DWAM
Duncan Williams Asset Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
7,226
-55
| -0.8% | -$4.35K | 0.18% | 85 |
|
|
2025
Q1 | $654K | Sell |
7,281
-375
| -5% | -$33.7K | 0.24% | 70 |
|
|
2024
Q4 | $762K | Buy |
7,656
+3,045
| +66% | +$303K | 0.3% | 59 |
|
|
2024
Q3 | $524K | Buy |
+4,611
| New | +$524K | 0.29% | 70 |
|
|
2024
Q2 | – | Sell |
-2,519
| Closed | -$332K | – | 68 |
|
|
2024
Q1 | $332K | Buy |
+2,519
| New | +$332K | 0.3% | 52 |
|