EWA
EverSource Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
16,796
+2,720
| +19% | +$215K | 0.06% | 218 |
|
|
2025
Q1 | $1.26M | Buy |
14,076
+439
| +3% | +$39.4K | 0.07% | 212 |
|
|
2024
Q4 | $1.36M | Sell |
13,637
-15,168
| -53% | -$1.51M | 0.08% | 199 |
|
|
2024
Q3 | $3.27M | Sell |
28,805
-816
| -3% | -$92.7K | 0.21% | 101 |
|
|
2024
Q2 | $3.35M | Buy |
29,621
+403
| +1% | +$45.6K | 0.22% | 97 |
|
|
2024
Q1 | $3.78M | Buy |
29,218
+2,045
| +8% | +$264K | 0.3% | 77 |
|
|
2023
Q4 | $2.96M | Sell |
27,173
-7,293
| -21% | -$795K | 0.27% | 87 |
|
|
2023
Q3 | $3.55M | Buy |
34,466
+1,225
| +4% | +$126K | 0.38% | 71 |
|
|
2023
Q2 | $3.84M | Buy |
33,241
+562
| +2% | +$64.8K | 0.42% | 64 |
|
|
2023
Q1 | $3.48M | Buy |
32,679
+589
| +2% | +$62.7K | 0.43% | 61 |
|
|
2022
Q4 | $3.56M | Buy |
32,090
+23,070
| +256% | +$2.56M | 0.54% | 46 |
|
|
2022
Q3 | $777K | Buy |
9,020
+3,856
| +75% | +$332K | 0.18% | 109 |
|
|
2022
Q2 | $471K | Sell |
5,164
-111
| -2% | -$10.1K | 0.12% | 157 |
|
|
2022
Q1 | $433K | Buy |
5,275
+1,379
| +35% | +$113K | 0.11% | 170 |
|
|
2021
Q4 | $298K | Buy |
+3,896
| New | +$298K | 0.08% | 174 |
|