Smallwood Wealth Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $317K | Buy |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2.11M | Sell |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.35M | Buy |
|