DWA
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Delap Wealth Advisory’s Merck MRK Stock Holding History

Delap Wealth Advisory’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,547
Closed -$468K – 231
2024
Q1 		$468K Buy
+3,547
New +$468K 0.19% 81