Strategic Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
+6,170
| New | +$488K | 0.04% | 213 |
|
|
2024
Q4 | $570K | Sell |
6,753
-335
| -5% | -$28.3K | 0.05% | 194 |
|
|
2024
Q3 | $805K | Sell |
7,088
-234
| -3% | -$26.6K | 0.08% | 161 |
|
|
2024
Q2 | $906K | Buy |
7,322
+1,419
| +24% | +$176K | 0.09% | 146 |
|
|
2024
Q1 | $779K | Sell |
5,903
-4,160
| -41% | -$549K | 0.09% | 155 |
|
|
2023
Q4 | $1.1M | Sell |
10,063
-24,501
| -71% | -$2.67M | 0.14% | 123 |
|
|
2023
Q3 | $3.56M | Sell |
34,564
-1,207
| -3% | -$124K | 0.47% | 63 |
|
|
2023
Q2 | $4.13M | Buy |
35,771
+61
| +0.2% | +$7.04K | 0.53% | 48 |
|
|
2023
Q1 | $3.8M | Sell |
35,710
-1,848
| -5% | -$197K | 0.58% | 44 |
|
|
2022
Q4 | $4.17M | Sell |
37,558
-930
| -2% | -$103K | 0.77% | 33 |
|
|
2022
Q3 | $3.31M | Buy |
38,488
+2,997
| +8% | +$258K | 0.7% | 32 |
|
|
2022
Q2 | $3.24M | Sell |
35,491
-341
| -1% | -$31.1K | 0.7% | 40 |
|
|
2022
Q1 | $2.94M | Sell |
35,832
-1,106
| -3% | -$90.7K | 0.57% | 52 |
|
|
2021
Q4 | $2.83M | Buy |
+36,938
| New | +$2.83M | 0.54% | 59 |
|
|
2019
Q4 | – | Sell |
-2,229
| Closed | -$44.4K | – | 360 |
|
|
2019
Q3 | $44.4K | Sell |
2,229
-4,627
| -67% | -$92.1K | 0.23% | 88 |
|
|
2019
Q2 | $547K | Buy |
6,856
+1,888
| +38% | +$151K | 0.26% | 92 |
|
|
2019
Q1 | $394K | Buy |
4,968
+4,809
| +3,025% | +$381K | 0.18% | 110 |
|
|
2018
Q4 | $11K | Buy |
159
+2
| +1% | +$138 | 0.01% | 437 |
|
|
2018
Q3 | $11K | Hold |
157
| – | – | 0.01% | 434 |
|
|
2018
Q2 | $9K | Sell |
157
-125
| -44% | -$7.17K | 0.01% | 584 |
|
|
2018
Q1 | $15K | Sell |
282
-641
| -69% | -$34.1K | 0.01% | 432 |
|
|
2017
Q4 | $50K | Buy |
+923
| New | +$50K | 0.03% | 226 |
|