SSWM
Sheets Smith Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
20,316
-23
| -0.1% | -$1.82K | 0.19% | 113 |
|
|
2025
Q1 | $1.83M | Buy |
20,339
+6
| +0% | +$539 | 0.23% | 99 |
|
|
2024
Q4 | $2.02M | Sell |
20,333
-1,472
| -7% | -$146K | 0.25% | 96 |
|
|
2024
Q3 | $2.48M | Sell |
21,805
-126
| -0.6% | -$14.3K | 0.3% | 80 |
|
|
2024
Q2 | $2.72M | Sell |
21,931
-394
| -2% | -$48.8K | 0.32% | 74 |
|
|
2024
Q1 | $2.95M | Buy |
22,325
+95
| +0.4% | +$12.5K | 0.33% | 73 |
|
|
2023
Q4 | $2.42M | Sell |
22,230
-1,181
| -5% | -$129K | 0.34% | 77 |
|
|
2023
Q3 | $2.41M | Sell |
23,411
-37
| -0.2% | -$3.81K | 0.37% | 75 |
|
|
2023
Q2 | $2.71M | Sell |
23,448
-529
| -2% | -$61K | 0.4% | 63 |
|
|
2023
Q1 | $2.55M | Sell |
23,977
-4
| -0% | -$426 | 0.39% | 62 |
|
|
2022
Q4 | $2.66M | Sell |
23,981
-104
| -0.4% | -$11.5K | 0.42% | 59 |
|
|
2022
Q3 | $2.07M | Buy |
24,085
+1,276
| +6% | +$110K | 0.35% | 74 |
|
|
2022
Q2 | $2.08M | Sell |
22,809
-574
| -2% | -$52.3K | 0.34% | 71 |
|
|
2022
Q1 | $1.92M | Sell |
23,383
-1,358
| -5% | -$111K | 0.26% | 90 |
|
|
2021
Q4 | $1.9M | Buy |
24,741
+124
| +0.5% | +$9.5K | 0.24% | 98 |
|
|
2021
Q3 | $1.85M | Buy |
24,617
+718
| +3% | +$53.9K | 0.25% | 103 |
|
|
2021
Q2 | $1.86M | Buy |
23,899
+555
| +2% | +$43.2K | 0.25% | 94 |
|
|
2021
Q1 | $1.8M | Buy |
23,344
+4,328
| +23% | +$334K | 0.26% | 98 |
|
|
2020
Q4 | $1.56M | Buy |
19,016
+1,735
| +10% | +$142K | 0.24% | 104 |
|
|
2020
Q3 | $1.43M | Buy |
17,281
+1,221
| +8% | +$101K | 0.25% | 98 |
|
|
2020
Q2 | $1.24M | Buy |
16,060
+70
| +0.4% | +$5.41K | 0.25% | 93 |
|
|
2020
Q1 | $1.23M | Buy |
15,990
+9
| +0.1% | +$692 | 0.26% | 96 |
|
|
2019
Q4 | $1.45M | Buy |
15,981
+517
| +3% | +$47K | 0.28% | 90 |
|
|
2019
Q3 | $1.3M | Buy |
15,464
+8
| +0.1% | +$674 | 0.27% | 98 |
|
|
2019
Q2 | $1.3M | Buy |
15,456
+9
| +0.1% | +$755 | 0.27% | 97 |
|
|
2019
Q1 | $1.29M | Buy |
15,447
+10
| +0.1% | +$832 | 0.28% | 97 |
|
|
2018
Q4 | $1.18M | Buy |
15,437
+8
| +0.1% | +$612 | 0.32% | 87 |
|
|
2018
Q3 | $1.1M | Buy |
15,429
+10
| +0.1% | +$710 | 0.23% | 108 |
|
|
2018
Q2 | $936K | Buy |
15,419
+11
| +0.1% | +$668 | 0.22% | 111 |
|
|
2018
Q1 | $839K | Sell |
15,408
-239
| -2% | -$13K | 0.2% | 132 |
|
|
2017
Q4 | $880K | Sell |
15,647
-1,360
| -8% | -$76.5K | 0.21% | 128 |
|
|
2017
Q3 | $1.09M | Buy |
17,007
+9
| +0.1% | +$576 | 0.27% | 98 |
|
|
2017
Q2 | $1.09M | Buy |
16,998
+51
| +0.3% | +$3.27K | 0.29% | 97 |
|
|
2017
Q1 | $1.08M | Buy |
16,947
+9
| +0.1% | +$572 | 0.29% | 100 |
|
|
2016
Q4 | $997K | Sell |
16,938
-119
| -0.7% | -$7.01K | 0.28% | 99 |
|
|
2016
Q3 | $1.07M | Buy |
17,057
+609
| +4% | +$38K | 0.3% | 89 |
|
|
2016
Q2 | $948K | Sell |
16,448
-130
| -0.8% | -$7.49K | 0.28% | 107 |
|
|
2016
Q1 | $877K | Sell |
16,578
-700
| -4% | -$37K | 0.27% | 103 |
|
|
2015
Q4 | $913K | Buy |
+17,278
| New | +$913K | 0.28% | 101 |
|