AEPWM
Atlantic Edge Private Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Sell |
11,896
-970
| -8% | -$76.8K | 0.26% | 74 |
|
|
2025
Q1 | $1.15M | Sell |
12,866
-22
| -0.2% | -$1.98K | 0.35% | 67 |
|
|
2024
Q4 | $1.28M | Sell |
12,888
-59
| -0.5% | -$5.87K | 0.4% | 61 |
|
|
2024
Q3 | $1.47M | Buy |
12,947
+306
| +2% | +$34.7K | 0.45% | 58 |
|
|
2024
Q2 | $1.56M | Buy |
12,641
+357
| +3% | +$44.2K | 0.52% | 48 |
|
|
2024
Q1 | $1.62M | Buy |
12,284
+783
| +7% | +$103K | 0.56% | 43 |
|
|
2023
Q4 | $1.25M | Buy |
+11,501
| New | +$1.25M | 0.51% | 50 |
|