Smith & Howard Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,246
| Closed | -$202K | – | 82 |
|
|
2025
Q1 | $202K | Sell |
2,246
-114
| -5% | -$10.2K | 0.05% | 80 |
|
|
2024
Q4 | $235K | Hold |
2,360
| – | – | 0.07% | 71 |
|
|
2024
Q3 | $268K | Hold |
2,360
| – | – | 0.08% | 68 |
|
|
2024
Q2 | $292K | Buy |
2,360
+179
| +8% | +$22.2K | 0.09% | 64 |
|
|
2024
Q1 | $288K | Sell |
2,181
-2,897
| -57% | -$382K | 0.09% | 61 |
|
|
2023
Q4 | $554K | Sell |
5,078
-2,459
| -33% | -$268K | 0.2% | 40 |
|
|
2023
Q3 | $776K | Buy |
7,537
+36
| +0.5% | +$3.71K | 0.27% | 37 |
|
|
2023
Q2 | $866K | Buy |
7,501
+294
| +4% | +$33.9K | 0.3% | 34 |
|
|
2023
Q1 | $767K | Buy |
7,207
+2,593
| +56% | +$276K | 0.26% | 38 |
|
|
2022
Q4 | $512K | Sell |
4,614
-2,594
| -36% | -$288K | 0.2% | 40 |
|
|
2022
Q3 | $621K | Sell |
7,208
-152
| -2% | -$13.1K | 0.26% | 41 |
|
|
2022
Q2 | $671K | Buy |
7,360
+2,752
| +60% | +$251K | 0.28% | 40 |
|
|
2022
Q1 | $378K | Buy |
4,608
+22
| +0.5% | +$1.81K | 0.16% | 47 |
|
|
2021
Q4 | $351K | Sell |
4,586
-2,345
| -34% | -$179K | 0.16% | 51 |
|
|
2021
Q3 | $521K | Buy |
6,931
+42
| +0.6% | +$3.16K | 0.25% | 41 |
|
|
2021
Q2 | $536K | Sell |
6,889
-287
| -4% | -$22.3K | 0.25% | 39 |
|
|
2021
Q1 | $528K | Buy |
7,176
+41
| +0.6% | +$3.02K | 0.27% | 40 |
|
|
2020
Q4 | $557K | Sell |
7,135
-3,154
| -31% | -$246K | 0.3% | 37 |
|
|
2020
Q3 | $814K | Sell |
10,289
-75
| -0.7% | -$5.93K | 0.48% | 30 |
|
|
2020
Q2 | $765K | Sell |
10,364
-104
| -1% | -$7.68K | 0.48% | 33 |
|
|
2020
Q1 | $769K | Sell |
10,468
-419
| -4% | -$30.8K | 0.49% | 32 |
|
|
2019
Q4 | $945K | Buy |
10,887
+815
| +8% | +$70.7K | 0.32% | 34 |
|
|
2019
Q3 | $809K | Buy |
10,072
+787
| +8% | +$63.2K | 0.32% | 34 |
|
|
2019
Q2 | $743K | Sell |
9,285
-679
| -7% | -$54.3K | 0.31% | 28 |
|
|
2019
Q1 | $791K | Buy |
9,964
+5,659
| +131% | +$449K | 0.39% | 24 |
|
|
2018
Q4 | $314K | Buy |
+4,305
| New | +$314K | 0.17% | 38 |
|
|
2014
Q1 | – | Sell |
-639
| Closed | -$31K | – | 155 |
|
|
2013
Q4 | $31K | Buy |
639
+6
| +0.9% | +$291 | 0.02% | 135 |
|
|
2013
Q3 | $29K | Buy |
633
+5
| +0.8% | +$229 | 0.02% | 137 |
|
|
2013
Q2 | $28K | Buy |
+628
| New | +$28K | 0.02% | 117 |
|