SWP
Summit Wealth Partners’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
12,488
+2
| +0% | +$158 | 0.19% | 81 |
|
|
2025
Q1 | $1.12M | Buy |
12,486
+1
| +0% | +$90 | 0.23% | 72 |
|
|
2024
Q4 | $1.24M | Hold |
12,485
| – | – | 0.26% | 68 |
|
|
2024
Q3 | $1.42M | Buy |
12,485
+1
| +0% | +$114 | 0.27% | 70 |
|
|
2024
Q2 | $1.55M | Buy |
12,484
+1
| +0% | +$124 | 0.32% | 63 |
|
|
2024
Q1 | $1.65M | Buy |
12,483
+127
| +1% | +$16.8K | 0.35% | 53 |
|
|
2023
Q4 | $1.35M | Sell |
12,356
-302
| -2% | -$32.9K | 0.31% | 56 |
|
|
2023
Q3 | $1.3M | Buy |
12,658
+126
| +1% | +$13K | 0.33% | 54 |
|
|
2023
Q2 | $1.45M | Buy |
12,532
+1
| +0% | +$115 | 0.36% | 49 |
|
|
2023
Q1 | $1.33M | Hold |
12,531
| – | – | 0.34% | 52 |
|
|
2022
Q4 | $1.39M | Sell |
12,531
-245
| -2% | -$27.2K | 0.37% | 51 |
|
|
2022
Q3 | $1.1M | Buy |
12,776
+1,333
| +12% | +$115K | 0.31% | 53 |
|
|
2022
Q2 | $1.04M | Buy |
11,443
+1
| +0% | +$91 | 0.28% | 52 |
|
|
2022
Q1 | $939K | Buy |
11,442
+1
| +0% | +$82 | 0.21% | 55 |
|
|
2021
Q4 | $877K | Hold |
11,441
| – | – | 0.19% | 64 |
|
|
2021
Q3 | $859K | Buy |
11,441
+1
| +0% | +$75 | 0.2% | 60 |
|
|
2021
Q2 | $890K | Sell |
11,440
-49
| -0.4% | -$3.81K | 0.21% | 61 |
|
|
2021
Q1 | $886K | Sell |
11,489
-184
| -2% | -$14.2K | 0.23% | 57 |
|
|
2020
Q4 | $955K | Buy |
11,673
+87
| +0.8% | +$7.12K | 0.26% | 58 |
|
|
2020
Q3 | $961K | Sell |
11,586
-128
| -1% | -$10.6K | 0.29% | 57 |
|
|
2020
Q2 | $906K | Buy |
11,714
+91
| +0.8% | +$7.04K | 0.29% | 58 |
|
|
2020
Q1 | $894K | Hold |
11,623
| – | – | 0.36% | 43 |
|
|
2019
Q4 | $1.06M | Buy |
+11,623
| New | +$1.06M | 0.37% | 44 |
|