DWM
Diversify Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
38,031
+6,897
| +22% | +$554K | 0.19% | 143 |
|
|
2025
Q1 | $2.64M | Buy |
31,134
+10,839
| +53% | +$918K | 0.2% | 140 |
|
|
2024
Q4 | $2.01M | Buy |
20,295
+6,824
| +51% | +$677K | 0.16% | 158 |
|
|
2024
Q3 | $1.43M | Buy |
13,471
+1,935
| +17% | +$206K | 0.14% | 163 |
|
|
2024
Q2 | $1.3M | Buy |
+11,536
| New | +$1.3M | 0.16% | 136 |
|