Williams Jones Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
57,206
-20,868
| -27% | -$1.65M | 0.05% | 139 |
|
|
2025
Q1 | $7.01M | Sell |
78,074
-19,318
| -20% | -$1.73M | 0.09% | 118 |
|
|
2024
Q4 | $9.69M | Sell |
97,392
-20,747
| -18% | -$2.06M | 0.12% | 102 |
|
|
2024
Q3 | $13.4M | Sell |
118,139
-598
| -0.5% | -$67.9K | 0.16% | 93 |
|
|
2024
Q2 | $14.7M | Sell |
118,737
-587
| -0.5% | -$72.7K | 0.18% | 85 |
|
|
2024
Q1 | $15.7M | Sell |
119,324
-55
| -0% | -$7.26K | 0.2% | 81 |
|
|
2023
Q4 | $13M | Sell |
119,379
-116,174
| -49% | -$12.7M | 0.18% | 85 |
|
|
2023
Q3 | $24.3M | Sell |
235,553
-344
| -0.1% | -$35.4K | 0.37% | 57 |
|
|
2023
Q2 | $27.2M | Buy |
235,897
+3,712
| +2% | +$428K | 0.41% | 54 |
|
|
2023
Q1 | $24.7M | Buy |
232,185
+299
| +0.1% | +$31.8K | 0.39% | 57 |
|
|
2022
Q4 | $25.7M | Buy |
231,886
+1,558
| +0.7% | +$173K | 0.43% | 51 |
|
|
2022
Q3 | $19.8M | Buy |
230,328
+105,761
| +85% | +$9.11M | 0.35% | 62 |
|
|
2022
Q2 | $11.4M | Buy |
124,567
+15,586
| +14% | +$1.42M | 0.18% | 94 |
|
|
2022
Q1 | $8.94M | Sell |
108,981
-1,652
| -1% | -$136K | 0.12% | 109 |
|
|
2021
Q4 | $8.48M | Buy |
110,633
+4,742
| +4% | +$363K | 0.11% | 111 |
|
|
2021
Q3 | $7.95M | Buy |
105,891
+224
| +0.2% | +$16.8K | 0.11% | 110 |
|
|
2021
Q2 | $8.22M | Sell |
105,667
-5,324
| -5% | -$414K | 0.11% | 111 |
|
|
2021
Q1 | $8.16M | Sell |
110,991
-1,378
| -1% | -$101K | 0.13% | 100 |
|
|
2020
Q4 | $8.77M | Sell |
112,369
-1,061
| -0.9% | -$82.8K | 0.14% | 91 |
|
|
2020
Q3 | $8.98M | Buy |
113,430
+1,761
| +2% | +$139K | 0.17% | 84 |
|
|
2020
Q2 | $8.24M | Buy |
111,669
+4,106
| +4% | +$303K | 0.17% | 86 |
|
|
2020
Q1 | $7.9M | Sell |
107,563
-1,597
| -1% | -$117K | 0.21% | 78 |
|
|
2019
Q4 | $9.47M | Sell |
109,160
-1,849
| -2% | -$160K | 0.18% | 85 |
|
|
2019
Q3 | $8.92M | Buy |
+111,009
| New | +$8.92M | 0.18% | 88 |
|