EWS
Evergreen Wealth Solutions’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
5,192
-52
| -1% | -$4.12K | 0.25% | 72 |
|
|
2025
Q1 | $471K | Sell |
5,244
-226
| -4% | -$20.3K | 0.32% | 54 |
|
|
2024
Q4 | $544K | Buy |
5,470
+212
| +4% | +$21.1K | 0.38% | 48 |
|
|
2024
Q3 | $597K | Sell |
5,258
-562
| -10% | -$63.8K | 0.41% | 48 |
|
|
2024
Q2 | $721K | Sell |
5,820
-410
| -7% | -$50.8K | 0.51% | 40 |
|
|
2024
Q1 | $822K | Sell |
6,230
-190
| -3% | -$25.1K | 0.61% | 39 |
|
|
2023
Q4 | $700K | Buy |
6,420
+592
| +10% | +$64.5K | 0.6% | 42 |
|
|
2023
Q3 | $600K | Sell |
5,828
-320
| -5% | -$32.9K | 0.61% | 45 |
|
|
2023
Q2 | $709K | Buy |
6,148
+522
| +9% | +$60.2K | 0.72% | 42 |
|
|
2023
Q1 | $599K | Sell |
5,626
-307
| -5% | -$32.7K | 0.69% | 45 |
|
|
2022
Q4 | $658K | Buy |
5,933
+161
| +3% | +$17.9K | 0.87% | 38 |
|
|
2022
Q3 | $497K | Sell |
5,772
-296
| -5% | -$25.5K | 0.71% | 45 |
|
|
2022
Q2 | $553K | Buy |
6,068
+258
| +4% | +$23.5K | 0.68% | 48 |
|
|
2022
Q1 | $477K | Sell |
5,810
-18
| -0.3% | -$1.48K | 0.46% | 49 |
|
|
2021
Q4 | $447K | Buy |
+5,828
| New | +$447K | 0.41% | 56 |
|