MSWM
McGlone Suttner Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
14,195
-868
| -6% | -$68.7K | 0.17% | 64 |
|
|
2025
Q1 | $1.35M | Buy |
15,063
+4,110
| +38% | +$369K | 0.22% | 49 |
|
|
2024
Q4 | $1.09M | Sell |
10,953
-2,675
| -20% | -$266K | 0.18% | 59 |
|
|
2024
Q3 | $1.55M | Buy |
13,628
+2,587
| +23% | +$294K | 0.32% | 37 |
|
|
2024
Q2 | $1.2M | Sell |
11,041
-1,849
| -14% | -$202K | 0.25% | 47 |
|
|
2024
Q1 | $1.7M | Buy |
12,890
+1,849
| +17% | +$244K | 0.32% | 36 |
|
|
2023
Q4 | $1.2M | Buy |
11,041
+273
| +3% | +$29.8K | 0.24% | 47 |
|
|
2023
Q3 | $1.11M | Sell |
10,768
-3,012
| -22% | -$310K | 0.26% | 46 |
|
|
2023
Q2 | $1.59M | Buy |
13,780
+287
| +2% | +$33.1K | 0.36% | 29 |
|
|
2023
Q1 | $1.43M | Buy |
13,493
+932
| +7% | +$99.1K | 0.37% | 31 |
|
|
2022
Q4 | $1.39M | Buy |
+12,561
| New | +$1.39M | 0.44% | 32 |
|