MWM
MinichMacGregor Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,799
| Closed | -$251K | – | 136 |
|
|
2025
Q1 | $251K | Sell |
2,799
-350
| -11% | -$31.4K | 0.06% | 111 |
|
|
2024
Q4 | $313K | Buy |
3,149
+261
| +9% | +$26K | 0.07% | 94 |
|
|
2024
Q3 | $328K | Buy |
2,888
+5
| +0.2% | +$568 | 0.07% | 86 |
|
|
2024
Q2 | $357K | Sell |
2,883
-263
| -8% | -$32.6K | 0.09% | 74 |
|
|
2024
Q1 | $412K | Sell |
3,146
-852
| -21% | -$112K | 0.11% | 68 |
|
|
2023
Q4 | $436K | Buy |
3,998
+1,008
| +34% | +$110K | 0.13% | 59 |
|
|
2023
Q3 | $308K | Buy |
2,990
+9
| +0.3% | +$927 | 0.1% | 72 |
|
|
2023
Q2 | $344K | Sell |
2,981
-9
| -0.3% | -$1.04K | 0.11% | 67 |
|
|
2023
Q1 | $318K | Buy |
2,990
+1,286
| +75% | +$137K | 0.11% | 71 |
|
|
2022
Q4 | $189K | Buy |
+1,704
| New | +$189K | 0.07% | 82 |
|
|
2019
Q1 | – | Sell |
-26,828
| Closed | -$1.72M | – | 95 |
|
|
2018
Q4 | $1.72M | Buy |
26,828
+25,265
| +1,616% | +$1.62M | 1.18% | 30 |
|
|
2018
Q3 | $111K | Sell |
1,563
-300
| -16% | -$21.3K | 0.07% | 75 |
|
|
2018
Q2 | $112K | Buy |
1,863
+100
| +6% | +$5.97K | 0.08% | 72 |
|
|
2018
Q1 | $96K | Sell |
1,763
-8
| -0.5% | -$416 | 0.07% | 73 |
|
|
2017
Q4 | $99K | Sell |
1,771
-409
| -19% | -$22.9K | 0.08% | 67 |
|
|
2017
Q3 | $139K | Buy |
2,180
+4
| +0.2% | +$304 | 0.12% | 50 |
|
|
2017
Q2 | $139K | Buy |
2,176
+7
| +0.3% | +$427 | 0.12% | 50 |
|
|
2017
Q1 | $137K | Sell |
2,169
-493
| -19% | -$31.2K | 0.12% | 49 |
|
|
2016
Q4 | $156K | Sell |
2,662
-8
| -0.3% | -$447 | 0.15% | 43 |
|
|
2016
Q3 | $166K | Hold |
2,670
| – | – | 0.16% | 41 |
|
|
2016
Q2 | $153K | Sell |
2,670
-648
| -20% | -$37.1K | 0.14% | 44 |
|
|
2016
Q1 | $175K | Buy |
3,318
+479
| +17% | +$25.3K | 0.17% | 42 |
|
|
2015
Q4 | $172K | Buy |
+2,839
| New | +$172K | 0.16% | 37 |
|