Smallwood Wealth Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $337K | Hold |
3,756
| – | – | 0.21% | 57 |
|
|
2024
Q4 | $374K | Hold |
3,756
| – | – | 0.25% | 53 |
|
|
2024
Q3 | $427K | Buy |
3,756
+200
| +6% | +$22.7K | 0.3% | 47 |
|
|
2024
Q2 | $440K | Hold |
3,556
| – | – | 0.34% | 44 |
|
|
2024
Q1 | $469K | Hold |
3,556
| – | – | 0.36% | 41 |
|
|
2023
Q4 | $388K | Sell |
3,556
-14,254
| -80% | -$1.55M | 0.32% | 43 |
|
|
2023
Q3 | $1.83M | Buy |
17,810
+119
| +0.7% | +$12.3K | 1.67% | 14 |
|
|
2023
Q2 | $2.04M | Sell |
17,691
-492
| -3% | -$56.8K | 1.82% | 14 |
|
|
2023
Q1 | $1.93M | Sell |
18,183
-858
| -5% | -$91.3K | 1.83% | 14 |
|
|
2022
Q4 | $2.11M | Sell |
19,041
-95
| -0.5% | -$10.5K | 1.79% | 13 |
|
|
2022
Q3 | $1.65M | Buy |
19,136
+888
| +5% | +$76.5K | 1.48% | 12 |
|
|
2022
Q2 | $1.66M | Buy |
18,248
+419
| +2% | +$38.2K | 1.69% | 13 |
|
|
2022
Q1 | $1.46M | Buy |
17,829
+204
| +1% | +$16.7K | 1.38% | 15 |
|
|
2021
Q4 | $1.35M | Buy |
+17,625
| New | +$1.35M | 1.26% | 14 |
|