CWP
CFM Wealth Partners’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
10,458
-3,802
| -27% | -$301K | 0.13% | 80 |
|
|
2025
Q1 | $1.28M | Sell |
14,260
-3,699
| -21% | -$332K | 0.23% | 69 |
|
|
2024
Q4 | $1.79M | Sell |
17,959
-663
| -4% | -$66K | 0.3% | 60 |
|
|
2024
Q3 | $2.11M | Sell |
18,622
-854
| -4% | -$97K | 0.37% | 57 |
|
|
2024
Q2 | $2.41M | Buy |
19,476
+385
| +2% | +$47.7K | 0.44% | 52 |
|
|
2024
Q1 | $2.52M | Sell |
19,091
-195
| -1% | -$25.7K | 0.51% | 51 |
|
|
2023
Q4 | $2.1M | Sell |
19,286
-194
| -1% | -$21.2K | 0.48% | 55 |
|
|
2023
Q3 | $2.01M | Buy |
19,480
+93
| +0.5% | +$9.57K | 0.53% | 50 |
|
|
2023
Q2 | $2.24M | Sell |
19,387
-168
| -0.9% | -$19.4K | 0.54% | 50 |
|
|
2023
Q1 | $2.08M | Buy |
19,555
+701
| +4% | +$74.6K | 0.56% | 48 |
|
|
2022
Q4 | $2.09M | Sell |
18,854
-5
| -0% | -$555 | 0.63% | 47 |
|
|
2022
Q3 | $1.62M | Buy |
18,859
+4,779
| +34% | +$412K | 0.52% | 52 |
|
|
2022
Q2 | $1.28M | Buy |
14,080
+472
| +3% | +$43K | 0.39% | 65 |
|
|
2022
Q1 | $1.12M | Buy |
13,608
+63
| +0.5% | +$5.17K | 0.27% | 76 |
|
|
2021
Q4 | $1.04M | Buy |
13,545
+1,597
| +13% | +$123K | 0.23% | 82 |
|
|
2021
Q3 | $897K | Buy |
11,948
+204
| +2% | +$15.3K | 0.23% | 86 |
|
|
2021
Q2 | $913K | Buy |
11,744
+83
| +0.7% | +$6.45K | 0.24% | 79 |
|
|
2021
Q1 | $899K | Sell |
11,661
-160
| -1% | -$12.3K | 0.27% | 80 |
|
|
2020
Q4 | $967K | Sell |
11,821
-515
| -4% | -$42.1K | 0.31% | 72 |
|
|
2020
Q3 | $1.02M | Sell |
12,336
-3,614
| -23% | -$300K | 0.37% | 56 |
|
|
2020
Q2 | $1.23M | Buy |
15,950
+4,237
| +36% | +$328K | 0.47% | 50 |
|
|
2020
Q1 | $901K | Buy |
11,713
+420
| +4% | +$32.3K | 0.42% | 52 |
|
|
2019
Q4 | $1.03M | Buy |
+11,293
| New | +$1.03M | 0.38% | 58 |
|