CWS
Confluence Wealth Services’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
42,422
+646
| +2% | +$51.1K | 0.18% | 65 |
|
|
2025
Q1 | $3.29M | Sell |
41,776
-884
| -2% | -$69.6K | 0.21% | 61 |
|
|
2024
Q4 | $4.12M | Buy |
42,660
+1,107
| +3% | +$107K | 0.27% | 51 |
|
|
2024
Q3 | $4.72M | Sell |
41,553
-1,304
| -3% | -$148K | 0.35% | 40 |
|
|
2024
Q2 | $5.31M | Buy |
42,857
+2,079
| +5% | +$257K | 0.42% | 34 |
|
|
2024
Q1 | $5.38M | Buy |
40,778
+3,494
| +9% | +$461K | 0.47% | 32 |
|
|
2023
Q4 | $4.06M | Buy |
37,284
+3,108
| +9% | +$339K | 0.45% | 33 |
|
|
2023
Q3 | $3.52M | Buy |
34,176
+502
| +1% | +$51.7K | 0.69% | 30 |
|
|
2023
Q2 | $3.89M | Sell |
33,674
-375
| -1% | -$43.3K | 0.82% | 24 |
|
|
2023
Q1 | $3.62M | Buy |
34,049
+2,330
| +7% | +$248K | 0.84% | 24 |
|
|
2022
Q4 | $3.52M | Buy |
31,719
+180
| +0.6% | +$20K | 0.91% | 24 |
|
|
2022
Q3 | $2.72M | Sell |
31,539
-6,480
| -17% | -$558K | 1.15% | 14 |
|
|
2022
Q2 | $3.38M | Buy |
38,019
+859
| +2% | +$76.4K | 1.49% | 7 |
|
|
2022
Q1 | $3.05M | Sell |
37,160
-38
| -0.1% | -$3.12K | 1.1% | 18 |
|
|
2021
Q4 | $2.85M | Buy |
+37,198
| New | +$2.85M | 0.92% | 17 |
|