CWM
C2C Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,333
| Closed | -$209K | – | 87 |
|
|
2025
Q1 | $209K | Sell |
2,333
-25
| -1% | -$2.24K | 0.2% | 80 |
|
|
2024
Q4 | $235K | Sell |
2,358
-100
| -4% | -$9.95K | 0.22% | 80 |
|
|
2024
Q3 | $252K | Hold |
2,458
| – | – | 0.23% | 76 |
|
|
2024
Q2 | $304K | Hold |
2,458
| – | – | 0.3% | 67 |
|
|
2024
Q1 | $324K | Sell |
2,458
-3,390
| -58% | -$447K | 0.32% | 62 |
|
|
2023
Q4 | $636K | Sell |
5,848
-9,815
| -63% | -$1.07M | 0.54% | 46 |
|
|
2023
Q3 | $1.6M | Hold |
15,663
| – | – | 0.23% | 46 |
|
|
2023
Q2 | $1.65M | Sell |
15,663
-91
| -0.6% | -$9.61K | 0.22% | 48 |
|
|
2023
Q1 | $1.79M | Buy |
15,754
+1,983
| +14% | +$225K | 0.29% | 43 |
|
|
2022
Q4 | $1.52M | Sell |
13,771
-1,568
| -10% | -$173K | 0.26% | 42 |
|
|
2022
Q3 | $1.36M | Sell |
15,339
-1,379
| -8% | -$122K | 0.27% | 46 |
|
|
2022
Q2 | $1.54M | Sell |
16,718
-298
| -2% | -$27.5K | 0.28% | 40 |
|
|
2022
Q1 | $1.46M | Buy |
17,016
+391
| +2% | +$33.6K | 0.25% | 51 |
|
|
2021
Q4 | $1.27M | Buy |
+16,625
| New | +$1.27M | 0.18% | 69 |
|