DWA

Dougherty Wealth Advisers’s Merck MRK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$39.6K	Hold	500	–	–	0.03%	89
2025 Q1	$44.9K	Hold	500	–	–	0.03%	84
2024 Q4	$49.7K	Hold	500	–	–	0.04%	82
2024 Q3	$56.8K	Hold	500	–	–	0.05%	76
2024 Q2	$61.9K	Hold	500	–	–	0.05%	69
2024 Q1	$66K	Hold	500	–	–	0.06%	69
2023 Q4	$54.5K	Hold	500	–	–	0.05%	78
2023 Q3	$51.5K	Hold	500	–	–	0.06%	74
2023 Q2	$57.7K	Hold	500	–	–	0.08%	74
2023 Q1	$53.2K	Hold	500	–	–	0.08%	78
2022 Q4	$55.5K	Hold	500	–	–	0.09%	81
2022 Q3	$43K	Hold	500	–	–	0.09%	82
2022 Q2	$46K	Hold	500	–	–	0.09%	86
2022 Q1	$41K	Hold	500	–	–	0.06%	97
2021 Q4	$38K	Hold	500	–	–	0.05%	109
2021 Q3	$38K	Hold	500	–	–	0.06%	105
2021 Q2	$39K	Hold	500	–	–	0.06%	104
2021 Q1	$39K	Hold	500	–	–	0.06%	105
2020 Q4	$41K	Hold	500	–	–	0.06%	112
2020 Q3	$41K	Hold	500	–	–	0.14%	109
2020 Q2	$39K	Hold	500	–	–	0.14%	109
2020 Q1	$38K	Hold	500	–	–	0.15%	108
2019 Q4	$45K	Hold	500	–	–	0.14%	122
2019 Q3	$42K	Hold	500	–	–	0.14%	118
2019 Q2	$42K	Hold	500	–	–	0.12%	137
2019 Q1	$42K	Hold	500	–	–	0.14%	119
2018 Q4	$38K	Buy	+500	New	+$38K	0.13%	127