MWPCG
Measured Wealth Private Client Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
3,175
+584
| +23% | +$46.2K | 0.08% | 156 |
|
|
2025
Q1 | $233K | Sell |
2,591
-1,025
| -28% | -$92K | 0.07% | 155 |
|
|
2024
Q4 | $360K | Sell |
3,616
-493
| -12% | -$49K | 0.12% | 114 |
|
|
2024
Q3 | $467K | Sell |
4,109
-1,702
| -29% | -$193K | 0.16% | 84 |
|
|
2024
Q2 | $719K | Sell |
5,811
-428
| -7% | -$53K | 0.25% | 61 |
|
|
2024
Q1 | $823K | Sell |
6,239
-31
| -0.5% | -$4.09K | 0.29% | 52 |
|
|
2023
Q4 | $684K | Sell |
6,270
-4,801
| -43% | -$523K | 0.25% | 68 |
|
|
2023
Q3 | $1.14M | Buy |
11,071
+263
| +2% | +$27.1K | 0.46% | 32 |
|
|
2023
Q2 | $1.25M | Buy |
10,808
+516
| +5% | +$59.5K | 0.47% | 27 |
|
|
2023
Q1 | $1.09M | Buy |
10,292
+18
| +0.2% | +$1.92K | 0.42% | 35 |
|
|
2022
Q4 | $1.14M | Sell |
10,274
-94
| -0.9% | -$10.4K | 0.47% | 30 |
|
|
2022
Q3 | $893K | Buy |
10,368
+154
| +2% | +$13.3K | 0.39% | 36 |
|
|
2022
Q2 | $931K | Buy |
10,214
+2,629
| +35% | +$240K | 0.41% | 38 |
|
|
2022
Q1 | $622K | Buy |
7,585
+1,790
| +31% | +$147K | 0.23% | 54 |
|
|
2021
Q4 | $444K | Buy |
5,795
+364
| +7% | +$27.9K | 0.16% | 85 |
|
|
2021
Q3 | $408K | Sell |
5,431
-7,410
| -58% | -$557K | 0.16% | 85 |
|
|
2021
Q2 | $999K | Buy |
12,841
+1,320
| +11% | +$103K | 0.32% | 49 |
|
|
2021
Q1 | $888K | Buy |
11,521
+4,489
| +64% | +$346K | 0.31% | 47 |
|
|
2020
Q4 | $575K | Sell |
7,032
-1,078
| -13% | -$88.1K | 0.24% | 53 |
|
|
2020
Q3 | $673K | Buy |
8,110
+384
| +5% | +$31.9K | 0.33% | 51 |
|
|
2020
Q2 | $597K | Buy |
7,726
+2,080
| +37% | +$161K | 0.35% | 46 |
|
|
2020
Q1 | $434K | Sell |
5,646
-177
| -3% | -$13.6K | 0.34% | 47 |
|
|
2019
Q4 | $530K | Sell |
5,823
-380
| -6% | -$34.6K | 0.35% | 42 |
|
|
2019
Q3 | $522K | Sell |
6,203
-870
| -12% | -$73.2K | 0.34% | 49 |
|
|
2019
Q2 | $593K | Buy |
7,073
+101
| +1% | +$8.47K | 0.34% | 53 |
|
|
2019
Q1 | $580K | Buy |
6,972
+2,635
| +61% | +$219K | 0.36% | 56 |
|
|
2018
Q4 | $331K | Sell |
4,337
-3,756
| -46% | -$287K | 0.3% | 52 |
|
|
2018
Q3 | $574K | Hold |
8,093
| – | – | 0.34% | 39 |
|
|
2018
Q2 | $491K | Buy |
+8,093
| New | +$491K | 0.4% | 41 |
|
|
2017
Q3 | $491K | Buy |
+7,667
| New | +$491K | 0.67% | 27 |
|