CPWM
Cypress Point Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
+4,738
| New | +$375K | 0.09% | 63 |
|
|
2021
Q3 | – | Sell |
-125
| Closed | -$10K | – | 192 |
|
|
2021
Q2 | $10K | Buy |
+125
| New | +$10K | 0.01% | 137 |
|
|
2021
Q1 | – | Sell |
-4,225
| Closed | -$346K | – | 163 |
|
|
2020
Q4 | $346K | Buy |
+4,225
| New | +$346K | 0.53% | 64 |
|