SWM
Stockman Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
168,864
+17,799
| +12% | +$1.41M | 1.82% | 15 |
|
|
2025
Q1 | $13.6M | Buy |
151,065
+23,053
| +18% | +$2.07M | 2.01% | 14 |
|
|
2024
Q4 | $12.7M | Buy |
128,012
+12,091
| +10% | +$1.2M | 1.99% | 14 |
|
|
2024
Q3 | $13.2M | Buy |
115,921
+6,375
| +6% | +$724K | 2.05% | 14 |
|
|
2024
Q2 | $13.6M | Buy |
109,546
+502
| +0.5% | +$62.1K | 2.38% | 11 |
|
|
2024
Q1 | $14.4M | Sell |
109,044
-1,943
| -2% | -$256K | 2.54% | 9 |
|
|
2023
Q4 | $12.1M | Buy |
110,987
+2,651
| +2% | +$289K | 2.41% | 10 |
|
|
2023
Q3 | $11.2M | Sell |
108,336
-894
| -0.8% | -$92K | 2.46% | 10 |
|
|
2023
Q2 | $12.6M | Sell |
109,230
-587
| -0.5% | -$67.7K | 2.71% | 7 |
|
|
2023
Q1 | $11.7M | Sell |
109,817
-4,332
| -4% | -$461K | 2.61% | 6 |
|
|
2022
Q4 | $12.7M | Sell |
114,149
-7,288
| -6% | -$809K | 2.91% | 4 |
|
|
2022
Q3 | $10.5M | Buy |
121,437
+6,637
| +6% | +$572K | 2.83% | 4 |
|
|
2022
Q2 | $10.5M | Buy |
114,800
+15,325
| +15% | +$1.4M | 2.67% | 6 |
|
|
2022
Q1 | $8.16M | Sell |
99,475
-944
| -0.9% | -$77.5K | 1.69% | 17 |
|
|
2021
Q4 | $7.7M | Buy |
100,419
+1,672
| +2% | +$128K | 1.57% | 18 |
|
|
2021
Q3 | $7.42M | Buy |
98,747
+6,245
| +7% | +$469K | 1.65% | 15 |
|
|
2021
Q2 | $7.19M | Buy |
92,502
+7,168
| +8% | +$557K | 1.72% | 14 |
|
|
2021
Q1 | $6.58M | Buy |
85,334
+9,676
| +13% | +$746K | 1.83% | 14 |
|
|
2020
Q4 | $6.19M | Sell |
75,658
-9,144
| -11% | -$748K | 1.9% | 12 |
|
|
2020
Q3 | $7.03M | Sell |
84,802
-18
| -0% | -$1.49K | 2.56% | 6 |
|
|
2020
Q2 | $6.56M | Buy |
84,820
+2,697
| +3% | +$209K | 2.46% | 5 |
|
|
2020
Q1 | $6.32M | Buy |
82,123
+1,029
| +1% | +$79.2K | 2.8% | 4 |
|
|
2019
Q4 | $7.38M | Sell |
81,094
-1,861
| -2% | -$169K | 2.62% | 5 |
|
|
2019
Q3 | $6.98M | Buy |
82,955
+13
| +0% | +$1.09K | 2.68% | 6 |
|
|
2019
Q2 | $6.96M | Sell |
82,942
-1,408
| -2% | -$118K | 2.84% | 4 |
|
|
2019
Q1 | $7.02M | Sell |
84,350
-12,277
| -13% | -$1.02M | 3.07% | 2 |
|
|
2018
Q4 | $7.38M | Sell |
96,627
-636
| -0.7% | -$48.6K | 3.53% | 1 |
|
|
2018
Q3 | $6.9M | Sell |
97,263
-4,434
| -4% | -$315K | 2.97% | 2 |
|
|
2018
Q2 | $6.17M | Sell |
101,697
-4,749
| -4% | -$288K | 2.82% | 3 |
|
|
2018
Q1 | $5.8M | Buy |
106,446
+72,643
| +215% | +$3.96M | 2.65% | 4 |
|
|
2017
Q4 | $1.9M | Buy |
33,803
+10,075
| +42% | +$567K | 0.85% | 45 |
|
|
2017
Q3 | $1.52M | Buy |
23,728
+3,758
| +19% | +$241K | 0.73% | 44 |
|
|
2017
Q2 | $1.28M | Sell |
19,970
-4,370
| -18% | -$280K | 1.28% | 26 |
|
|
2017
Q1 | $1.55M | Buy |
24,340
+1,493
| +7% | +$94.9K | 0.88% | 42 |
|
|
2016
Q4 | $1.35M | Sell |
22,847
-3,320
| -13% | -$195K | 0.82% | 46 |
|
|
2016
Q3 | $1.63M | Buy |
26,167
+4,040
| +18% | +$252K | 1.01% | 45 |
|
|
2016
Q2 | $1.28M | Buy |
22,127
+250
| +1% | +$14.4K | 1% | 41 |
|
|
2016
Q1 | $1.16M | Sell |
21,877
-469
| -2% | -$24.8K | 0.92% | 45 |
|
|
2015
Q4 | $1.18M | Sell |
22,346
-1,370
| -6% | -$72.3K | 0.95% | 43 |
|
|
2015
Q3 | $1.17M | Buy |
23,716
+1,384
| +6% | +$68.3K | 1.01% | 45 |
|
|
2015
Q2 | $1.27M | Buy |
22,332
+209
| +0.9% | +$11.9K | 1.08% | 44 |
|
|
2015
Q1 | $1.27M | Sell |
22,123
-275
| -1% | -$15.8K | 1.09% | 43 |
|
|
2014
Q4 | $1.27M | Buy |
+22,398
| New | +$1.27M | 1.09% | 44 |
|