SW
SVB Wealth’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
55,086
-37,097
| -40% | -$2.94M | 0.23% | 87 |
|
|
2025
Q1 | $8.27M | Sell |
92,183
-14,953
| -14% | -$1.34M | 0.34% | 41 |
|
|
2024
Q4 | $10.7M | Buy |
+107,136
| New | +$10.7M | 0.2% | 78 |
|
|
2024
Q3 | – | Sell |
-115,158
| Closed | -$14.3M | – | 382 |
|
|
2024
Q2 | $14.3M | Sell |
115,158
-7,028
| -6% | -$870K | 0.35% | 65 |
|
|
2024
Q1 | $16.1M | Sell |
122,186
-5,110
| -4% | -$674K | 0.36% | 71 |
|
|
2023
Q4 | $13.9M | Sell |
127,296
-12,226
| -9% | -$1.33M | 0.34% | 76 |
|
|
2023
Q3 | $14.4M | Sell |
139,522
-10,552
| -7% | -$1.09M | 0.32% | 79 |
|
|
2023
Q2 | $17.3M | Sell |
150,074
-44,877
| -23% | -$5.18M | 0.31% | 71 |
|
|
2023
Q1 | $20.7M | Sell |
194,951
-303,501
| -61% | -$32.3M | 0.29% | 67 |
|
|
2022
Q4 | $55.3M | Sell |
498,452
-29,977
| -6% | -$3.33M | 0.75% | 23 |
|
|
2022
Q3 | $45.5M | Buy |
528,429
+28,757
| +6% | +$2.48M | 0.66% | 25 |
|
|
2022
Q2 | $45.6M | Buy |
499,672
+2,037
| +0.4% | +$186K | 0.7% | 25 |
|
|
2022
Q1 | $40.8M | Buy |
497,635
+20,568
| +4% | +$1.69M | 0.55% | 28 |
|
|
2021
Q4 | $36.6M | Sell |
477,067
-1,068
| -0.2% | -$81.9K | 0.6% | 31 |
|
|
2021
Q3 | $35.9M | Sell |
478,135
-6,368
| -1% | -$478K | 0.46% | 33 |
|
|
2021
Q2 | $37.7M | Buy |
484,503
+4,828
| +1% | +$375K | 0.48% | 31 |
|
|
2021
Q1 | $37M | Buy |
479,675
+581
| +0.1% | +$44.8K | 0.52% | 30 |
|
|
2020
Q4 | $39.2M | Sell |
479,094
-9,836
| -2% | -$805K | 0.58% | 27 |
|
|
2020
Q3 | $40.6M | Sell |
488,930
-55,168
| -10% | -$4.58M | 0.67% | 23 |
|
|
2020
Q2 | $42.1M | Buy |
544,098
+15,028
| +3% | +$1.16M | 0.78% | 20 |
|
|
2020
Q1 | $40.7M | Buy |
529,070
+8,939
| +2% | +$688K | 0.99% | 16 |
|
|
2019
Q4 | $47.3M | Buy |
520,131
+8,327
| +2% | +$757K | 0.86% | 17 |
|
|
2019
Q3 | $43.1M | Sell |
511,804
-9,433
| -2% | -$794K | 0.86% | 17 |
|
|
2019
Q2 | $43.7M | Sell |
521,237
-27,724
| -5% | -$2.32M | 1.47% | 12 |
|
|
2019
Q1 | $45.7M | Sell |
548,961
-18,162
| -3% | -$1.51M | 1.8% | 11 |
|
|
2018
Q4 | $43.3M | Sell |
567,123
-16,069
| -3% | -$1.23M | 1.85% | 9 |
|
|
2018
Q3 | $41.4M | Buy |
583,192
+5,842
| +1% | +$414K | 1.46% | 10 |
|
|
2018
Q2 | $35M | Sell |
577,350
-27,120
| -4% | -$1.65M | 1.34% | 12 |
|
|
2018
Q1 | $32.9M | Sell |
604,470
-2,240
| -0.4% | -$122K | 1.26% | 14 |
|
|
2017
Q4 | $34.1M | Sell |
606,710
-40,861
| -6% | -$2.3M | 1.28% | 13 |
|
|
2017
Q3 | $41.5M | Buy |
647,571
+582
| +0.1% | +$37.3K | 1.59% | 5 |
|
|
2017
Q2 | $41.5M | Sell |
646,989
-10,004
| -2% | -$641K | 1.63% | 6 |
|
|
2017
Q1 | $41.7M | Sell |
656,993
-3,814
| -0.6% | -$242K | 1.66% | 5 |
|
|
2016
Q4 | $38.9M | Sell |
660,807
-1,724
| -0.3% | -$101K | 1.61% | 6 |
|
|
2016
Q3 | $41.3M | Sell |
662,531
-6,913
| -1% | -$431K | 1.68% | 5 |
|
|
2016
Q2 | $38.6M | Sell |
669,444
-9,760
| -1% | -$562K | 1.57% | 6 |
|
|
2016
Q1 | $35.9M | Sell |
679,204
-4,721
| -0.7% | -$250K | 1.46% | 8 |
|
|
2015
Q4 | $36.1M | Buy |
683,925
+3,711
| +0.5% | +$196K | 1.43% | 7 |
|
|
2015
Q3 | $33.6M | Buy |
680,214
+339
| +0% | +$16.7K | 1.3% | 12 |
|
|
2015
Q2 | $38.7M | Sell |
679,875
-9,920
| -1% | -$565K | 1.28% | 12 |
|
|
2015
Q1 | $39.6M | Buy |
689,795
+5,019
| +0.7% | +$288K | 1.28% | 13 |
|
|
2014
Q4 | $38.9M | Buy |
+684,776
| New | +$38.9M | 1.26% | 14 |
|