CWM
Cahaba Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
2,797
-352
| -11% | -$27.9K | 0.02% | 148 |
|
|
2025
Q1 | $283K | Buy |
3,149
+119
| +4% | +$10.7K | 0.02% | 118 |
|
|
2024
Q4 | $301K | Sell |
3,030
-26
| -0.9% | -$2.59K | 0.02% | 115 |
|
|
2024
Q3 | $347K | Sell |
3,056
-126
| -4% | -$14.3K | 0.03% | 109 |
|
|
2024
Q2 | $394K | Sell |
3,182
-274
| -8% | -$33.9K | 0.03% | 99 |
|
|
2024
Q1 | $456K | Buy |
3,456
+7
| +0.2% | +$924 | 0.04% | 91 |
|
|
2023
Q4 | $376K | Buy |
3,449
+456
| +15% | +$49.7K | 0.04% | 93 |
|
|
2023
Q3 | $308K | Sell |
2,993
-386
| -11% | -$39.7K | 0.03% | 105 |
|
|
2023
Q2 | $390K | Sell |
3,379
-44
| -1% | -$5.08K | 0.04% | 91 |
|
|
2023
Q1 | $364K | Sell |
3,423
-38
| -1% | -$4.04K | 0.04% | 96 |
|
|
2022
Q4 | $384K | Sell |
3,461
-24
| -0.7% | -$2.66K | 0.05% | 92 |
|
|
2022
Q3 | $300K | Sell |
3,485
-13
| -0.4% | -$1.12K | 0.04% | 103 |
|
|
2022
Q2 | $318K | Buy |
3,498
+625
| +22% | +$56.8K | 0.05% | 103 |
|
|
2022
Q1 | $254K | Buy |
2,873
+194
| +7% | +$17.2K | 0.03% | 125 |
|
|
2021
Q4 | $205K | Buy |
+2,679
| New | +$205K | 0.03% | 139 |
|