APWM
Atlas Private Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $928K | Buy |
7,030
+61
| +0.9% | +$8.05K | 0.39% | 76 |
|
|
2023
Q4 | $760K | Hold |
6,969
| – | – | 0.36% | 78 |
|
|
2023
Q3 | $717K | Sell |
6,969
-612
| -8% | -$63K | 0.39% | 77 |
|
|
2023
Q2 | $875K | Buy |
7,581
+720
| +10% | +$83.1K | 0.46% | 70 |
|
|
2023
Q1 | $730K | Buy |
6,861
+228
| +3% | +$24.3K | 0.44% | 73 |
|
|
2022
Q4 | $736K | Sell |
6,633
-160
| -2% | -$17.8K | 0.34% | 69 |
|
|
2022
Q3 | $585K | Hold |
6,793
| – | – | 0.42% | 72 |
|
|
2022
Q2 | $619K | Buy |
6,793
+230
| +4% | +$21K | 0.42% | 75 |
|
|
2022
Q1 | $538K | Buy |
6,563
+657
| +11% | +$53.9K | 0.31% | 92 |
|
|
2021
Q4 | $453K | Buy |
+5,906
| New | +$453K | 0.25% | 95 |
|
|
2021
Q2 | – | Sell |
-1,177
| Closed | -$91K | – | 275 |
|
|
2021
Q1 | $91K | Buy |
1,177
+68
| +6% | +$5.26K | 0.06% | 155 |
|
|
2020
Q4 | $91K | Sell |
1,109
-289
| -21% | -$23.7K | 0.06% | 156 |
|
|
2020
Q3 | $116K | Hold |
1,398
| – | – | 0.09% | 135 |
|
|
2020
Q2 | $108K | Hold |
1,398
| – | – | 0.09% | 148 |
|
|
2020
Q1 | $108K | Sell |
1,398
-63
| -4% | -$4.87K | 0.1% | 141 |
|
|
2019
Q4 | $133K | Buy |
+1,461
| New | +$133K | 0.1% | 148 |
|