AWA
Acorn Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
6,205
-963
| -13% | -$76.2K | 0.18% | 122 |
|
|
2025
Q1 | $643K | Buy |
7,168
+64
| +0.9% | +$5.75K | 0.27% | 85 |
|
|
2024
Q4 | $707K | Sell |
7,104
-7
| -0.1% | -$696 | 0.29% | 77 |
|
|
2024
Q3 | $808K | Buy |
7,111
+1,537
| +28% | +$175K | 0.35% | 63 |
|
|
2024
Q2 | $690K | Buy |
5,574
+27
| +0.5% | +$3.34K | 0.34% | 68 |
|
|
2024
Q1 | $732K | Buy |
5,547
+516
| +10% | +$68.1K | 0.38% | 61 |
|
|
2023
Q4 | $548K | Buy |
5,031
+2
| +0% | +$218 | 0.33% | 71 |
|
|
2023
Q3 | $518K | Buy |
5,029
+86
| +2% | +$8.85K | 0.34% | 66 |
|
|
2023
Q2 | $570K | Sell |
4,943
-84
| -2% | -$9.69K | 0.39% | 64 |
|
|
2023
Q1 | $535K | Sell |
5,027
-403
| -7% | -$42.9K | 0.39% | 61 |
|
|
2022
Q4 | $603K | Sell |
5,430
-28
| -0.5% | -$3.11K | 0.46% | 48 |
|
|
2022
Q3 | $470K | Buy |
5,458
+77
| +1% | +$6.63K | 0.39% | 61 |
|
|
2022
Q2 | $491K | Buy |
5,381
+22
| +0.4% | +$2.01K | 0.39% | 64 |
|
|
2022
Q1 | $440K | Buy |
5,359
+24
| +0.4% | +$1.97K | 0.3% | 84 |
|
|
2021
Q4 | $409K | Buy |
5,335
+22
| +0.4% | +$1.69K | 0.26% | 93 |
|
|
2021
Q3 | $399K | Buy |
5,313
+18
| +0.3% | +$1.35K | 0.28% | 90 |
|
|
2021
Q2 | $412K | Buy |
5,295
+23
| +0.4% | +$1.79K | 0.28% | 83 |
|
|
2021
Q1 | $406K | Buy |
5,272
+20
| +0.4% | +$1.54K | 0.29% | 82 |
|
|
2020
Q4 | $430K | Buy |
5,252
+212
| +4% | +$17.4K | 0.34% | 67 |
|
|
2020
Q3 | $418K | Sell |
5,040
-97
| -2% | -$8.05K | 0.37% | 55 |
|
|
2020
Q2 | $397K | Buy |
5,137
+20
| +0.4% | +$1.55K | 0.37% | 54 |
|
|
2020
Q1 | $403K | Buy |
5,117
+134
| +3% | +$10.6K | 0.45% | 48 |
|
|
2019
Q4 | $447K | Hold |
4,983
| – | – | 0.38% | 55 |
|
|
2019
Q3 | $423K | Buy |
4,983
+149
| +3% | +$12.6K | 0.36% | 57 |
|
|
2019
Q2 | $417K | Buy |
4,834
+15
| +0.3% | +$1.29K | 0.38% | 55 |
|
|
2019
Q1 | $379K | Sell |
4,819
-27
| -0.6% | -$2.12K | 0.34% | 61 |
|
|
2018
Q4 | $368K | Hold |
4,846
| – | – | 0.38% | 54 |
|
|
2018
Q3 | $353K | Buy |
4,846
+102
| +2% | +$7.43K | 0.35% | 61 |
|
|
2018
Q2 | $287K | Hold |
4,744
| – | – | 0.24% | 85 |
|
|
2018
Q1 | $284K | Sell |
4,744
-100
| -2% | -$5.99K | 0.25% | 82 |
|
|
2017
Q4 | $276K | Buy |
+4,844
| New | +$276K | 0.25% | 80 |
|