GWA
Geometric Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,294
| Closed | -$206K | – | 76 |
|
|
2025
Q1 | $206K | Sell |
2,294
-27
| -1% | -$2.42K | 0.04% | 71 |
|
|
2024
Q4 | $231K | Hold |
2,321
| – | – | 0.04% | 65 |
|
|
2024
Q3 | $264K | Hold |
2,321
| – | – | 0.05% | 57 |
|
|
2024
Q2 | $287K | Buy |
2,321
+418
| +22% | +$51.7K | 0.06% | 53 |
|
|
2024
Q1 | $251K | Hold |
1,903
| – | – | 0.06% | 42 |
|
|
2023
Q4 | $207K | Buy |
+1,903
| New | +$207K | 0.06% | 43 |
|
|
2023
Q3 | – | Sell |
-1,877
| Closed | -$201K | – | 38 |
|
|
2023
Q2 | $201K | Buy |
1,877
+77
| +4% | +$8.27K | 0.06% | 38 |
|
|
2023
Q1 | $207K | Buy |
+1,800
| New | +$207K | 0.07% | 36 |
|