SWM
Sugarloaf Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $547K | Sell |
5,501
-188
| -3% | -$18.7K | 0.1% | 86 |
|
|
2024
Q3 | $646K | Buy |
5,689
+7
| +0.1% | +$795 | 0.12% | 77 |
|
|
2024
Q2 | $703K | Buy |
5,682
+6
| +0.1% | +$743 | 0.14% | 71 |
|
|
2024
Q1 | $749K | Sell |
5,676
-125
| -2% | -$16.5K | 0.16% | 66 |
|
|
2023
Q4 | $632K | Buy |
5,801
+140
| +2% | +$15.3K | 0.15% | 72 |
|
|
2023
Q3 | $583K | Buy |
5,661
+7
| +0.1% | +$721 | 0.15% | 72 |
|
|
2023
Q2 | $652K | Sell |
5,654
-272
| -5% | -$31.4K | 0.15% | 66 |
|
|
2023
Q1 | $631K | Sell |
5,926
-284
| -5% | -$30.2K | 0.16% | 64 |
|
|
2022
Q4 | $689K | Sell |
6,210
-183
| -3% | -$20.3K | 0.17% | 57 |
|
|
2022
Q3 | $551K | Buy |
6,393
+10
| +0.2% | +$862 | 0.14% | 69 |
|
|
2022
Q2 | $582K | Buy |
+6,383
| New | +$582K | 0.15% | 66 |
|
|
2022
Q1 | – | Sell |
-6,295
| Closed | -$482K | – | 745 |
|
|
2021
Q4 | $482K | Buy |
6,295
+11
| +0.2% | +$842 | 0.11% | 71 |
|
|
2021
Q3 | $472K | Buy |
6,284
+10
| +0.2% | +$751 | 0.12% | 71 |
|
|
2021
Q2 | $488K | Buy |
6,274
+178
| +3% | +$13.8K | 0.13% | 71 |
|
|
2021
Q1 | $470 | Buy |
6,096
+9
| +0.1% | +$1 | 0.14% | 70 |
|
|
2020
Q4 | $498K | Sell |
6,087
-141
| -2% | -$11.5K | 0.17% | 67 |
|
|
2020
Q3 | $517K | Sell |
6,228
-311
| -5% | -$25.8K | 0.19% | 63 |
|
|
2020
Q2 | $506K | Buy |
6,539
+9
| +0.1% | +$696 | 0.19% | 65 |
|
|
2020
Q1 | $502K | Buy |
6,530
+142
| +2% | +$10.9K | 0.22% | 62 |
|
|
2019
Q4 | $581K | Buy |
+6,388
| New | +$581K | 0.25% | 69 |
|