OBWP
O'Brien Wealth Partners’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Sell |
2,130
-220
| -9% | -$17.4K | 0.03% | 54 |
|
|
2025
Q1 | $211K | Buy |
2,350
+250
| +12% | +$22.4K | 0.04% | 47 |
|
|
2024
Q4 | $209K | Hold |
2,100
| – | – | 0.04% | 47 |
|
|
2024
Q3 | $238K | Sell |
2,100
-20
| -0.9% | -$2.27K | 0.05% | 41 |
|
|
2024
Q2 | $262K | Sell |
2,120
-21
| -1% | -$2.6K | 0.06% | 36 |
|
|
2024
Q1 | $283K | Sell |
2,141
-14
| -0.6% | -$1.85K | 0.07% | 36 |
|
|
2023
Q4 | $235K | Buy |
2,155
+23
| +1% | +$2.51K | 0.06% | 40 |
|
|
2023
Q3 | $219K | Hold |
2,132
| – | – | 0.06% | 39 |
|
|
2023
Q2 | $246K | Sell |
2,132
-54
| -2% | -$6.23K | 0.07% | 35 |
|
|
2023
Q1 | $233K | Sell |
2,186
-82
| -4% | -$8.72K | 0.07% | 37 |
|
|
2022
Q4 | $252K | Buy |
2,268
+36
| +2% | +$3.99K | 0.1% | 34 |
|
|
2022
Q3 | $192K | Sell |
2,232
-4
| -0.2% | -$344 | 0.08% | 49 |
|
|
2022
Q2 | $204K | Sell |
2,236
-18
| -0.8% | -$1.64K | 0.09% | 49 |
|
|
2022
Q1 | $198K | Buy |
2,254
+82
| +4% | +$7.2K | 0.08% | 41 |
|
|
2021
Q4 | $167K | Hold |
2,172
| – | – | 0.06% | 45 |
|
|
2021
Q3 | $177K | Sell |
2,172
-970
| -31% | -$79K | 0.06% | 37 |
|
|
2021
Q2 | $245K | Buy |
3,142
+344
| +12% | +$26.8K | 0.08% | 37 |
|
|
2021
Q1 | $211K | Sell |
2,798
-47
| -2% | -$3.54K | 0.07% | 40 |
|
|
2020
Q4 | $236K | Sell |
2,845
-464
| -14% | -$38.5K | 0.09% | 32 |
|
|
2020
Q3 | $266K | Buy |
3,309
+630
| +24% | +$50.6K | 0.11% | 28 |
|
|
2020
Q2 | $205K | Buy |
+2,679
| New | +$205K | 0.09% | 30 |
|
|
2020
Q1 | – | Sell |
-4,399
| Closed | -$403K | – | 42 |
|
|
2019
Q4 | $403K | Buy |
4,399
+1,251
| +40% | +$115K | 0.29% | 24 |
|
|
2019
Q3 | $265K | Hold |
3,148
| – | – | 0.21% | 31 |
|
|
2019
Q2 | $269K | Sell |
3,148
-133
| -4% | -$11.4K | 0.2% | 29 |
|
|
2019
Q1 | $273K | Buy |
3,281
+133
| +4% | +$11.1K | 0.19% | 27 |
|
|
2018
Q4 | $235K | Hold |
3,148
| – | – | 0.16% | 34 |
|
|
2018
Q3 | $223K | Buy |
+3,148
| New | +$223K | 0.14% | 33 |
|
|
2018
Q2 | – | Sell |
-1,750
| Closed | -$95K | – | 149 |
|
|
2018
Q1 | $95K | Buy |
+1,750
| New | +$95K | 0.07% | 45 |
|