RSWM
Robertson Stephens Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
25,837
-9,609
| -27% | -$768K | 0.07% | 185 |
|
|
2025
Q1 | $3.21M | Sell |
35,446
-454
| -1% | -$41.1K | 0.11% | 148 |
|
|
2024
Q4 | $3.6M | Sell |
35,900
-4,148
| -10% | -$416K | 0.13% | 143 |
|
|
2024
Q3 | $4.58M | Buy |
40,048
+797
| +2% | +$91.1K | 0.17% | 122 |
|
|
2024
Q2 | $4.89M | Buy |
39,251
+7,069
| +22% | +$881K | 0.25% | 77 |
|
|
2024
Q1 | $4.27M | Sell |
32,182
-4,901
| -13% | -$650K | 0.23% | 79 |
|
|
2023
Q4 | $4.07M | Buy |
37,083
+2,959
| +9% | +$325K | 0.25% | 71 |
|
|
2023
Q3 | $3.54M | Buy |
34,124
+2,123
| +7% | +$220K | 0.24% | 89 |
|
|
2023
Q2 | $3.72M | Sell |
32,001
-73
| -0.2% | -$8.48K | 0.26% | 81 |
|
|
2023
Q1 | $3.44M | Sell |
32,074
-955
| -3% | -$102K | 0.26% | 83 |
|
|
2022
Q4 | $3.69M | Buy |
33,029
+97
| +0.3% | +$10.8K | 0.36% | 64 |
|
|
2022
Q3 | $2.86M | Sell |
32,932
-3,406
| -9% | -$296K | 0.3% | 69 |
|
|
2022
Q2 | $3.34M | Sell |
36,338
-347
| -0.9% | -$31.9K | 0.31% | 67 |
|
|
2022
Q1 | $3.04M | Buy |
36,685
+169
| +0.5% | +$14K | 0.25% | 80 |
|
|
2021
Q4 | $2.82M | Buy |
36,516
+18,313
| +101% | +$1.41M | 0.24% | 92 |
|
|
2021
Q3 | $1.38M | Buy |
18,203
+33
| +0.2% | +$2.5K | 0.16% | 90 |
|
|
2021
Q2 | $1.42M | Sell |
18,170
-1,347
| -7% | -$179K | 0.17% | 96 |
|
|
2021
Q1 | $1.52M | Buy |
19,517
+9,409
| +93% | +$731K | 0.24% | 74 |
|
|
2020
Q4 | $833K | Buy |
10,108
+1,193
| +13% | +$98.3K | 0.17% | 97 |
|
|
2020
Q3 | $744K | Buy |
8,915
+1,315
| +17% | +$110K | 0.18% | 104 |
|
|
2020
Q2 | $592K | Sell |
7,600
-6,337
| -45% | -$494K | 0.17% | 98 |
|
|
2020
Q1 | $1.08M | Buy |
13,937
+3,475
| +33% | +$270K | 0.37% | 62 |
|
|
2019
Q4 | $957K | Sell |
10,462
-9,029
| -46% | -$826K | 0.48% | 42 |
|
|
2019
Q3 | $1.65M | Buy |
+19,491
| New | +$1.65M | 0.84% | 29 |
|