TSWM
Triangle Securities Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Sell |
10,816
-3,522
| -25% | -$279K | 0.21% | 112 |
|
|
2025
Q1 | $1.29M | Buy |
14,338
+759
| +6% | +$68.1K | 0.33% | 81 |
|
|
2024
Q4 | $1.35M | Sell |
13,579
-238
| -2% | -$23.7K | 0.35% | 72 |
|
|
2024
Q3 | $1.57M | Sell |
13,817
-2,473
| -15% | -$281K | 0.41% | 66 |
|
|
2024
Q2 | $2.02M | Buy |
16,290
+186
| +1% | +$23K | 0.57% | 57 |
|
|
2024
Q1 | $2.12M | Buy |
16,104
+408
| +3% | +$53.8K | 0.61% | 52 |
|
|
2023
Q4 | $1.71M | Sell |
15,696
-258
| -2% | -$28.1K | 0.53% | 60 |
|
|
2023
Q3 | $1.64M | Sell |
15,954
-793
| -5% | -$81.6K | 0.58% | 56 |
|
|
2023
Q2 | $1.93M | Sell |
16,747
-590
| -3% | -$68.1K | 0.66% | 44 |
|
|
2023
Q1 | $1.84M | Sell |
17,337
-201
| -1% | -$21.4K | 0.66% | 48 |
|
|
2022
Q4 | $1.95M | Sell |
17,538
-546
| -3% | -$60.6K | 0.71% | 44 |
|
|
2022
Q3 | $1.56M | Sell |
18,084
-448
| -2% | -$38.6K | 0.64% | 51 |
|
|
2022
Q2 | $1.69M | Buy |
18,532
+130
| +0.7% | +$11.9K | 0.66% | 49 |
|
|
2022
Q1 | $1.51M | Sell |
18,402
-471
| -2% | -$38.6K | 0.51% | 67 |
|
|
2021
Q4 | $1.45M | Buy |
18,873
+567
| +3% | +$43.4K | 0.45% | 70 |
|
|
2021
Q3 | $1.38M | Buy |
18,306
+109
| +0.6% | +$8.19K | 0.47% | 68 |
|
|
2021
Q2 | $1.42M | Buy |
18,197
+161
| +0.9% | +$12.5K | 0.48% | 70 |
|
|
2021
Q1 | $1.39M | Buy |
18,036
+1,507
| +9% | +$116K | 0.5% | 66 |
|
|
2020
Q4 | $1.35M | Buy |
16,529
+777
| +5% | +$63.6K | 0.54% | 63 |
|
|
2020
Q3 | $1.31M | Buy |
15,752
+667
| +4% | +$55.3K | 0.59% | 58 |
|
|
2020
Q2 | $1.17M | Buy |
15,085
+401
| +3% | +$31K | 0.56% | 64 |
|
|
2020
Q1 | $1.13M | Buy |
14,684
+203
| +1% | +$15.6K | 0.65% | 53 |
|
|
2019
Q4 | $1.32M | Sell |
14,481
-658
| -4% | -$59.8K | 0.57% | 56 |
|
|
2019
Q3 | $1.27M | Buy |
15,139
+988
| +7% | +$83.1K | 0.62% | 55 |
|
|
2019
Q2 | $1.19M | Buy |
14,151
+389
| +3% | +$32.7K | 0.6% | 54 |
|
|
2019
Q1 | $1.15M | Sell |
13,762
-1,021
| -7% | -$84.9K | 0.6% | 58 |
|
|
2018
Q4 | $1.13M | Sell |
14,783
-211
| -1% | -$16.1K | 0.67% | 50 |
|
|
2018
Q3 | $1.06M | Sell |
14,994
-160
| -1% | -$11.4K | 0.57% | 57 |
|
|
2018
Q2 | $920K | Sell |
15,154
-280
| -2% | -$17K | 0.51% | 61 |
|
|
2018
Q1 | $841K | Buy |
15,434
+692
| +5% | +$37.7K | 0.48% | 65 |
|
|
2017
Q4 | $830K | Sell |
14,742
-194
| -1% | -$10.9K | 0.47% | 67 |
|
|
2017
Q3 | $956K | Sell |
14,936
-173
| -1% | -$11.1K | 0.57% | 60 |
|
|
2017
Q2 | $968K | Sell |
15,109
-93
| -0.6% | -$5.96K | 0.64% | 54 |
|
|
2017
Q1 | $966K | Buy |
15,202
+367
| +2% | +$23.3K | 0.62% | 54 |
|
|
2016
Q4 | $873K | Sell |
14,835
-11,755
| -44% | -$692K | 0.58% | 54 |
|
|
2016
Q3 | $1.66M | Sell |
26,590
-1,915
| -7% | -$119K | 1.15% | 31 |
|
|
2016
Q2 | $1.64M | Sell |
28,505
-975
| -3% | -$56.2K | 1.23% | 29 |
|
|
2016
Q1 | $1.56M | Buy |
29,480
+465
| +2% | +$24.6K | 1.02% | 34 |
|
|
2015
Q4 | $1.53M | Buy |
29,015
+690
| +2% | +$36.5K | 1.03% | 30 |
|
|
2015
Q3 | $1.4M | Buy |
28,325
+2,105
| +8% | +$104K | 1.06% | 28 |
|
|
2015
Q2 | $1.49M | Buy |
26,220
+4,207
| +19% | +$240K | 1.06% | 32 |
|
|
2015
Q1 | $1.27M | Buy |
22,013
+13,525
| +159% | +$777K | 0.88% | 39 |
|
|
2014
Q4 | $482K | Buy |
8,488
+100
| +1% | +$5.68K | 0.34% | 84 |
|
|
2014
Q3 | $497K | Hold |
8,388
| – | – | 0.38% | 80 |
|
|
2014
Q2 | $485K | Sell |
8,388
-4
| -0% | -$231 | 0.37% | 78 |
|
|
2014
Q1 | $371K | Sell |
8,392
-253
| -3% | -$11.2K | 0.33% | 89 |
|
|
2013
Q4 | $433K | Buy |
8,645
+204
| +2% | +$10.2K | 0.35% | 83 |
|
|
2013
Q3 | $402K | Buy |
8,441
+49
| +0.6% | +$2.33K | 0.35% | 85 |
|
|
2013
Q2 | $390K | Buy |
+8,392
| New | +$390K | 0.29% | 85 |
|