AWA
Amplius Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
6,165
+3,329
| +117% | +$264K | 0.05% | 121 |
|
|
2025
Q1 | $255K | Buy |
2,836
+84
| +3% | +$7.54K | 0.03% | 153 |
|
|
2024
Q4 | $274K | Sell |
2,752
-56
| -2% | -$5.57K | 0.03% | 146 |
|
|
2024
Q3 | $319K | Sell |
2,808
-102
| -4% | -$11.6K | 0.03% | 125 |
|
|
2024
Q2 | $360K | Sell |
2,910
-429
| -13% | -$53.1K | 0.04% | 115 |
|
|
2024
Q1 | $441K | Sell |
3,339
-155
| -4% | -$20.5K | 0.05% | 104 |
|
|
2023
Q4 | $381K | Sell |
3,494
-328
| -9% | -$35.8K | 0.05% | 111 |
|
|
2023
Q3 | $393K | Sell |
3,822
-224
| -6% | -$23.1K | 0.05% | 107 |
|
|
2023
Q2 | $467K | Buy |
4,046
+336
| +9% | +$38.8K | 0.06% | 102 |
|
|
2023
Q1 | $395K | Buy |
3,710
+714
| +24% | +$76K | 0.06% | 112 |
|
|
2022
Q4 | $332K | Buy |
2,996
+644
| +27% | +$71.5K | 0.05% | 114 |
|
|
2022
Q3 | $203K | Buy |
+2,352
| New | +$203K | 0.04% | 149 |
|
|
2022
Q1 | – | Sell |
-2,384
| Closed | -$182K | – | 628 |
|
|
2021
Q4 | $182K | Buy |
+2,384
| New | +$182K | 0.03% | 190 |
|