SAM
Smithbridge Asset Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,489
| Closed | -$223K | – | 124 |
|
|
2025
Q1 | $223K | Buy |
+2,489
| New | +$223K | 0.04% | 122 |
|
|
2024
Q3 | $302K | Sell |
2,655
-150
| -5% | -$17K | 0.05% | 121 |
|
|
2024
Q2 | $347K | Buy |
2,805
+166
| +6% | +$20.6K | 0.07% | 121 |
|
|
2024
Q1 | $348K | Hold |
2,639
| – | – | 0.07% | 120 |
|
|
2023
Q4 | $288K | Sell |
2,639
-115
| -4% | -$12.6K | 0.07% | 125 |
|
|
2023
Q3 | $284K | Buy |
2,754
+250
| +10% | +$25.8K | 0.07% | 125 |
|
|
2023
Q2 | $289K | Buy |
2,504
+115
| +5% | +$13.3K | 0.07% | 125 |
|
|
2023
Q1 | $254K | Buy |
+2,389
| New | +$254K | 0.06% | 127 |
|