CWM
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Connecticut Wealth Management’s Merus MRUS Stock Holding History

Connecticut Wealth Management’s Portfolio MRUS Stock Details MRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.75M Buy
33,343
+6,425
+24% +$338K 0.08% 100
2025
Q1 		$1.13M Hold
26,918
– – 0.06% 138
2024
Q4 		$1.13M Hold
26,918
– – 0.06% 124
2024
Q3 		$1.34M Hold
26,918
– – 0.07% 132
2024
Q2 		$1.59M Buy
+26,918
New +$1.59M 0.08% 109