Smith Salley 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 | $12.2M | Buy |
154,683
+1,730
| +1% | +$137K | 0.71% | 43 |
|
|
2025
Q1 | $13.7M | Sell |
152,953
-15,227
| -9% | -$1.37M | 0.9% | 33 |
|
|
2024
Q4 | $16.7M | Sell |
168,180
-66
| -0% | -$6.57K | 1.07% | 32 |
|
|
2024
Q3 | $19.1M | Buy |
168,246
+3,908
| +2% | +$444K | 1.25% | 26 |
|
|
2024
Q2 | $20.3M | Buy |
164,338
+8,111
| +5% | +$1M | 1.46% | 20 |
|
|
2024
Q1 | $20.6M | Sell |
156,227
-51,748
| -25% | -$6.83M | 1.6% | 19 |
|
|
2023
Q4 | $22.7M | Buy |
207,975
+3,480
| +2% | +$379K | 1.47% | 22 |
|
|
2023
Q3 | $21.1M | Buy |
204,495
+12,572
| +7% | +$1.29M | 1.56% | 20 |
|
|
2023
Q2 | $22.1M | Buy |
191,923
+1,102
| +0.6% | +$127K | 1.63% | 18 |
|
|
2023
Q1 | $20.3M | Buy |
190,821
+3,473
| +2% | +$369K | 1.61% | 18 |
|
|
2022
Q4 | $20.8M | Buy |
187,348
+9,537
| +5% | +$1.06M | 1.78% | 16 |
|
|
2022
Q3 | $15.3M | Buy |
177,811
+2,223
| +1% | +$191K | 1.42% | 24 |
|
|
2022
Q2 | $16M | Buy |
175,588
+6,492
| +4% | +$592K | 1.39% | 24 |
|
|
2022
Q1 | $13.9M | Buy |
169,096
+4,084
| +2% | +$335K | 1.05% | 37 |
|
|
2021
Q4 | $12.6M | Buy |
165,012
+19,757
| +14% | +$1.51M | 0.9% | 38 |
|
|
2021
Q3 | $10.9M | Buy |
145,255
+2,502
| +2% | +$188K | 0.86% | 40 |
|
|
2021
Q2 | $11.1M | Sell |
142,753
-1,943
| -1% | -$151K | 0.9% | 39 |
|
|
2021
Q1 | $10.6M | Buy |
144,696
+9,091
| +7% | +$669K | 0.96% | 40 |
|
|
2020
Q4 | $10.6M | Buy |
135,605
+7,126
| +6% | +$556K | 1.07% | 37 |
|
|
2020
Q3 | $10.2M | Buy |
128,479
+877
| +0.7% | +$69.4K | 1.23% | 31 |
|
|
2020
Q2 | $9.42M | Buy |
127,602
+6,537
| +5% | +$482K | 1.26% | 31 |
|
|
2020
Q1 | $8.89M | Buy |
121,065
+2,221
| +2% | +$163K | 1.48% | 22 |
|
|
2019
Q4 | $10.3M | Sell |
118,844
-1,695
| -1% | -$147K | 1.36% | 27 |
|
|
2019
Q3 | $9.68M | Buy |
120,539
+4,154
| +4% | +$334K | 1.38% | 28 |
|
|
2019
Q2 | $9.31M | Buy |
116,385
+5,978
| +5% | +$478K | 1.4% | 25 |
|
|
2019
Q1 | $8.76M | Buy |
110,407
+1,059
| +1% | +$84K | 1.41% | 25 |
|
|
2018
Q4 | $7.97M | Buy |
109,348
+2,912
| +3% | +$212K | 1.47% | 19 |
|
|
2018
Q3 | $7.21M | Buy |
106,436
+2,723
| +3% | +$184K | 1.14% | 32 |
|
|
2018
Q2 | $6.01M | Buy |
103,713
+2,982
| +3% | +$173K | 1.03% | 38 |
|
|
2018
Q1 | $5.24M | Buy |
100,731
+2,024
| +2% | +$105K | 0.94% | 41 |
|
|
2017
Q4 | $5.3M | Buy |
98,707
+516
| +0.5% | +$27.7K | 0.95% | 39 |
|
|
2017
Q3 | $6M | Buy |
98,191
+1,621
| +2% | +$99K | 1.15% | 33 |
|
|
2017
Q2 | $5.91M | Sell |
96,570
-602
| -0.6% | -$36.8K | 1.19% | 29 |
|
|
2017
Q1 | $5.89M | Sell |
97,172
-1,542
| -2% | -$93.5K | 1.21% | 28 |
|
|
2016
Q4 | $5.55M | Buy |
98,714
+376
| +0.4% | +$21.1K | 1.15% | 32 |
|
|
2016
Q3 | $5.86M | Sell |
98,338
-489
| -0.5% | -$29.1K | 1.3% | 27 |
|
|
2016
Q2 | $5.43M | Sell |
98,827
-27,432
| -22% | -$1.51M | 1.27% | 29 |
|
|
2016
Q1 | $6.37M | Buy |
126,259
+1,719
| +1% | +$86.8K | 1.6% | 19 |
|
|
2015
Q4 | $6.28M | Sell |
124,540
-5,555
| -4% | -$280K | 1.56% | 19 |
|
|
2015
Q3 | $6.13M | Buy |
130,095
+6,387
| +5% | +$301K | 1.65% | 17 |
|
|
2015
Q2 | $6.72M | Buy |
123,708
+47,482
| +62% | +$2.58M | 1.71% | 14 |
|
|
2015
Q1 | $4.18M | Buy |
76,226
+58,679
| +334% | +$3.22M | 1.07% | 37 |
|
|
2014
Q4 | $951K | Sell |
17,547
-1,257
| -7% | -$68.1K | 0.25% | 102 |
|
|
2014
Q3 | $1.06M | Sell |
18,804
-3,873
| -17% | -$219K | 0.28% | 101 |
|
|
2014
Q2 | $1.25M | Buy |
+22,677
| New | +$1.25M | 0.33% | 91 |
|