SWS
SYSTM Wealth Solutions’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38.2K | Sell |
334
-24,655
| -99% | -$2.82M | 1.16% | 27 |
|
|
2024
Q2 | $3.1M | Sell |
24,989
-24,157
| -49% | -$3M | 0.69% | 48 |
|
|
2024
Q1 | $6.51M | Sell |
49,146
-2,281
| -4% | -$302K | 0.82% | 23 |
|
|
2023
Q4 | $5.63M | Buy |
51,427
+669
| +1% | +$73.3K | 0.78% | 24 |
|
|
2023
Q3 | $5.23M | Sell |
50,758
-10,112
| -17% | -$1.04M | 0.8% | 24 |
|
|
2023
Q2 | $7.02M | Sell |
60,870
-20,989
| -26% | -$2.42M | 0.95% | 15 |
|
|
2023
Q1 | $8.71M | Sell |
81,859
-4,704
| -5% | -$500K | 1.34% | 9 |
|
|
2022
Q4 | $9.6M | Buy |
+86,563
| New | +$9.6M | 1.19% | 9 |
|