SWMG
Signature Wealth Management Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,706
| Closed | -$243K | – | 120 |
|
|
2025
Q1 | $243K | Sell |
2,706
-1,760
| -39% | -$158K | 0.09% | 107 |
|
|
2024
Q4 | $444K | Sell |
4,466
-64
| -1% | -$6.37K | 0.18% | 87 |
|
|
2024
Q3 | $514K | Sell |
4,530
-304
| -6% | -$34.5K | 0.21% | 82 |
|
|
2024
Q2 | $598K | Sell |
4,834
-28,482
| -85% | -$3.53M | 0.26% | 80 |
|
|
2024
Q1 | $4.19M | Sell |
33,316
-1,512
| -4% | -$190K | 1.91% | 13 |
|
|
2023
Q4 | $3.8M | Buy |
+34,828
| New | +$3.8M | 1.76% | 19 |
|
|
2023
Q2 | $4.14M | Sell |
35,907
-1,032
| -3% | -$119K | 1.93% | 11 |
|
|
2023
Q1 | $3.93M | Sell |
36,939
-709
| -2% | -$75.4K | 1.86% | 18 |
|
|
2022
Q4 | $4.18M | Sell |
37,648
-7,209
| -16% | -$800K | 2.04% | 14 |
|
|
2022
Q3 | $3.86M | Sell |
44,857
-2,441
| -5% | -$210K | 1.96% | 12 |
|
|
2022
Q2 | $4.31M | Sell |
47,298
-2,705
| -5% | -$247K | 2.1% | 7 |
|
|
2022
Q1 | $4.1M | Buy |
50,003
+5,355
| +12% | +$439K | 1.85% | 14 |
|
|
2021
Q4 | $3.42M | Buy |
44,648
+172
| +0.4% | +$13.2K | 1.73% | 26 |
|
|
2021
Q3 | $3.34M | Buy |
44,476
+2,308
| +5% | +$173K | 1.86% | 23 |
|
|
2021
Q2 | $3.28M | Buy |
42,168
+2,367
| +6% | +$184K | 1.83% | 25 |
|
|
2021
Q1 | $3.07M | Buy |
39,801
+7,934
| +25% | +$612K | 1.8% | 33 |
|
|
2020
Q4 | $2.61M | Buy |
31,867
+1,624
| +5% | +$133K | 1.64% | 35 |
|
|
2020
Q3 | $2.51M | Buy |
30,243
+4,517
| +18% | +$375K | 1.81% | 31 |
|
|
2020
Q2 | $1.99M | Buy |
25,726
+18,431
| +253% | +$1.42M | 1.52% | 35 |
|
|
2020
Q1 | $561K | Buy |
+7,295
| New | +$561K | 0.49% | 57 |
|
|
2018
Q4 | – | Sell |
-2,393
| Closed | -$171K | – | 213 |
|
|
2018
Q3 | $171K | Sell |
2,393
-63
| -3% | -$4.5K | 0.13% | 72 |
|
|
2018
Q2 | $149K | Sell |
2,456
-25
| -1% | -$1.52K | 0.11% | 71 |
|
|
2018
Q1 | $135K | Sell |
2,481
-68
| -3% | -$3.7K | 0.1% | 73 |
|
|
2017
Q4 | $143K | Buy |
+2,549
| New | +$143K | 0.1% | 71 |
|