MWM
Mattern Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
7,533
-50
| -0.7% | -$3.96K | 0.12% | 83 |
|
|
2025
Q1 | $681K | Buy |
7,583
+244
| +3% | +$21.9K | 0.15% | 80 |
|
|
2024
Q4 | $730K | Sell |
7,339
-8,431
| -53% | -$839K | 0.16% | 80 |
|
|
2024
Q3 | $1.79M | Sell |
15,770
-100
| -0.6% | -$11.4K | 0.39% | 54 |
|
|
2024
Q2 | $1.96M | Buy |
15,870
+400
| +3% | +$49.5K | 0.47% | 56 |
|
|
2024
Q1 | $2.04M | Hold |
15,470
| – | – | 0.5% | 64 |
|
|
2023
Q4 | $1.69M | Sell |
15,470
-633
| -4% | -$69K | 0.43% | 64 |
|
|
2023
Q3 | $1.66M | Hold |
16,103
| – | – | 0.49% | 58 |
|
|
2023
Q2 | $1.86M | Buy |
16,103
+12
| +0.1% | +$1.39K | 0.54% | 56 |
|
|
2023
Q1 | $1.71M | Sell |
16,091
-100
| -0.6% | -$10.6K | 0.57% | 57 |
|
|
2022
Q4 | $1.8M | Buy |
16,191
+364
| +2% | +$40.4K | 0.73% | 51 |
|
|
2022
Q3 | $1.36M | Hold |
15,827
| – | – | 0.55% | 56 |
|
|
2022
Q2 | $1.44M | Hold |
15,827
| – | – | 0.56% | 56 |
|
|
2022
Q1 | $1.3M | Hold |
15,827
| – | – | 0.43% | 65 |
|
|
2021
Q4 | $1.21M | Buy |
15,827
+317
| +2% | +$24.3K | 0.36% | 70 |
|
|
2021
Q3 | $1.17M | Sell |
15,510
-383
| -2% | -$28.8K | 0.39% | 68 |
|
|
2021
Q2 | $1.24M | Sell |
15,893
-214
| -1% | -$16.7K | 0.4% | 68 |
|
|
2021
Q1 | $1.24M | Sell |
16,107
-716
| -4% | -$55.2K | 0.44% | 64 |
|
|
2020
Q4 | $1.38M | Sell |
16,823
-20
| -0.1% | -$1.64K | 0.52% | 56 |
|
|
2020
Q3 | $1.4M | Buy |
16,843
+200
| +1% | +$16.6K | 0.6% | 49 |
|
|
2020
Q2 | $1.29M | Hold |
16,643
| – | – | 0.63% | 51 |
|
|
2020
Q1 | $1.28M | Buy |
16,643
+11,080
| +199% | +$853K | 0.92% | 34 |
|
|
2019
Q4 | $506K | Buy |
+5,563
| New | +$506K | 0.3% | 91 |
|