APWA
Atlas Private Wealth Advisors’s Merck MRK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $680K | Sell |
8,589
-4,809
| -36% | -$381K | 0.09% | 107 |
|
2025
Q1 | $1.2M | Sell |
13,398
-8,134
| -38% | -$730K | 0.17% | 74 |
|
2024
Q4 | $2.14M | Buy |
21,532
+396
| +2% | +$39.4K | 0.3% | 49 |
|
2024
Q3 | $2.4M | Buy |
21,136
+620
| +3% | +$70.4K | 0.35% | 39 |
|
2024
Q2 | $2.54M | Buy |
20,516
+10,294
| +101% | +$1.27M | 0.41% | 33 |
|
2024
Q1 | $1.35M | Sell |
10,222
-12,185
| -54% | -$1.61M | 0.45% | 30 |
|
2023
Q4 | $2.44M | Sell |
22,407
-14,437
| -39% | -$1.57M | 0.45% | 27 |
|
2023
Q3 | $3.79M | Buy |
36,844
+1,386
| +4% | +$143K | 0.72% | 23 |
|
2023
Q2 | $4.09M | Buy |
35,458
+15,044
| +74% | +$1.74M | 0.83% | 18 |
|
2023
Q1 | $2.17M | Sell |
20,414
-568
| -3% | -$60.4K | 1% | 16 |
|
2022
Q4 | $2.33M | Sell |
20,982
-3,172
| -13% | -$352K | 1.24% | 13 |
|
2022
Q3 | $2.08M | Sell |
24,154
-245
| -1% | -$21.1K | 1.25% | 16 |
|
2022
Q2 | $2.22M | Sell |
24,399
-2,139
| -8% | -$195K | 1.33% | 17 |
|
2022
Q1 | $2.18M | Buy |
26,538
+1,747
| +7% | +$143K | 0.97% | 21 |
|
2021
Q4 | $1.9M | Sell |
24,791
-539
| -2% | -$41.3K | 0.88% | 33 |
|
2021
Q3 | $1.9M | Buy |
25,330
+1,246
| +5% | +$93.6K | 0.99% | 21 |
|
2021
Q2 | $1.87M | Buy |
24,084
+841
| +4% | +$65.4K | 1.01% | 22 |
|
2021
Q1 | $1.79M | Buy |
23,243
+3,521
| +18% | +$271K | 1% | 24 |
|
2020
Q4 | $1.61M | Buy |
19,722
+363
| +2% | +$29.7K | 1.08% | 20 |
|
2020
Q3 | $1.61M | Sell |
19,359
-282
| -1% | -$23.4K | 1.34% | 15 |
|
2020
Q2 | $1.52M | Buy |
+19,641
| New | +$1.52M | 1.35% | 17 |
|