SVWAG
Sound View Wealth Advisors Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Buy |
63,089
+9,132
| +17% | +$723K | 0.37% | 66 |
|
|
2025
Q1 | $4.84M | Buy |
53,957
+1,967
| +4% | +$177K | 0.4% | 61 |
|
|
2024
Q4 | $5.17M | Buy |
51,990
+380
| +0.7% | +$37.8K | 0.42% | 57 |
|
|
2024
Q3 | $5.86M | Buy |
51,610
+3,121
| +6% | +$354K | 0.48% | 52 |
|
|
2024
Q2 | $6M | Buy |
48,489
+111
| +0.2% | +$13.7K | 0.62% | 46 |
|
|
2024
Q1 | $6.38M | Sell |
48,378
-2,911
| -6% | -$384K | 0.68% | 42 |
|
|
2023
Q4 | $5.59M | Sell |
51,289
-17
| -0% | -$1.85K | 0.62% | 42 |
|
|
2023
Q3 | $5.28M | Buy |
51,306
+1,650
| +3% | +$170K | 0.66% | 40 |
|
|
2023
Q2 | $5.73M | Sell |
49,656
-8,025
| -14% | -$926K | 0.75% | 37 |
|
|
2023
Q1 | $6.14M | Buy |
57,681
+6,392
| +12% | +$680K | 0.84% | 33 |
|
|
2022
Q4 | $5.59M | Buy |
51,289
+5,178
| +11% | +$565K | 0.62% | 42 |
|
|
2022
Q3 | $3.97M | Sell |
46,111
-814
| -2% | -$70.1K | 0.89% | 32 |
|
|
2022
Q2 | $4.28M | Sell |
46,925
-790
| -2% | -$72K | 0.9% | 33 |
|
|
2022
Q1 | $3.92M | Sell |
47,715
-87
| -0.2% | -$7.14K | 0.74% | 37 |
|
|
2021
Q4 | $3.66M | Buy |
47,802
+1,739
| +4% | +$133K | 0.69% | 40 |
|
|
2021
Q3 | $3.46M | Buy |
46,063
+35
| +0.1% | +$2.63K | 0.72% | 40 |
|
|
2021
Q2 | $3.58M | Sell |
46,028
-3,195
| -6% | -$249K | 0.75% | 41 |
|
|
2021
Q1 | $3.8M | Sell |
49,223
-2,580
| -5% | -$199K | 0.88% | 35 |
|
|
2020
Q4 | $4.24M | Sell |
51,803
-2,388
| -4% | -$195K | 1.04% | 30 |
|
|
2020
Q3 | $4.5M | Sell |
54,191
-1,037
| -2% | -$86K | 1.18% | 23 |
|
|
2020
Q2 | $4.27M | Buy |
55,228
+846
| +2% | +$65.4K | 1.2% | 24 |
|
|
2020
Q1 | $4.18M | Buy |
54,382
+2,396
| +5% | +$184K | 1.45% | 18 |
|
|
2019
Q4 | $4.73M | Sell |
51,986
-379
| -0.7% | -$34.5K | 1.33% | 19 |
|
|
2019
Q3 | $4.41M | Buy |
52,365
+264
| +0.5% | +$22.2K | 1.31% | 18 |
|
|
2019
Q2 | $4.37M | Buy |
+52,101
| New | +$4.37M | 1.29% | 17 |
|