AWM
Activest Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.3K | Sell |
597
-467
| -44% | -$37K | 0.01% | 220 |
|
|
2025
Q1 | $95.5K | Buy |
1,064
+711
| +201% | +$63.8K | 0.03% | 137 |
|
|
2024
Q4 | $35.1K | Buy |
353
+14
| +4% | +$1.39K | 0.01% | 203 |
|
|
2024
Q3 | $38.5K | Hold |
339
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $42K | Buy |
+339
| New | +$42K | 0.01% | 185 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 445 |
|
|
2023
Q3 | – | Sell |
-361
| Closed | -$39.9K | – | 444 |
|
|
2023
Q2 | $39.9K | Buy |
+361
| New | +$39.9K | 0.03% | 89 |
|
|
2023
Q1 | – | Sell |
-2,043
| Closed | -$219K | – | 452 |
|
|
2022
Q4 | $219K | Buy |
2,043
+46
| +2% | +$4.93K | 0.06% | 83 |
|
|
2022
Q3 | $174K | Buy |
+1,997
| New | +$174K | 0.06% | 95 |
|