AWM
Axxcess Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
67,889
-325
| -0.5% | -$25.7K | 0.13% | 141 |
|
|
2025
Q1 | $6.12M | Sell |
68,214
-6,377
| -9% | -$572K | 0.16% | 117 |
|
|
2024
Q4 | $7.42M | Sell |
74,591
-3,410
| -4% | -$339K | 0.18% | 99 |
|
|
2024
Q3 | $8.86M | Sell |
78,001
-7,087
| -8% | -$805K | 0.22% | 82 |
|
|
2024
Q2 | $10.5M | Buy |
85,088
+6,894
| +9% | +$853K | 0.28% | 68 |
|
|
2024
Q1 | $10.3M | Buy |
78,194
+1,650
| +2% | +$218K | 0.28% | 71 |
|
|
2023
Q4 | $8.34M | Buy |
76,544
+24,787
| +48% | +$2.7M | 0.24% | 84 |
|
|
2023
Q3 | $5.33M | Buy |
51,757
+22,546
| +77% | +$2.32M | 0.18% | 104 |
|
|
2023
Q2 | $3.37M | Sell |
29,211
-1,723
| -6% | -$199K | 0.24% | 86 |
|
|
2023
Q1 | $3.29M | Buy |
30,934
+4,421
| +17% | +$470K | 0.25% | 85 |
|
|
2022
Q4 | $2.94M | Buy |
26,513
+2,454
| +10% | +$272K | 0.24% | 91 |
|
|
2022
Q3 | $2.07M | Buy |
24,059
+4,836
| +25% | +$416K | 0.2% | 100 |
|
|
2022
Q2 | $1.75M | Buy |
19,223
+3,074
| +19% | +$280K | 0.16% | 123 |
|
|
2022
Q1 | $1.33M | Buy |
16,149
+4,240
| +36% | +$348K | 0.1% | 167 |
|
|
2021
Q4 | $913K | Buy |
+11,909
| New | +$913K | 0.07% | 227 |
|