WGAM
Wilkinson Global Asset Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Hold |
27,585
| – | – | 0.14% | 36 |
|
|
2025
Q1 | $2.48M | Sell |
27,585
-530
| -2% | -$47.6K | 0.15% | 35 |
|
|
2024
Q4 | $2.8M | Sell |
28,115
-40
| -0.1% | -$3.98K | 0.17% | 33 |
|
|
2024
Q3 | $3.2M | Hold |
28,155
| – | – | 0.19% | 32 |
|
|
2024
Q2 | $3.49M | Sell |
28,155
-2,010
| -7% | -$249K | 0.22% | 29 |
|
|
2024
Q1 | $3.98M | Sell |
30,165
-960
| -3% | -$127K | 0.25% | 29 |
|
|
2023
Q4 | $3.39M | Sell |
31,125
-248
| -0.8% | -$27K | 0.23% | 27 |
|
|
2023
Q3 | $3.23M | Sell |
31,373
-452
| -1% | -$46.5K | 0.25% | 28 |
|
|
2023
Q2 | $3.67M | Sell |
31,825
-300
| -0.9% | -$34.6K | 0.28% | 26 |
|
|
2023
Q1 | $3.42M | Sell |
32,125
-1,240
| -4% | -$132K | 0.27% | 27 |
|
|
2022
Q4 | $3.7M | Sell |
33,365
-25
| -0.1% | -$2.77K | 0.31% | 27 |
|
|
2022
Q3 | $2.88M | Sell |
33,390
-3,000
| -8% | -$258K | 0.26% | 29 |
|
|
2022
Q2 | $3.32M | Hold |
36,390
| – | – | 0.28% | 28 |
|
|
2022
Q1 | $2.99M | Sell |
36,390
-1,500
| -4% | -$123K | 0.19% | 34 |
|
|
2021
Q4 | $2.9M | Buy |
37,890
+376
| +1% | +$28.8K | 0.16% | 38 |
|
|
2021
Q3 | $2.82M | Buy |
37,514
+440
| +1% | +$33K | 0.17% | 38 |
|
|
2021
Q2 | $2.88M | Buy |
37,074
+1,349
| +4% | +$105K | 0.17% | 38 |
|
|
2021
Q1 | $2.75M | Buy |
+35,725
| New | +$2.75M | 0.17% | 38 |
|