SWK
Stephen W. Kidder’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
8,779
+25
| +0.3% | +$1.98K | 0.21% | 51 |
|
|
2025
Q1 | $786K | Hold |
8,754
| – | – | 0.25% | 45 |
|
|
2024
Q4 | $871K | Hold |
8,754
| – | – | 0.26% | 42 |
|
|
2024
Q3 | $994K | Sell |
8,754
-250
| -3% | -$28.4K | 0.29% | 39 |
|
|
2024
Q2 | $1.11M | Sell |
9,004
-100
| -1% | -$12.4K | 0.35% | 39 |
|
|
2024
Q1 | $1.2M | Sell |
9,104
-40
| -0.4% | -$5.28K | 0.38% | 39 |
|
|
2023
Q4 | $997K | Sell |
9,144
-60
| -0.7% | -$6.54K | 0.32% | 42 |
|
|
2023
Q3 | $948K | Hold |
9,204
| – | – | 0.33% | 43 |
|
|
2023
Q2 | $1.06M | Buy |
9,204
+466
| +5% | +$53.8K | 0.35% | 44 |
|
|
2023
Q1 | $930K | Hold |
8,738
| – | – | 0.32% | 45 |
|
|
2022
Q4 | $969K | Buy |
8,738
+4,400
| +101% | +$488K | 0.36% | 42 |
|
|
2022
Q3 | $373K | Buy |
4,338
+163
| +4% | +$14K | 0.15% | 53 |
|
|
2022
Q2 | $381K | Hold |
4,175
| – | – | 0.15% | 54 |
|
|
2022
Q1 | $342K | Hold |
4,175
| – | – | 0.11% | 57 |
|
|
2021
Q4 | $321K | Hold |
4,175
| – | – | 0.1% | 60 |
|
|
2021
Q3 | $315K | Sell |
4,175
-214
| -5% | -$16.1K | 0.1% | 62 |
|
|
2021
Q2 | $340K | Sell |
4,389
-35
| -0.8% | -$2.71K | 0.1% | 59 |
|
|
2021
Q1 | $341K | Hold |
4,424
| – | – | 0.11% | 61 |
|
|
2020
Q4 | $362K | Sell |
4,424
-500
| -10% | -$40.9K | 0.12% | 56 |
|
|
2020
Q3 | $408K | Hold |
4,924
| – | – | 0.14% | 56 |
|
|
2020
Q2 | $381K | Sell |
4,924
-25
| -0.5% | -$1.93K | 0.15% | 55 |
|
|
2020
Q1 | $381K | Sell |
4,949
-1,931
| -28% | -$149K | 0.17% | 54 |
|
|
2019
Q4 | $625K | Sell |
6,880
-60
| -0.9% | -$5.45K | 0.23% | 50 |
|
|
2019
Q3 | $584K | Sell |
6,940
-125
| -2% | -$10.5K | 0.23% | 51 |
|
|
2019
Q2 | $592K | Buy |
7,065
+130
| +2% | +$10.9K | 0.24% | 51 |
|
|
2019
Q1 | $577K | Sell |
6,935
-1,075
| -13% | -$89.4K | 0.23% | 50 |
|
|
2018
Q4 | $613K | Sell |
8,010
-50
| -0.6% | -$3.83K | 0.27% | 52 |
|
|
2018
Q3 | $572K | Hold |
8,060
| – | – | 0.21% | 57 |
|
|
2018
Q2 | $490K | Sell |
8,060
-350
| -4% | -$21.3K | 0.19% | 61 |
|
|
2018
Q1 | $458K | Sell |
8,410
-3,975
| -32% | -$216K | 0.17% | 64 |
|
|
2017
Q4 | $697K | Buy |
12,385
+915
| +8% | +$51.5K | 0.25% | 58 |
|
|
2017
Q3 | $734K | Sell |
11,470
-100
| -0.9% | -$6.4K | 0.27% | 57 |
|
|
2017
Q2 | $742K | Sell |
11,570
-160
| -1% | -$10.3K | 0.28% | 58 |
|
|
2017
Q1 | $746K | Sell |
11,730
-30
| -0.3% | -$1.91K | 0.29% | 58 |
|
|
2016
Q4 | $693K | Hold |
11,760
| – | – | 0.28% | 61 |
|
|
2016
Q3 | $735K | Sell |
11,760
-1,400
| -11% | -$87.5K | 0.29% | 59 |
|
|
2016
Q2 | $758K | Buy |
13,160
+400
| +3% | +$23K | 0.3% | 60 |
|
|
2016
Q1 | $675K | Hold |
12,760
| – | – | 0.27% | 61 |
|
|
2015
Q4 | $675K | Sell |
12,760
-25
| -0.2% | -$1.32K | 0.29% | 62 |
|
|
2015
Q3 | $631K | Hold |
12,785
| – | – | 0.32% | 57 |
|
|
2015
Q2 | $727K | Hold |
12,785
| – | – | 0.33% | 58 |
|
|
2015
Q1 | $734K | Buy |
12,785
+160
| +1% | +$9.19K | 0.32% | 60 |
|
|
2014
Q4 | $717K | Hold |
12,625
| – | – | 0.31% | 61 |
|
|
2014
Q3 | $748K | Buy |
12,625
+7,590
| +151% | +$450K | 0.34% | 56 |
|
|
2014
Q2 | $292K | Sell |
5,035
-800
| -14% | -$46.4K | 0.19% | 55 |
|
|
2014
Q1 | $331K | Hold |
5,835
| – | – | 0.22% | 54 |
|
|
2013
Q4 | $292K | Hold |
5,835
| – | – | 0.2% | 54 |
|
|
2013
Q3 | $279K | Sell |
5,835
-138
| -2% | -$6.6K | 0.22% | 55 |
|
|
2013
Q2 | $277K | Buy |
+5,973
| New | +$277K | 0.22% | 57 |
|