Merriman Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $527K | Buy |
5,262
+384
| +8% | +$39.6K | 0.02% | 129 |
|
|
2024
Q3 | $557K | Buy |
4,878
+195
| +4% | +$23.2K | 0.02% | 142 |
|
|
2024
Q2 | $583K | Buy |
4,683
+77
| +2% | +$9.92K | 0.03% | 131 |
|
|
2024
Q1 | $611K | Buy |
4,606
+374
| +9% | +$46.1K | 0.03% | 123 |
|
|
2023
Q4 | $464K | Buy |
4,232
+127
| +3% | +$13.2K | 0.02% | 134 |
|
|
2023
Q3 | $426K | Sell |
4,105
-75
| -2% | -$8.08K | 0.02% | 127 |
|
|
2023
Q2 | $485K | Buy |
4,180
+62
| +2% | +$7.04K | 0.02% | 145 |
|
|
2023
Q1 | $441K | Buy |
4,118
+458
| +13% | +$49.4K | 0.02% | 140 |
|
|
2022
Q4 | $409K | Sell |
3,660
-2,047
| -36% | -$209K | 0.02% | 151 |
|
|
2022
Q3 | $495K | Buy |
5,707
+2,644
| +86% | +$236K | 0.03% | 102 |
|
|
2022
Q2 | $281K | Sell |
3,063
-232
| -7% | -$20.6K | 0.02% | 131 |
|
|
2022
Q1 | $270K | Buy |
3,295
+10
| +0.3% | +$788 | 0.02% | 175 |
|
|
2021
Q4 | $252K | Sell |
3,285
-299
| -8% | -$23.8K | 0.02% | 190 |
|
|
2021
Q3 | $269K | Buy |
3,584
+56
| +2% | +$4.26K | 0.02% | 171 |
|
|
2021
Q2 | $274K | Buy |
3,528
+215
| +6% | +$16K | 0.02% | 191 |
|
|
2021
Q1 | $244K | Buy |
3,313
+35
| +1% | +$2.58K | 0.03% | 169 |
|
|
2020
Q4 | $256K | Buy |
3,278
+51
| +2% | +$3.9K | 0.03% | 182 |
|
|
2020
Q3 | $255K | Hold |
3,227
| – | – | 0.04% | 145 |
|
|
2020
Q2 | $238K | Sell |
3,227
-745
| -19% | -$56.1K | 0.04% | 145 |
|
|
2020
Q1 | $292K | Buy |
3,972
+183
| +5% | +$14.4K | 0.06% | 119 |
|
|
2019
Q4 | $329K | Buy |
3,789
+32
| +0.9% | +$2.63K | 0.06% | 145 |
|
|
2019
Q3 | $302K | Sell |
3,757
-156
| -4% | -$12.5K | 0.06% | 142 |
|
|
2019
Q2 | $3.16K | Sell |
3,913
-7
| -0.2% | -$536 | 0.06% | 146 |
|
|
2019
Q1 | $311K | Buy |
3,920
+158
| +4% | +$11.8K | 0.06% | 161 |
|
|
2018
Q4 | $274K | Sell |
3,762
-245
| -6% | -$17.3K | 0.06% | 131 |
|
|
2018
Q3 | $271K | Sell |
4,007
-487
| -11% | -$31K | 0.06% | 149 |
|
|
2018
Q2 | $260K | Sell |
4,494
-594
| -12% | -$33.5K | 0.06% | 145 |
|
|
2018
Q1 | $264K | Sell |
5,088
-1,739
| -25% | -$93.9K | 0.07% | 160 |
|
|
2017
Q4 | $367K | Buy |
6,827
+2,306
| +51% | +$128K | 0.09% | 134 |
|
|
2017
Q3 | $276K | Buy |
+4,521
| New | +$274K | 0.07% | 132 |
|
Other funds holding MRK
