TLWM Financial’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,627
| Closed | -$1.21M | – | 75 |
|
|
2024
Q3 | $1.21M | Sell |
10,627
-39
| -0.4% | -$4.63K | 0.24% | 33 |
|
|
2024
Q2 | $1.32M | Buy |
10,666
+249
| +2% | +$32.1K | 0.28% | 27 |
|
|
2024
Q1 | $1.37M | Sell |
10,417
-315
| -3% | -$38.8K | 0.31% | 26 |
|
|
2023
Q4 | $1.17M | Buy |
10,732
+61
| +0.6% | +$6.33K | 0.28% | 31 |
|
|
2023
Q3 | $1.1M | Buy |
10,671
+332
| +3% | +$35.8K | 0.29% | 27 |
|
|
2023
Q2 | $1.19M | Buy |
10,339
+152
| +1% | +$17.3K | 0.34% | 25 |
|
|
2023
Q1 | $1.08M | Sell |
10,187
-123
| -1% | -$13.3K | 0.34% | 28 |
|
|
2022
Q4 | $1.14M | Buy |
10,310
+6,070
| +143% | +$620K | 0.41% | 23 |
|
|
2022
Q3 | $740K | Sell |
4,240
-6,067
| -59% | -$542K | 0.33% | 36 |
|
|
2022
Q2 | $938K | Sell |
10,307
-111
| -1% | -$9.84K | 0.36% | 25 |
|
|
2022
Q1 | $861K | Buy |
10,418
+768
| +8% | +$60.6K | 0.3% | 41 |
|
|
2021
Q4 | $740K | Buy |
9,650
+265
| +3% | +$21.1K | 0.25% | 47 |
|
|
2021
Q3 | $704K | Buy |
9,385
+373
| +4% | +$28.4K | 0.27% | 40 |
|
|
2021
Q2 | $699K | Sell |
9,012
-226
| -2% | -$16.8K | 0.25% | 40 |
|
|
2021
Q1 | $677K | Buy |
9,238
+230
| +3% | +$17K | 0.26% | 41 |
|
|
2020
Q4 | $703K | Buy |
9,008
+39
| +0.4% | +$2.98K | 0.28% | 36 |
|
|
2020
Q3 | $644K | Buy |
8,969
+367
| +4% | +$28.7K | 0.3% | 28 |
|
|
2020
Q2 | $632K | Buy |
8,602
+44
| +0.5% | +$3.31K | 0.37% | 28 |
|
|
2020
Q1 | $628K | Buy |
8,558
+237
| +3% | +$18.6K | 0.37% | 26 |
|
|
2019
Q4 | $720K | Sell |
8,321
-39
| -0.5% | -$3.2K | 0.35% | 26 |
|
|
2019
Q3 | $672K | Sell |
8,360
-294
| -3% | -$23.6K | 0.35% | 24 |
|
|
2019
Q2 | $693K | Sell |
8,654
-453
| -5% | -$34.7K | 0.4% | 20 |
|
|
2019
Q1 | $723K | Sell |
9,107
-391
| -4% | -$29.2K | 0.41% | 20 |
|
|
2018
Q4 | $680K | Sell |
9,498
-782
| -8% | -$55.2K | 0.41% | 24 |
|
|
2018
Q3 | $696K | Buy |
10,280
+1,214
| +13% | +$77.3K | 0.41% | 24 |
|
|
2018
Q2 | $523K | Sell |
9,066
-263
| -3% | -$14.8K | 0.33% | 32 |
|
|
2018
Q1 | $482K | Buy |
9,329
+326
| +4% | +$17.6K | 0.32% | 38 |
|
|
2017
Q4 | $483K | Buy |
+9,003
| New | +$499K | 0.38% | 32 |
|
Other funds holding MRK
TLWM Financial's MRK Position: Q4 2024 in Review
TLWM Financial sold out of Merck (MRK) in Q4 2024, closing a stake of 10,627 shares — an estimated $1.21M sold.
TLWM Financial first reported a position in MRK in Q4 2017 and held it in 28 quarters. The position peaked at $1.37M in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.
- TLWM Financial reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
- TLWM Financial sold 10,627 Merck shares in Q4 2024, an estimated $1.21M.
- TLWM Financial first reported a position in Merck in Q4 2017 and held it in 28 quarters.
- TLWM Financial's Merck position peaked at $1.37M in Q1 2024.
- 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.
Based on TLWM Financial's 13F filing for Q4 2024, filed 14 Jan 2025.