CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
20,555
-4,490
| -18% | -$355K | 0.03% | 140 |
|
|
2025
Q1 | $2.25M | Sell |
25,045
-1,790
| -7% | -$161K | 0.04% | 113 |
|
|
2024
Q4 | $2.67M | Buy |
26,835
+2,025
| +8% | +$201K | 0.05% | 99 |
|
|
2024
Q3 | $2.82M | Sell |
24,810
-1,335
| -5% | -$152K | 0.06% | 90 |
|
|
2024
Q2 | $3.24M | Buy |
26,145
+146
| +0.6% | +$18.1K | 0.07% | 81 |
|
|
2024
Q1 | $3.43M | Sell |
25,999
-443
| -2% | -$58.5K | 0.08% | 76 |
|
|
2023
Q4 | $2.88M | Buy |
26,442
+888
| +3% | +$96.8K | 0.07% | 83 |
|
|
2023
Q3 | $2.63M | Sell |
25,554
-104
| -0.4% | -$10.7K | 0.07% | 78 |
|
|
2023
Q2 | $2.96M | Sell |
25,658
-1,809
| -7% | -$209K | 0.08% | 76 |
|
|
2023
Q1 | $2.92M | Buy |
27,467
+1,955
| +8% | +$208K | 0.09% | 79 |
|
|
2022
Q4 | $2.83M | Buy |
25,512
+303
| +1% | +$33.6K | 0.11% | 85 |
|
|
2022
Q3 | $2.17M | Sell |
25,209
-45
| -0.2% | -$3.88K | 0.27% | 40 |
|
|
2022
Q2 | $2.3M | Sell |
25,254
-896
| -3% | -$81.7K | 0.1% | 89 |
|
|
2022
Q1 | $2.15M | Buy |
26,150
+681
| +3% | +$55.9K | 0.08% | 101 |
|
|
2021
Q4 | $1.95M | Sell |
25,469
-1,066
| -4% | -$81.7K | 0.07% | 100 |
|
|
2021
Q3 | $1.99M | Sell |
26,535
-165
| -0.6% | -$12.4K | 0.08% | 100 |
|
|
2021
Q2 | $2.08M | Sell |
26,700
-552
| -2% | -$42.9K | 0.09% | 98 |
|
|
2021
Q1 | $2.1M | Buy |
27,252
+430
| +2% | +$33.2K | 0.1% | 95 |
|
|
2020
Q4 | $2.19M | Sell |
26,822
-991
| -4% | -$81.1K | 0.11% | 85 |
|
|
2020
Q3 | $2.31M | Sell |
27,813
-1,370
| -5% | -$114K | 0.13% | 81 |
|
|
2020
Q2 | $2.26M | Buy |
+29,183
| New | +$2.26M | 0.14% | 79 |
|
|
2019
Q4 | $2.34M | Buy |
25,759
+1,858
| +8% | +$169K | 0.19% | 68 |
|
|
2019
Q3 | $2.01M | Buy |
23,901
+6,304
| +36% | +$531K | 0.18% | 69 |
|
|
2019
Q2 | $1.48M | Sell |
17,597
-634
| -3% | -$53.2K | 0.15% | 70 |
|
|
2019
Q1 | $1.52M | Sell |
18,231
-13,421
| -42% | -$1.12M | 0.17% | 64 |
|
|
2018
Q4 | $2.42M | Buy |
31,652
+1,748
| +6% | +$134K | 0.24% | 62 |
|
|
2018
Q3 | $2.12M | Buy |
29,904
+144
| +0.5% | +$10.2K | 0.2% | 62 |
|
|
2018
Q2 | $1.81M | Buy |
29,760
+242
| +0.8% | +$14.7K | 0.18% | 65 |
|
|
2018
Q1 | $1.61M | Buy |
29,518
+144
| +0.5% | +$7.84K | 0.16% | 67 |
|
|
2017
Q4 | $1.65M | Sell |
29,374
-98
| -0.3% | -$5.52K | 0.17% | 62 |
|
|
2017
Q3 | $1.89M | Buy |
29,472
+97
| +0.3% | +$6.21K | 0.2% | 62 |
|
|
2017
Q2 | $1.88M | Hold |
29,375
| – | – | 0.21% | 61 |
|
|
2017
Q1 | $1.87M | Sell |
29,375
-444
| -1% | -$28.2K | 0.21% | 61 |
|
|
2016
Q4 | $1.76M | Buy |
29,819
+381
| +1% | +$22.4K | 0.2% | 60 |
|
|
2016
Q3 | $1.84M | Buy |
29,438
+12,296
| +72% | +$767K | 0.22% | 60 |
|
|
2016
Q2 | $988K | Buy |
17,142
+824
| +5% | +$47.5K | 0.14% | 74 |
|
|
2016
Q1 | $863K | Sell |
16,318
-428
| -3% | -$22.6K | 0.14% | 76 |
|
|
2015
Q4 | $885K | Sell |
16,746
-373
| -2% | -$19.7K | 0.15% | 77 |
|
|
2015
Q3 | $846K | Buy |
17,119
+975
| +6% | +$48.2K | 0.16% | 83 |
|
|
2015
Q2 | $919K | Sell |
16,144
-694
| -4% | -$39.5K | 0.18% | 68 |
|
|
2015
Q1 | $968K | Buy |
+16,838
| New | +$968K | 0.22% | 59 |
|