73 |
|
|
2020
Q4 | $394K | Buy |
5,093
+1,675
| +49% | +$130K | 0.19% | 73 |
|
|
2020
Q3 | $284K | Sell |
3,418
-39
| -1% | -$3.24K | 0.17% | 74 |
|
|
2020
Q2 | $267K | Sell |
3,457
-1
| -0% | -$77 | 0.19% | 75 |
|
|
2020
Q1 | $266K | Sell |
3,458
-87
| -2% | -$6.69K | 0.23% | 66 |
|
|
2019
Q4 | $322K | Buy |
3,545
+809
| +30% | +$73.5K | 0.25% | 73 |
|
|
2019
Q3 | $230K | Sell |
2,736
-208
| -7% | -$17.5K | 0.22% | 86 |
|
|
2019
Q2 | $247K | Buy |
2,944
+585
| +25% | +$49.1K | 0.22% | 92 |
|
|
2019
Q1 | $196K | Buy |
2,359
+124
| +6% | +$10.3K | 0.15% | 89 |
|
|
2018
Q4 | $170K | Buy |
+2,235
| New | +$170K | 0.13% | 95 |
|