FWA
FSM Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
8,867
+4,003
| +82% | +$324K | 0.12% | 113 |
|
|
2025
Q1 | $437K | Sell |
4,864
-1,849
| -28% | -$166K | 0.1% | 117 |
|
|
2024
Q4 | $676K | Sell |
6,713
-492
| -7% | -$49.5K | 0.17% | 80 |
|
|
2024
Q3 | $818K | Buy |
7,205
+449
| +7% | +$51K | 0.22% | 68 |
|
|
2024
Q2 | $836K | Buy |
6,756
+20
| +0.3% | +$2.48K | 0.28% | 58 |
|
|
2024
Q1 | $889K | Sell |
6,736
-120
| -2% | -$15.8K | 0.32% | 57 |
|
|
2023
Q4 | $747K | Buy |
6,856
+360
| +6% | +$39.2K | 0.32% | 62 |
|
|
2023
Q3 | $669K | Sell |
6,496
-858
| -12% | -$88.3K | 0.34% | 62 |
|
|
2023
Q2 | $799K | Sell |
7,354
-39
| -0.5% | -$4.24K | 0.4% | 53 |
|
|
2023
Q1 | $787K | Buy |
7,393
+891
| +14% | +$94.8K | 0.46% | 46 |
|
|
2022
Q4 | $721K | Sell |
6,502
-115
| -2% | -$12.8K | 0.51% | 49 |
|
|
2022
Q3 | $570K | Buy |
+6,617
| New | +$570K | 0.47% | 56 |
|