MWM
Mission Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
30,331
-2,208
| -7% | -$175K | 0.05% | 186 |
|
|
2025
Q1 | $2.92M | Sell |
32,539
-213
| -0.7% | -$19.1K | 0.07% | 150 |
|
|
2024
Q4 | $3.26M | Sell |
32,752
-298
| -0.9% | -$29.6K | 0.08% | 125 |
|
|
2024
Q3 | $3.75M | Buy |
33,050
+43
| +0.1% | +$4.88K | 0.09% | 113 |
|
|
2024
Q2 | $4.09M | Buy |
33,007
+2,977
| +10% | +$369K | 0.11% | 101 |
|
|
2024
Q1 | $3.96M | Buy |
30,030
+3,173
| +12% | +$419K | 0.1% | 114 |
|
|
2023
Q4 | $2.93M | Buy |
26,857
+373
| +1% | +$40.7K | 0.1% | 108 |
|
|
2023
Q3 | $2.73M | Sell |
26,484
-687
| -3% | -$70.7K | 0.1% | 103 |
|
|
2023
Q2 | $3.14M | Buy |
27,171
+547
| +2% | +$63.1K | 0.12% | 90 |
|
|
2023
Q1 | $2.83M | Buy |
26,624
+33
| +0.1% | +$3.51K | 0.12% | 98 |
|
|
2022
Q4 | $2.95M | Sell |
26,591
-186
| -0.7% | -$20.6K | 0.14% | 92 |
|
|
2022
Q3 | $2.31M | Buy |
26,777
+1,588
| +6% | +$137K | 0.12% | 98 |
|
|
2022
Q2 | $2.3M | Buy |
25,189
+1,080
| +4% | +$98.4K | 0.12% | 93 |
|
|
2022
Q1 | $1.98M | Buy |
24,109
+160
| +0.7% | +$13.1K | 0.09% | 112 |
|
|
2021
Q4 | $1.84M | Sell |
23,949
-436
| -2% | -$33.4K | 0.08% | 118 |
|
|
2021
Q3 | $1.83M | Sell |
24,385
-82
| -0.3% | -$6.16K | 0.09% | 107 |
|
|
2021
Q2 | $1.9M | Buy |
24,467
+1,674
| +7% | +$130K | 0.1% | 102 |
|
|
2021
Q1 | $1.76M | Buy |
22,793
+1,190
| +6% | +$91.7K | 0.1% | 99 |
|
|
2020
Q4 | $1.77M | Buy |
21,603
+571
| +3% | +$46.7K | 0.11% | 93 |
|
|
2020
Q3 | $1.75M | Buy |
21,032
+638
| +3% | +$52.9K | 0.13% | 82 |
|
|
2020
Q2 | $1.58M | Buy |
20,394
+2,863
| +16% | +$221K | 0.14% | 85 |
|
|
2020
Q1 | $1.35M | Sell |
17,531
-266
| -1% | -$20.5K | 0.15% | 82 |
|
|
2019
Q4 | $1.62M | Buy |
17,797
+333
| +2% | +$30.3K | 0.16% | 85 |
|
|
2019
Q3 | $1.47M | Sell |
17,464
-1,097
| -6% | -$92.3K | 0.16% | 80 |
|
|
2019
Q2 | $1.56M | Buy |
18,561
+899
| +5% | +$75.4K | 0.17% | 70 |
|
|
2019
Q1 | $1.47M | Sell |
17,662
-352
| -2% | -$29.3K | 0.17% | 74 |
|
|
2018
Q4 | $1.38M | Sell |
18,014
-70
| -0.4% | -$5.35K | 0.18% | 67 |
|
|
2018
Q3 | $1.28M | Sell |
18,084
-2,948
| -14% | -$209K | 0.17% | 74 |
|
|
2018
Q2 | $1.28M | Sell |
21,032
-3,498
| -14% | -$212K | 0.19% | 69 |
|
|
2018
Q1 | $1.34M | Sell |
24,530
-459
| -2% | -$25K | 0.22% | 57 |
|
|
2017
Q4 | $1.41M | Sell |
24,989
-2,433
| -9% | -$137K | 0.24% | 51 |
|
|
2017
Q3 | $1.76M | Sell |
27,422
-6,941
| -20% | -$444K | 0.32% | 37 |
|
|
2017
Q2 | $2.2M | Buy |
34,363
+199
| +0.6% | +$12.8K | 0.42% | 34 |
|
|
2017
Q1 | $2.17M | Sell |
34,164
-8,640
| -20% | -$549K | 0.42% | 33 |
|
|
2016
Q4 | $2.52M | Sell |
42,804
-8,609
| -17% | -$507K | 0.5% | 28 |
|
|
2016
Q3 | $3.21M | Buy |
51,413
+5,200
| +11% | +$325K | 0.78% | 20 |
|
|
2016
Q2 | $2.66M | Sell |
46,213
-120
| -0.3% | -$6.91K | 0.71% | 20 |
|
|
2016
Q1 | $2.45M | Buy |
46,333
+29,543
| +176% | +$1.56M | 0.66% | 23 |
|
|
2015
Q4 | $887K | Buy |
16,790
+3,212
| +24% | +$170K | 0.25% | 42 |
|
|
2015
Q3 | $671K | Sell |
13,578
-1,159
| -8% | -$57.3K | 0.2% | 52 |
|
|
2015
Q2 | $847K | Buy |
+14,737
| New | +$847K | 0.29% | 40 |
|