WAS
Winch Advisory Services’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Buy |
362
+2
| +0.6% | +$158 | 0.01% | 204 |
|
|
2025
Q1 | $32.4K | Buy |
360
+1
| +0.3% | +$90 | 0.01% | 185 |
|
|
2024
Q4 | $35.8K | Buy |
359
+1
| +0.3% | +$100 | 0.01% | 182 |
|
|
2024
Q3 | $40.7K | Hold |
358
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $44.3K | Buy |
358
+1
| +0.3% | +$124 | 0.01% | 158 |
|
|
2024
Q1 | $47.1K | Buy |
357
+1
| +0.3% | +$132 | 0.01% | 155 |
|
|
2023
Q4 | $38.8K | Buy |
356
+1
| +0.3% | +$109 | 0.01% | 162 |
|
|
2023
Q3 | $37K | Buy |
355
+1
| +0.3% | +$104 | 0.01% | 158 |
|
|
2023
Q2 | $41K | Hold |
354
| – | – | 0.01% | 143 |
|
|
2023
Q1 | $38K | Buy |
354
+2
| +0.6% | +$215 | 0.01% | 141 |
|
|
2022
Q4 | $39K | Buy |
352
+5
| +1% | +$554 | 0.02% | 139 |
|
|
2022
Q3 | $30K | Sell |
347
-24
| -6% | -$2.08K | 0.01% | 140 |
|
|
2022
Q2 | $34K | Buy |
371
+1
| +0.3% | +$92 | 0.01% | 140 |
|
|
2022
Q1 | $30K | Buy |
370
+2
| +0.5% | +$162 | 0.01% | 174 |
|
|
2021
Q4 | $28K | Buy |
368
+1
| +0.3% | +$76 | 0.01% | 176 |
|
|
2021
Q3 | $28K | Buy |
367
+106
| +41% | +$8.09K | 0.01% | 181 |
|
|
2021
Q2 | $20K | Buy |
261
+114
| +78% | +$8.74K | 0.01% | 198 |
|
|
2021
Q1 | $11K | Buy |
147
+1
| +0.7% | +$75 | ﹤0.01% | 238 |
|
|
2020
Q4 | $12K | Sell |
146
-51
| -26% | -$4.19K | 0.01% | 210 |
|
|
2020
Q3 | $16K | Buy |
197
+165
| +516% | +$13.4K | 0.01% | 163 |
|
|
2020
Q2 | $2K | Buy |
32
+7
| +28% | +$438 | ﹤0.01% | 330 |
|
|
2020
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 285 |
|
|
2019
Q2 | – | Sell |
-51
| Closed | -$4K | – | 459 |
|
|
2019
Q1 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 262 |
|
|
2018
Q1 | – | Sell |
-147
| Closed | -$8K | – | 318 |
|
|
2017
Q4 | $8K | Buy |
147
+1
| +0.7% | +$54 | ﹤0.01% | 191 |
|
|
2017
Q3 | $9K | Buy |
146
+1
| +0.7% | +$62 | 0.01% | 175 |
|
|
2017
Q2 | $9K | Buy |
145
+1
| +0.7% | +$62 | 0.01% | 197 |
|
|
2017
Q1 | $9K | Buy |
144
+1
| +0.7% | +$63 | 0.01% | 180 |
|
|
2016
Q4 | $8K | Buy |
143
+1
| +0.7% | +$56 | 0.01% | 164 |
|
|
2016
Q3 | $9K | Buy |
142
+1
| +0.7% | +$63 | 0.01% | 165 |
|
|
2016
Q2 | $8K | Buy |
141
+1
| +0.7% | +$57 | 0.01% | 162 |
|
|
2016
Q1 | $7K | Buy |
140
+2
| +1% | +$100 | 0.01% | 138 |
|
|
2015
Q4 | $7K | Sell |
138
-69,438
| -100% | -$3.52M | 0.01% | 152 |
|
|
2015
Q3 | $3.44M | Sell |
69,576
-1,309
| -2% | -$64.6K | 5.02% | 5 |
|
|
2015
Q2 | $4.04M | Sell |
70,885
-26,402
| -27% | -$1.5M | 2.21% | 13 |
|
|
2015
Q1 | $5.59M | Buy |
+97,287
| New | +$5.59M | 3.26% | 8 |
|
|
2014
Q4 | – | Sell |
-73,035
| Closed | -$4.33M | – | 131 |
|
|
2014
Q3 | $4.33M | Sell |
73,035
-38,948
| -35% | -$2.31M | 2.78% | 13 |
|
|
2014
Q2 | $6.48M | Buy |
111,983
+25,592
| +30% | +$1.48M | 3.8% | 5 |
|
|
2014
Q1 | $4.9M | Buy |
+86,391
| New | +$4.9M | 3.11% | 8 |
|