GWAG
Garrett Wealth Advisory Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Hold |
4,693
| – | – | 0.08% | 76 |
|
|
2025
Q1 | $421K | Sell |
4,693
-22
| -0.5% | -$1.98K | 0.09% | 66 |
|
|
2024
Q4 | $469K | Buy |
4,715
+986
| +26% | +$98.1K | 0.11% | 59 |
|
|
2024
Q3 | $423K | Hold |
3,729
| – | – | 0.1% | 60 |
|
|
2024
Q2 | $462K | Sell |
3,729
-95
| -2% | -$11.8K | 0.17% | 52 |
|
|
2024
Q1 | $505K | Hold |
3,824
| – | – | 0.21% | 32 |
|
|
2023
Q4 | $417K | Buy |
3,824
+290
| +8% | +$31.6K | 0.17% | 32 |
|
|
2023
Q3 | $364K | Buy |
3,534
+251
| +8% | +$25.8K | 0.17% | 38 |
|
|
2023
Q2 | $379K | Buy |
3,283
+159
| +5% | +$18.3K | 0.17% | 36 |
|
|
2023
Q1 | $332K | Buy |
3,124
+370
| +13% | +$39.4K | 0.16% | 35 |
|
|
2022
Q4 | $306K | Hold |
2,754
| – | – | 0.16% | 36 |
|
|
2022
Q3 | $237K | Buy |
2,754
+210
| +8% | +$18.1K | 0.13% | 40 |
|
|
2022
Q2 | $232K | Hold |
2,544
| – | – | 0.13% | 44 |
|
|
2022
Q1 | $209K | Buy |
+2,544
| New | +$209K | 0.11% | 58 |
|
|
2021
Q1 | – | Sell |
-2,662
| Closed | -$218K | – | 50 |
|
|
2020
Q4 | $218K | Hold |
2,662
| – | – | 0.16% | 45 |
|
|
2020
Q3 | $221K | Sell |
2,662
-525
| -16% | -$43.6K | 0.17% | 45 |
|
|
2020
Q2 | $247K | Hold |
3,187
| – | – | 0.2% | 40 |
|
|
2020
Q1 | $246K | Buy |
3,187
+141
| +5% | +$10.9K | 0.23% | 36 |
|
|
2019
Q4 | $278K | Sell |
3,046
-120
| -4% | -$11K | 0.21% | 40 |
|
|
2019
Q3 | $267K | Hold |
3,166
| – | – | 0.19% | 40 |
|
|
2019
Q2 | $265K | Sell |
3,166
-200
| -6% | -$16.7K | 0.21% | 42 |
|
|
2019
Q1 | $280K | Buy |
3,366
+53
| +2% | +$4.41K | 0.23% | 41 |
|
|
2018
Q4 | $251K | Buy |
+3,313
| New | +$251K | 0.23% | 37 |
|