SWM
Segment Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
15,098
-1,405
| -9% | -$111K | 0.08% | 141 |
|
|
2025
Q1 | $1.48M | Sell |
16,503
-805
| -5% | -$72.3K | 0.1% | 121 |
|
|
2024
Q4 | $1.72M | Buy |
17,308
+177
| +1% | +$17.6K | 0.12% | 105 |
|
|
2024
Q3 | $1.95M | Buy |
17,131
+2
| +0% | +$227 | 0.13% | 99 |
|
|
2024
Q2 | $2.12M | Buy |
17,129
+2,894
| +20% | +$358K | 0.16% | 94 |
|
|
2024
Q1 | $1.88M | Buy |
14,235
+1,388
| +11% | +$183K | 0.14% | 100 |
|
|
2023
Q4 | $1.4M | Buy |
12,847
+4,058
| +46% | +$442K | 0.12% | 111 |
|
|
2023
Q3 | $905K | Buy |
8,789
+68
| +0.8% | +$7K | 0.09% | 127 |
|
|
2023
Q2 | $1.01M | Sell |
8,721
-4,052
| -32% | -$468K | 0.1% | 116 |
|
|
2023
Q1 | $1.36M | Buy |
12,773
+2
| +0% | +$213 | 0.15% | 91 |
|
|
2022
Q4 | $1.42M | Buy |
12,771
+2
| +0% | +$222 | 0.16% | 93 |
|
|
2022
Q3 | $1.1M | Sell |
12,769
-284
| -2% | -$24.5K | 0.14% | 95 |
|
|
2022
Q2 | $1.19M | Sell |
13,053
-1,615
| -11% | -$147K | 0.15% | 93 |
|
|
2022
Q1 | $1.2M | Sell |
14,668
-603
| -4% | -$49.5K | 0.12% | 108 |
|
|
2021
Q4 | $1.17M | Buy |
15,271
+2,778
| +22% | +$213K | 0.12% | 111 |
|
|
2021
Q3 | $938K | Sell |
12,493
-198
| -2% | -$14.9K | 0.11% | 121 |
|
|
2021
Q2 | $987K | Buy |
12,691
+103
| +0.8% | +$8.01K | 0.12% | 115 |
|
|
2021
Q1 | $970K | Sell |
12,588
-348
| -3% | -$26.8K | 0.13% | 112 |
|
|
2020
Q4 | $1.06M | Sell |
12,936
-457
| -3% | -$37.4K | 0.15% | 100 |
|
|
2020
Q3 | $1.11M | Sell |
13,393
-670
| -5% | -$55.6K | 0.18% | 96 |
|
|
2020
Q2 | $1.09M | Sell |
14,063
-1,597
| -10% | -$124K | 0.2% | 92 |
|
|
2020
Q1 | $1.21M | Sell |
15,660
-4,608
| -23% | -$355K | 0.27% | 84 |
|
|
2019
Q4 | $1.84M | Buy |
20,268
+5,920
| +41% | +$538K | 0.31% | 83 |
|
|
2019
Q3 | $1.21M | Sell |
14,348
-2,998
| -17% | -$252K | 0.24% | 89 |
|
|
2019
Q2 | $1.45M | Sell |
17,346
-100
| -0.6% | -$8.38K | 0.3% | 82 |
|
|
2019
Q1 | $1.45M | Buy |
17,446
+853
| +5% | +$70.9K | 0.31% | 84 |
|
|
2018
Q4 | $1.27M | Sell |
16,593
-7,971
| -32% | -$609K | 0.32% | 82 |
|
|
2018
Q3 | $1.74M | Buy |
24,564
+2,753
| +13% | +$195K | 0.38% | 85 |
|
|
2018
Q2 | $1.33M | Buy |
21,811
+175
| +0.8% | +$10.6K | 0.31% | 88 |
|
|
2018
Q1 | $1.18M | Buy |
21,636
+2,774
| +15% | +$151K | 0.29% | 90 |
|
|
2017
Q4 | $1.06M | Sell |
18,862
-1,157
| -6% | -$65.1K | 0.26% | 94 |
|
|
2017
Q3 | $1.28M | Buy |
20,019
+1,142
| +6% | +$73.1K | 0.34% | 85 |
|
|
2017
Q2 | $1.21M | Buy |
18,877
+2,856
| +18% | +$183K | 0.33% | 85 |
|
|
2017
Q1 | $1.02M | Buy |
16,021
+1,018
| +7% | +$64.7K | 0.33% | 87 |
|
|
2016
Q4 | $883K | Buy |
15,003
+440
| +3% | +$25.9K | 0.32% | 83 |
|
|
2016
Q3 | $909K | Buy |
14,563
+2
| +0% | +$125 | 0.36% | 80 |
|
|
2016
Q2 | $839K | Sell |
14,561
-3,326
| -19% | -$192K | 0.35% | 70 |
|
|
2016
Q1 | $946K | Sell |
17,887
-407
| -2% | -$21.5K | 0.35% | 71 |
|
|
2015
Q4 | $966K | Sell |
18,294
-607
| -3% | -$32.1K | 0.37% | 70 |
|
|
2015
Q3 | $933K | Sell |
18,901
-40,421
| -68% | -$2M | 0.36% | 73 |
|
|
2015
Q2 | $3.38M | Sell |
59,322
-112
| -0.2% | -$6.38K | 1.17% | 25 |
|
|
2015
Q1 | $3.42M | Buy |
59,434
+4,495
| +8% | +$258K | 1.14% | 24 |
|
|
2014
Q4 | $3.12M | Buy |
54,939
+1,385
| +3% | +$78.7K | 1.2% | 21 |
|
|
2014
Q3 | $3.18M | Buy |
53,554
+1,966
| +4% | +$117K | 1.21% | 17 |
|
|
2014
Q2 | $2.98M | Buy |
51,588
+2,011
| +4% | +$116K | 1.16% | 19 |
|
|
2014
Q1 | $2.81M | Buy |
49,577
+4,344
| +10% | +$247K | 1.31% | 19 |
|
|
2013
Q4 | $2.26M | Buy |
45,233
+1,945
| +4% | +$97.4K | 1.12% | 22 |
|
|
2013
Q3 | $2.06M | Buy |
43,288
+1,498
| +4% | +$71.3K | 1.12% | 23 |
|
|
2013
Q2 | $1.94M | Buy |
+41,790
| New | +$1.94M | 1.16% | 20 |
|