SSW
Smith Shellnut Wilson’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
3,039
| – | – | 0.1% | 120 |
|
|
2025
Q1 | $273K | Hold |
3,039
| – | – | 0.13% | 115 |
|
|
2024
Q4 | $302K | Hold |
3,039
| – | – | 0.13% | 106 |
|
|
2024
Q3 | $345K | Sell |
3,039
-200
| -6% | -$22.7K | 0.16% | 100 |
|
|
2024
Q2 | $401K | Hold |
3,239
| – | – | 0.19% | 83 |
|
|
2024
Q1 | $427K | Sell |
3,239
-200
| -6% | -$26.4K | 0.23% | 80 |
|
|
2023
Q4 | $375K | Hold |
3,439
| – | – | 0.22% | 84 |
|
|
2023
Q3 | $354K | Hold |
3,439
| – | – | 0.22% | 80 |
|
|
2023
Q2 | $397K | Sell |
3,439
-110
| -3% | -$12.7K | 0.22% | 78 |
|
|
2023
Q1 | $378K | Hold |
3,549
| – | – | 0.23% | 75 |
|
|
2022
Q4 | $394K | Hold |
3,549
| – | – | 0.24% | 72 |
|
|
2022
Q3 | $306K | Hold |
3,549
| – | – | 0.2% | 84 |
|
|
2022
Q2 | $324K | Hold |
3,549
| – | – | 0.2% | 91 |
|
|
2022
Q1 | $291K | Sell |
3,549
-1,148
| -24% | -$94.1K | 0.15% | 115 |
|
|
2021
Q4 | $360K | Buy |
4,697
+758
| +19% | +$58.1K | 0.18% | 107 |
|
|
2021
Q3 | $296K | Buy |
3,939
+1,252
| +47% | +$94.1K | 0.17% | 110 |
|
|
2021
Q2 | $209K | Hold |
2,687
| – | – | 0.12% | 130 |
|
|
2021
Q1 | $207K | Buy |
2,687
+110
| +4% | +$8.47K | 0.13% | 127 |
|
|
2020
Q4 | $211K | Buy |
2,577
+148
| +6% | +$12.1K | 0.13% | 125 |
|
|
2020
Q3 | $201 | Buy |
+2,429
| New | +$201 | 0.08% | 121 |
|