CWA
Canvas Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+2,762
| New | +$232K | 0.05% | 183 |
|
|
2025
Q1 | – | Sell |
-2,760
| Closed | -$277K | – | 195 |
|
|
2024
Q4 | $277K | Sell |
2,760
-406
| -13% | -$40.7K | 0.07% | 136 |
|
|
2024
Q3 | $360K | Buy |
3,166
+627
| +25% | +$71.2K | 0.1% | 112 |
|
|
2024
Q2 | $293K | Buy |
2,539
+367
| +17% | +$42.3K | 0.09% | 113 |
|
|
2024
Q1 | $272K | Buy |
2,172
+290
| +15% | +$36.4K | 0.09% | 112 |
|
|
2023
Q4 | $223K | Sell |
1,882
-93
| -5% | -$11K | 0.08% | 118 |
|
|
2023
Q3 | $203K | Sell |
1,975
-73
| -4% | -$7.5K | 0.08% | 119 |
|
|
2023
Q2 | $223K | Sell |
2,048
-265
| -11% | -$28.8K | 0.08% | 122 |
|
|
2023
Q1 | $266K | Buy |
2,313
+92
| +4% | +$10.6K | 0.11% | 117 |
|
|
2022
Q4 | $242K | Buy |
+2,221
| New | +$242K | 0.1% | 128 |
|