CWM
Cedar Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
1,318
+54
| +4% | +$4.28K | 0.04% | 94 |
|
|
2025
Q1 | $113K | Hold |
1,264
| – | – | 0.04% | 92 |
|
|
2024
Q4 | $126K | Hold |
1,264
| – | – | 0.05% | 83 |
|
|
2024
Q3 | $144K | Hold |
1,264
| – | – | 0.04% | 113 |
|
|
2024
Q2 | $156K | Sell |
1,264
-110
| -8% | -$13.6K | 0.05% | 113 |
|
|
2024
Q1 | $181K | Sell |
1,374
-1,532
| -53% | -$202K | 0.06% | 115 |
|
|
2023
Q4 | $317K | Hold |
2,906
| – | – | 0.12% | 81 |
|
|
2023
Q3 | $299K | Hold |
2,906
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $335K | Hold |
2,906
| – | – | 0.13% | 76 |
|
|
2023
Q1 | $309K | Sell |
2,906
-2,560
| -47% | -$272K | 0.13% | 75 |
|
|
2022
Q4 | $606K | Sell |
5,466
-1,998
| -27% | -$222K | 0.3% | 49 |
|
|
2022
Q3 | $643K | Hold |
7,464
| – | – | 0.32% | 55 |
|
|
2022
Q2 | $680K | Sell |
7,464
-3,046
| -29% | -$278K | 0.31% | 51 |
|
|
2022
Q1 | $862K | Sell |
10,510
-6,135
| -37% | -$503K | 0.35% | 46 |
|
|
2021
Q4 | $1.28M | Buy |
16,645
+2,685
| +19% | +$206K | 0.52% | 38 |
|
|
2021
Q3 | $1.05M | Buy |
13,960
+562
| +4% | +$42.2K | 0.47% | 40 |
|
|
2021
Q2 | $1.04M | Buy |
13,398
+2,384
| +22% | +$185K | 0.47% | 42 |
|
|
2021
Q1 | $849K | Buy |
11,014
+4,579
| +71% | +$353K | 0.42% | 46 |
|
|
2020
Q4 | $526K | Buy |
6,435
+3,420
| +113% | +$280K | 0.28% | 57 |
|
|
2020
Q3 | $250K | Hold |
3,015
| – | – | 0.16% | 82 |
|
|
2020
Q2 | $233K | Sell |
3,015
-427
| -12% | -$33K | 0.16% | 77 |
|
|
2020
Q1 | $265K | Buy |
+3,442
| New | +$265K | 0.18% | 66 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$5K | – | 211 |
|
|
2018
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 166 |
|
|
2016
Q2 | – | Sell |
-112
| Closed | -$6K | – | 138 |
|
|
2016
Q1 | $6K | Hold |
112
| – | – | ﹤0.01% | 96 |
|
|
2015
Q4 | $6K | Buy |
+112
| New | +$6K | 0.01% | 29 |
|