SFWA
Summit Financial Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $790K | Sell |
8,807
-767
| -8% | -$68.8K | 0.16% | 67 |
|
|
2024
Q4 | $955K | Sell |
9,574
-62,998
| -87% | -$6.29M | 0.19% | 62 |
|
|
2024
Q3 | $8.24M | Buy |
72,572
+762
| +1% | +$86.5K | 1.55% | 22 |
|
|
2024
Q2 | $8.89M | Sell |
71,810
-2,175
| -3% | -$269K | 1.8% | 17 |
|
|
2024
Q1 | $9.76M | Buy |
73,985
+1,605
| +2% | +$212K | 1.98% | 14 |
|
|
2023
Q4 | $7.89M | Sell |
72,380
-316
| -0.4% | -$34.5K | 1.79% | 18 |
|
|
2023
Q3 | $7.56M | Sell |
72,696
-1,182
| -2% | -$123K | 1.86% | 16 |
|
|
2023
Q2 | $8.52M | Sell |
73,878
-3,242
| -4% | -$374K | 1.97% | 16 |
|
|
2023
Q1 | $8.2M | Sell |
77,120
-79
| -0.1% | -$8.41K | 1.95% | 16 |
|
|
2022
Q4 | $8.57M | Buy |
77,199
+57
| +0.1% | +$6.32K | 2.07% | 15 |
|
|
2022
Q3 | $7.69M | Buy |
77,142
+3,642
| +5% | +$363K | 2.21% | 15 |
|
|
2022
Q2 | $6.65M | Buy |
73,500
+1,633
| +2% | +$148K | 1.59% | 23 |
|
|
2022
Q1 | $5.9M | Buy |
71,867
+4,540
| +7% | +$373K | 1.19% | 30 |
|
|
2021
Q4 | $5.19M | Buy |
67,327
+6,882
| +11% | +$530K | 1% | 29 |
|
|
2021
Q3 | $4.54M | Buy |
60,445
+5,160
| +9% | +$388K | 1.03% | 29 |
|
|
2021
Q2 | $4.3M | Buy |
55,285
+3,293
| +6% | +$256K | 0.97% | 29 |
|
|
2021
Q1 | $4.25M | Buy |
51,992
+1,929
| +4% | +$158K | 1.08% | 27 |
|
|
2020
Q4 | $4.15M | Sell |
50,063
-4,255
| -8% | -$353K | 1.13% | 26 |
|
|
2020
Q3 | $4.17M | Sell |
54,318
-435
| -0.8% | -$33.4K | 1.11% | 26 |
|
|
2020
Q2 | $4.27M | Buy |
54,753
+2,491
| +5% | +$194K | 1.14% | 26 |
|
|
2020
Q1 | $4.2M | Buy |
52,262
+547
| +1% | +$43.9K | 1.32% | 23 |
|
|
2019
Q4 | $4.45M | Buy |
51,715
+391
| +0.8% | +$33.7K | 1.08% | 28 |
|
|
2019
Q3 | $4.33M | Buy |
51,324
+7,279
| +17% | +$614K | 1.06% | 26 |
|
|
2019
Q2 | $3.69M | Buy |
44,045
+9,946
| +29% | +$834K | 0.9% | 31 |
|
|
2019
Q1 | $2.84M | Buy |
34,099
+941
| +3% | +$78.3K | 0.75% | 42 |
|
|
2018
Q4 | $2.53M | Buy |
33,158
+3,356
| +11% | +$256K | 0.82% | 37 |
|
|
2018
Q3 | $2.07M | Buy |
29,802
+7,145
| +32% | +$496K | 0.62% | 47 |
|
|
2018
Q2 | $1.23M | Sell |
22,657
-1,070
| -5% | -$58.3K | 0.41% | 57 |
|
|
2018
Q1 | $1.29M | Buy |
23,727
+3,795
| +19% | +$207K | 0.42% | 56 |
|
|
2017
Q4 | $1.12M | Buy |
19,932
+1,300
| +7% | +$73.2K | 0.39% | 61 |
|
|
2017
Q3 | $1.19M | Buy |
18,632
+2,217
| +14% | +$142K | 0.43% | 60 |
|
|
2017
Q2 | $1.05M | Buy |
16,415
+4,663
| +40% | +$299K | 0.42% | 62 |
|
|
2017
Q1 | $747K | Sell |
11,752
-423
| -3% | -$26.9K | 0.33% | 74 |
|
|
2016
Q4 | $717K | Buy |
12,175
+86
| +0.7% | +$5.07K | 0.32% | 77 |
|
|
2016
Q3 | $754K | Buy |
12,089
+251
| +2% | +$15.7K | 0.33% | 68 |
|
|
2016
Q2 | $682K | Buy |
11,838
+4,063
| +52% | +$234K | 0.28% | 78 |
|
|
2016
Q1 | $411K | Buy |
7,775
+1,059
| +16% | +$56K | 0.18% | 100 |
|
|
2015
Q4 | $355K | Buy |
6,716
+3,946
| +142% | +$209K | 0.16% | 98 |
|
|
2015
Q3 | $136K | Hold |
2,770
| – | – | 0.09% | 92 |
|
|
2015
Q2 | $157K | Hold |
2,770
| – | – | 0.1% | 91 |
|
|
2015
Q1 | $164K | Hold |
2,770
| – | – | 0.11% | 75 |
|
|
2014
Q4 | $157K | Buy |
+2,770
| New | +$157K | 0.11% | 76 |
|