CWS Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,046
| Closed | -$273K | – | 141 |
|
|
2025
Q1 | $273K | Buy |
3,046
+578
| +23% | +$51.9K | 0.09% | 108 |
|
|
2024
Q4 | $246K | Sell |
2,468
-50
| -2% | -$4.97K | 0.08% | 110 |
|
|
2024
Q3 | $286K | Sell |
2,518
-15
| -0.6% | -$1.7K | 0.1% | 94 |
|
|
2024
Q2 | $314K | Buy |
2,533
+114
| +5% | +$14.1K | 0.12% | 87 |
|
|
2024
Q1 | $319K | Sell |
2,419
-1,180
| -33% | -$156K | 0.13% | 82 |
|
|
2023
Q4 | $392K | Sell |
3,599
-614
| -15% | -$66.9K | 0.15% | 105 |
|
|
2023
Q3 | $434K | Sell |
4,213
-401
| -9% | -$41.3K | 0.17% | 91 |
|
|
2023
Q2 | $532K | Sell |
4,614
-32
| -0.7% | -$3.69K | 0.2% | 75 |
|
|
2023
Q1 | $494K | Buy |
+4,646
| New | +$494K | 0.2% | 81 |
|
|
2022
Q4 | – | Sell |
-3,380
| Closed | -$291K | – | 146 |
|
|
2022
Q3 | $291K | Sell |
3,380
-338
| -9% | -$29.1K | 0.14% | 107 |
|
|
2022
Q2 | $339K | Buy |
3,718
+576
| +18% | +$52.5K | 0.16% | 105 |
|
|
2022
Q1 | $258K | Sell |
3,142
-108
| -3% | -$8.87K | 0.1% | 127 |
|
|
2021
Q4 | $249K | Buy |
+3,250
| New | +$249K | 0.09% | 134 |
|
|
2020
Q4 | – | Sell |
-5,812
| Closed | -$460K | – | 141 |
|
|
2020
Q3 | $460K | Sell |
5,812
-208
| -3% | -$16.5K | 0.31% | 67 |
|
|
2020
Q2 | $444K | Buy |
6,020
+847
| +16% | +$62.5K | 0.32% | 68 |
|
|
2020
Q1 | $449K | Sell |
5,173
-169
| -3% | -$14.7K | 0.33% | 71 |
|
|
2019
Q4 | $464K | Buy |
+5,342
| New | +$464K | 0.34% | 68 |
|