Signature Wealth Management Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
6,957
-49
| -0.7% | -$3.88K | 0.31% | 59 |
|
|
2025
Q1 | $629K | Sell |
7,006
-162
| -2% | -$14.5K | 0.41% | 47 |
|
|
2024
Q4 | $713K | Sell |
7,168
-25
| -0.3% | -$2.49K | 0.49% | 42 |
|
|
2024
Q3 | $817K | Buy |
7,193
+1
| +0% | +$114 | 0.59% | 31 |
|
|
2024
Q2 | $890K | Sell |
7,192
-337
| -4% | -$41.7K | 0.68% | 32 |
|
|
2024
Q1 | $993K | Sell |
7,529
-713
| -9% | -$94.1K | 0.81% | 27 |
|
|
2023
Q4 | $899K | Sell |
8,242
-29
| -0.4% | -$3.16K | 0.79% | 28 |
|
|
2023
Q3 | $852K | Buy |
8,271
+138
| +2% | +$14.2K | 0.83% | 29 |
|
|
2023
Q2 | $938K | Sell |
8,133
-665
| -8% | -$76.7K | 0.87% | 26 |
|
|
2023
Q1 | $936K | Sell |
8,798
-2,600
| -23% | -$277K | 0.87% | 28 |
|
|
2022
Q4 | $1.26M | Sell |
11,398
-265
| -2% | -$29.4K | 1.25% | 20 |
|
|
2022
Q3 | $1M | Sell |
11,663
-2,750
| -19% | -$237K | 1.11% | 22 |
|
|
2022
Q2 | $1.31M | Sell |
14,413
-905
| -6% | -$82.5K | 1.35% | 17 |
|
|
2022
Q1 | $1.26M | Sell |
15,318
-50
| -0.3% | -$4.1K | 1.07% | 24 |
|
|
2021
Q4 | $1.18M | Buy |
15,368
+50
| +0.3% | +$3.83K | 1% | 29 |
|
|
2021
Q3 | $1.15M | Buy |
15,318
+3,206
| +26% | +$241K | 1.04% | 26 |
|
|
2021
Q2 | $942K | Buy |
12,112
+2,901
| +31% | +$226K | 0.86% | 30 |
|
|
2021
Q1 | $678K | Hold |
9,211
| – | – | 0.65% | 41 |
|
|
2020
Q4 | $719K | Buy |
+9,211
| New | +$719K | 0.72% | 34 |
|