SWA
Sutton Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.61M | Buy |
15,680
+230
| +1% | +$23.7K | 0.79% | 25 |
|
|
2023
Q2 | $1.78M | Sell |
15,450
-149
| -1% | -$17.2K | 0.86% | 25 |
|
|
2023
Q1 | $1.66M | Sell |
15,599
-6,020
| -28% | -$640K | 0.89% | 25 |
|
|
2022
Q4 | $2.4M | Sell |
21,619
-416
| -2% | -$46.2K | 0.91% | 23 |
|
|
2022
Q3 | $1.9M | Buy |
22,035
+1,036
| +5% | +$89.2K | 0.77% | 26 |
|
|
2022
Q2 | $1.91M | Buy |
20,999
+315
| +2% | +$28.7K | 0.76% | 26 |
|
|
2022
Q1 | $1.7M | Buy |
20,684
+219
| +1% | +$18K | 0.58% | 34 |
|
|
2021
Q4 | $1.57M | Buy |
20,465
+202
| +1% | +$15.5K | 0.52% | 37 |
|
|
2021
Q3 | $1.52M | Buy |
20,263
+28
| +0.1% | +$2.1K | 0.56% | 36 |
|
|
2021
Q2 | $1.57M | Sell |
20,235
-209
| -1% | -$16.3K | 0.58% | 35 |
|
|
2021
Q1 | $1.58M | Buy |
20,444
+28
| +0.1% | +$2.16K | 0.62% | 33 |
|
|
2020
Q4 | $1.67M | Buy |
20,416
+60
| +0.3% | +$4.91K | 0.71% | 28 |
|
|
2020
Q3 | $1.69M | Sell |
20,356
-506
| -2% | -$42K | 0.82% | 26 |
|
|
2020
Q2 | $1.61M | Sell |
20,862
-4
| -0% | -$309 | 0.84% | 25 |
|
|
2020
Q1 | $1.61M | Buy |
20,866
+70
| +0.3% | +$5.39K | 1.01% | 17 |
|
|
2019
Q4 | $1.89M | Hold |
20,796
| – | – | 0.97% | 17 |
|
|
2019
Q3 | $1.75M | Buy |
20,796
+200
| +1% | +$16.8K | 0.98% | 17 |
|
|
2019
Q2 | $1.73M | Buy |
20,596
+13
| +0.1% | +$1.09K | 0.99% | 17 |
|
|
2019
Q1 | $1.71M | Sell |
20,583
-54
| -0.3% | -$4.49K | 1% | 18 |
|
|
2018
Q4 | $1.58M | Buy |
20,637
+12,698
| +160% | +$970K | 1.02% | 18 |
|
|
2018
Q3 | $563K | Hold |
7,939
| – | – | 0.37% | 46 |
|
|
2018
Q2 | $482K | Sell |
7,939
-10
| -0.1% | -$607 | 0.34% | 52 |
|
|
2018
Q1 | $433K | Buy |
7,949
+251
| +3% | +$13.7K | 0.31% | 56 |
|
|
2017
Q4 | $433K | Sell |
7,698
-2
| -0% | -$113 | 0.32% | 59 |
|
|
2017
Q3 | $493K | Sell |
7,700
-8
| -0.1% | -$512 | 0.38% | 48 |
|
|
2017
Q2 | $494K | Hold |
7,708
| – | – | 0.39% | 47 |
|
|
2017
Q1 | $490K | Hold |
7,708
| – | – | 0.41% | 44 |
|
|
2016
Q4 | $454K | Sell |
7,708
-258
| -3% | -$15.2K | 0.41% | 44 |
|
|
2016
Q3 | $497K | Buy |
7,966
+6
| +0.1% | +$374 | 0.45% | 41 |
|
|
2016
Q2 | $459K | Sell |
7,960
-202
| -2% | -$11.6K | 0.43% | 44 |
|
|
2016
Q1 | $432K | Buy |
+8,162
| New | +$432K | 0.41% | 43 |
|