CWM
Congress Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Sell |
274,803
-19,741
| -7% | -$1.56M | 0.21% | 118 |
|
|
2025
Q1 | $26.5M | Buy |
294,544
+63,404
| +27% | +$5.71M | 0.32% | 73 |
|
|
2024
Q4 | $23M | Sell |
231,140
-9,316
| -4% | -$927K | 0.32% | 81 |
|
|
2024
Q3 | $27.3M | Buy |
240,456
+55,659
| +30% | +$6.32M | 0.36% | 67 |
|
|
2024
Q2 | $22.9M | Buy |
184,797
+34,775
| +23% | +$4.31M | 0.36% | 63 |
|
|
2024
Q1 | $19.8M | Sell |
150,022
-2,981
| -2% | -$393K | 0.34% | 72 |
|
|
2023
Q4 | $16.7M | Buy |
153,003
+15,340
| +11% | +$1.67M | 0.31% | 81 |
|
|
2023
Q3 | $14.2M | Buy |
137,663
+5,746
| +4% | +$592K | 0.29% | 81 |
|
|
2023
Q2 | $15.2M | Buy |
131,917
+1,600
| +1% | +$185K | 0.35% | 66 |
|
|
2023
Q1 | $13.9M | Buy |
130,317
+709
| +0.5% | +$75.4K | 0.33% | 65 |
|
|
2022
Q4 | $14.4M | Buy |
129,608
+5,640
| +5% | +$626K | 0.37% | 61 |
|
|
2022
Q3 | $10.7M | Buy |
123,968
+3,846
| +3% | +$331K | 0.29% | 95 |
|
|
2022
Q2 | $11M | Sell |
120,122
-3,036
| -2% | -$277K | 0.28% | 95 |
|
|
2022
Q1 | $10.1M | Buy |
123,158
+8,289
| +7% | +$680K | 0.22% | 134 |
|
|
2021
Q4 | $8.8M | Buy |
+114,869
| New | +$8.8M | 0.18% | 167 |
|