CPWA
Cerro Pacific Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
4,294
-2,280
| -35% | -$180K | 0.09% | 122 |
|
|
2025
Q1 | $654K | Sell |
6,574
-92
| -1% | -$9.15K | 0.21% | 89 |
|
|
2024
Q4 | $757K | Buy |
6,666
+818
| +14% | +$92.9K | 0.25% | 79 |
|
|
2024
Q3 | $724K | Hold |
5,848
| – | – | 0.27% | 76 |
|
|
2024
Q2 | $724K | Buy |
+5,848
| New | +$724K | 0.28% | 76 |
|
|
2023
Q1 | $327K | Sell |
3,069
-2
| -0.1% | -$213 | 0.18% | 112 |
|
|
2022
Q4 | $341K | Buy |
3,071
+290
| +10% | +$32.2K | 0.18% | 123 |
|
|
2022
Q3 | $240K | Buy |
+2,781
| New | +$240K | 0.15% | 135 |
|
|
2020
Q4 | $392K | Buy |
+4,796
| New | +$392K | 0.23% | 83 |
|