SAM
Secure Asset Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
43,608
-5,657
| -11% | -$448K | 0.64% | 35 |
|
|
2025
Q1 | $4.42M | Buy |
49,265
+20,818
| +73% | +$1.87M | 0.89% | 21 |
|
|
2024
Q4 | $2.83M | Buy |
28,447
+293
| +1% | +$29.1K | 0.43% | 50 |
|
|
2024
Q3 | $3.2M | Buy |
28,154
+1,647
| +6% | +$187K | 0.54% | 38 |
|
|
2024
Q2 | $3.28M | Sell |
26,507
-1,883
| -7% | -$233K | 0.62% | 31 |
|
|
2024
Q1 | $3.75M | Sell |
28,390
-3,902
| -12% | -$515K | 0.88% | 19 |
|
|
2023
Q4 | $3.52M | Sell |
32,292
-453
| -1% | -$49.4K | 0.95% | 17 |
|
|
2023
Q3 | $3.37M | Buy |
32,745
+559
| +2% | +$57.5K | 1.01% | 21 |
|
|
2023
Q2 | $3.71M | Buy |
32,186
+689
| +2% | +$79.5K | 1.13% | 16 |
|
|
2023
Q1 | $3.35M | Buy |
31,497
+886
| +3% | +$94.3K | 1.12% | 14 |
|
|
2022
Q4 | $3.4M | Buy |
30,611
+881
| +3% | +$97.7K | 1.22% | 12 |
|
|
2022
Q3 | $2.56M | Sell |
29,730
-455
| -2% | -$39.2K | 1.43% | 12 |
|
|
2022
Q2 | $2.75M | Buy |
30,185
+115
| +0.4% | +$10.5K | 1.52% | 13 |
|
|
2022
Q1 | $2.47M | Buy |
30,070
+173
| +0.6% | +$14.2K | 1.11% | 15 |
|
|
2021
Q4 | $2.29M | Buy |
29,897
+1,209
| +4% | +$92.6K | 0.93% | 17 |
|
|
2021
Q3 | $2.16M | Sell |
28,688
-1,732
| -6% | -$130K | 1.06% | 17 |
|
|
2021
Q2 | $2.37M | Buy |
30,420
+612
| +2% | +$47.6K | 1.2% | 15 |
|
|
2021
Q1 | $2.3M | Sell |
29,808
-2,061
| -6% | -$159K | 1.28% | 17 |
|
|
2020
Q4 | $2.61M | Buy |
31,869
+903
| +3% | +$73.9K | 1.54% | 13 |
|
|
2020
Q3 | $2.57M | Sell |
30,966
-1,183
| -4% | -$98.1K | 1.76% | 10 |
|
|
2020
Q2 | $2.49M | Buy |
32,149
+3,314
| +11% | +$256K | 1.75% | 11 |
|
|
2020
Q1 | $2.22M | Sell |
28,835
-682
| -2% | -$52.5K | 2.39% | 11 |
|
|
2019
Q4 | $2.69M | Buy |
+29,517
| New | +$2.69M | 1.89% | 12 |
|