1WA
180 Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
39,599
+4,970
| +14% | +$393K | 0.44% | 56 |
|
|
2025
Q1 | $3.11M | Buy |
34,629
+3,106
| +10% | +$279K | 0.5% | 47 |
|
|
2024
Q4 | $3.14M | Buy |
31,523
+2,177
| +7% | +$217K | 0.49% | 48 |
|
|
2024
Q3 | $3.33M | Buy |
29,346
+786
| +3% | +$89.3K | 0.52% | 44 |
|
|
2024
Q2 | $3.68M | Buy |
28,560
+87
| +0.3% | +$11.2K | 0.6% | 37 |
|
|
2024
Q1 | $3.76M | Buy |
28,473
+972
| +4% | +$128K | 0.68% | 34 |
|
|
2023
Q4 | $3.11M | Sell |
27,501
-650
| -2% | -$73.6K | 0.62% | 36 |
|
|
2023
Q3 | $2.9M | Buy |
28,151
+1,345
| +5% | +$138K | 0.65% | 32 |
|
|
2023
Q2 | $3.06M | Sell |
26,806
-4,224
| -14% | -$483K | 0.67% | 28 |
|
|
2023
Q1 | $3.3M | Sell |
31,030
-1,482
| -5% | -$158K | 0.77% | 27 |
|
|
2022
Q4 | $3.47M | Sell |
32,512
-1,578
| -5% | -$169K | 0.82% | 25 |
|
|
2022
Q3 | $2.94M | Buy |
34,090
+176
| +0.5% | +$15.2K | 0.81% | 25 |
|
|
2022
Q2 | $3.13M | Buy |
33,914
+2,441
| +8% | +$226K | 0.8% | 27 |
|
|
2022
Q1 | $2.7M | Buy |
31,473
+2,966
| +10% | +$254K | 0.59% | 43 |
|
|
2021
Q4 | $2.28M | Buy |
28,507
+1,176
| +4% | +$94.1K | 0.51% | 49 |
|
|
2021
Q3 | $2.14M | Buy |
27,331
+1,664
| +6% | +$130K | 0.47% | 58 |
|
|
2021
Q2 | $1.93M | Buy |
25,667
+949
| +4% | +$71.4K | 0.44% | 61 |
|
|
2021
Q1 | $1.96M | Buy |
24,718
+859
| +4% | +$68K | 0.49% | 59 |
|
|
2020
Q4 | $1.99M | Buy |
23,859
+357
| +2% | +$29.7K | 0.57% | 45 |
|
|
2020
Q3 | $1.84M | Buy |
23,502
+1,818
| +8% | +$142K | 0.69% | 30 |
|
|
2020
Q2 | $1.73M | Buy |
21,684
+7,285
| +51% | +$582K | 0.69% | 31 |
|
|
2020
Q1 | $1.11M | Sell |
14,399
-453
| -3% | -$34.8K | 0.57% | 46 |
|
|
2019
Q4 | $1.36M | Sell |
14,852
-882
| -6% | -$80.8K | 0.54% | 46 |
|
|
2019
Q3 | $1.33M | Sell |
15,734
-114
| -0.7% | -$9.62K | 0.59% | 42 |
|
|
2019
Q2 | $1.33M | Buy |
15,848
+1,635
| +12% | +$137K | 0.6% | 41 |
|
|
2019
Q1 | $1.11M | Sell |
14,213
-977
| -6% | -$76.1K | 0.5% | 52 |
|
|
2018
Q4 | $1.08M | Sell |
15,190
-464
| -3% | -$32.9K | 0.5% | 54 |
|
|
2018
Q3 | $1.11M | Buy |
15,654
+3,635
| +30% | +$258K | 0.51% | 50 |
|
|
2018
Q2 | $730K | Buy |
12,019
+7,266
| +153% | +$441K | 0.36% | 88 |
|
|
2018
Q1 | $258K | Buy |
4,753
+263
| +6% | +$14.3K | 0.13% | 189 |
|
|
2017
Q4 | $253K | Buy |
+4,490
| New | +$253K | 0.13% | 191 |
|