FWM
Fairhaven Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.89M | Sell |
29,012
-1,019
| -3% | -$101K | 0.9% | 25 |
|
|
2024
Q3 | $3.41M | Sell |
30,031
-155
| -0.5% | -$17.6K | 1.04% | 19 |
|
|
2024
Q2 | $3.74M | Hold |
30,186
| – | – | 1.24% | 18 |
|
|
2024
Q1 | $3.98M | Sell |
30,186
-699
| -2% | -$92.2K | 1.37% | 18 |
|
|
2023
Q4 | $3.37M | Buy |
30,885
+545
| +2% | +$59.4K | 1.23% | 22 |
|
|
2023
Q3 | $3.12M | Buy |
30,340
+831
| +3% | +$85.6K | 1.25% | 21 |
|
|
2023
Q2 | $3.4M | Buy |
+29,509
| New | +$3.4M | 1.3% | 21 |
|
|
2022
Q4 | $3.15M | Buy |
28,407
+1,288
| +5% | +$143K | 1.34% | 19 |
|
|
2022
Q3 | $2.34M | Buy |
27,119
+3,451
| +15% | +$297K | 1.04% | 23 |
|
|
2022
Q2 | $2.16M | Buy |
23,668
+3,915
| +20% | +$357K | 1.01% | 26 |
|
|
2022
Q1 | $1.62M | Buy |
+19,753
| New | +$1.62M | 0.66% | 32 |
|