TWA
TCI Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
9,577
-143
| -1% | -$11.3K | 0.05% | 114 |
|
|
2025
Q1 | $872K | Sell |
9,720
-501
| -5% | -$45K | 0.07% | 93 |
|
|
2024
Q4 | $1.02M | Buy |
10,221
+448
| +5% | +$44.6K | 0.08% | 81 |
|
|
2024
Q3 | $1.11M | Sell |
9,773
-32
| -0.3% | -$3.63K | 0.09% | 78 |
|
|
2024
Q2 | $1.21M | Buy |
9,805
+461
| +5% | +$57.1K | 0.11% | 70 |
|
|
2024
Q1 | $1.23M | Buy |
9,344
+36
| +0.4% | +$4.75K | 0.12% | 70 |
|
|
2023
Q4 | $1.01M | Buy |
9,308
+788
| +9% | +$85.9K | 0.11% | 77 |
|
|
2023
Q3 | $877K | Buy |
8,520
+164
| +2% | +$16.9K | 0.11% | 77 |
|
|
2023
Q2 | $964K | Sell |
8,356
-8
| -0.1% | -$923 | 0.12% | 72 |
|
|
2023
Q1 | $890K | Sell |
8,364
-831
| -9% | -$88.4K | 0.12% | 75 |
|
|
2022
Q4 | $1.02M | Buy |
9,195
+74
| +0.8% | +$8.21K | 0.14% | 62 |
|
|
2022
Q3 | $785K | Buy |
9,121
+132
| +1% | +$11.4K | 0.13% | 68 |
|
|
2022
Q2 | $819K | Buy |
8,989
+922
| +11% | +$84K | 0.13% | 71 |
|
|
2022
Q1 | $662K | Buy |
8,067
+401
| +5% | +$32.9K | 0.1% | 86 |
|
|
2021
Q4 | $587K | Sell |
7,666
-741
| -9% | -$56.7K | 0.09% | 89 |
|
|
2021
Q3 | $631K | Buy |
8,407
+741
| +10% | +$55.6K | 0.1% | 85 |
|
|
2021
Q2 | $596K | Buy |
7,666
+144
| +2% | +$11.2K | 0.1% | 91 |
|
|
2021
Q1 | $580K | Buy |
7,522
+227
| +3% | +$17.5K | 0.25% | 78 |
|
|
2020
Q4 | $597K | Sell |
7,295
-5,139
| -41% | -$421K | 0.27% | 69 |
|
|
2020
Q3 | $1.03M | Sell |
12,434
-469
| -4% | -$38.9K | 0.41% | 55 |
|
|
2020
Q2 | $998K | Buy |
12,903
+398
| +3% | +$30.8K | 0.43% | 52 |
|
|
2020
Q1 | $962K | Sell |
12,505
-2,152
| -15% | -$166K | 0.47% | 47 |
|
|
2019
Q4 | $1.33M | Buy |
14,657
+744
| +5% | +$67.7K | 0.52% | 46 |
|
|
2019
Q3 | $1.17M | Sell |
13,913
-2,617
| -16% | -$220K | 0.52% | 47 |
|
|
2019
Q2 | $1.39M | Buy |
16,530
+432
| +3% | +$36.2K | 0.62% | 39 |
|
|
2019
Q1 | $1.34M | Sell |
16,098
-965
| -6% | -$80.3K | 0.59% | 43 |
|
|
2018
Q4 | $1.3M | Buy |
17,063
+78
| +0.5% | +$5.96K | 0.63% | 44 |
|
|
2018
Q3 | $1.21M | Sell |
16,985
-422
| -2% | -$29.9K | 0.5% | 50 |
|
|
2018
Q2 | $1.06M | Sell |
17,407
-570
| -3% | -$34.6K | 0.47% | 52 |
|
|
2018
Q1 | $979K | Sell |
17,977
-1,370
| -7% | -$74.6K | 0.45% | 54 |
|
|
2017
Q4 | $1.09M | Buy |
19,347
+903
| +5% | +$50.8K | 0.48% | 51 |
|
|
2017
Q3 | $1.18M | Sell |
18,444
-465
| -2% | -$29.8K | 0.58% | 42 |
|
|
2017
Q2 | $1.21M | Sell |
18,909
-170
| -0.9% | -$10.9K | 0.62% | 41 |
|
|
2017
Q1 | $1.21M | Buy |
19,079
+273
| +1% | +$17.3K | 0.63% | 40 |
|
|
2016
Q4 | $1.11M | Buy |
18,806
+273
| +1% | +$16.1K | 0.58% | 42 |
|
|
2016
Q3 | $1.16M | Buy |
18,533
+86
| +0.5% | +$5.37K | 0.63% | 42 |
|
|
2016
Q2 | $1.06M | Sell |
18,447
-121
| -0.7% | -$6.97K | 0.59% | 44 |
|
|
2016
Q1 | $982K | Sell |
18,568
-2,193
| -11% | -$116K | 0.54% | 49 |
|
|
2015
Q4 | $1.1M | Sell |
20,761
-812
| -4% | -$42.9K | 0.61% | 40 |
|
|
2015
Q3 | $1.07M | Buy |
21,573
+1,248
| +6% | +$61.6K | 0.64% | 41 |
|
|
2015
Q2 | $1.16M | Buy |
20,325
+165
| +0.8% | +$9.39K | 0.66% | 38 |
|
|
2015
Q1 | $1.16M | Buy |
20,160
+1,287
| +7% | +$74K | 0.73% | 35 |
|
|
2014
Q4 | $1.07M | Sell |
18,873
-154
| -0.8% | -$8.75K | 0.66% | 38 |
|
|
2014
Q3 | $1.13M | Buy |
19,027
+192
| +1% | +$11.4K | 0.71% | 36 |
|
|
2014
Q2 | $1.09M | Buy |
18,835
+28
| +0.1% | +$1.62K | 0.66% | 38 |
|
|
2014
Q1 | $1.07M | Buy |
+18,807
| New | +$1.07M | 0.7% | 35 |
|