GWA
Gratus Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
10,963
-6
| -0.1% | -$475 | 0.13% | 65 |
|
|
2025
Q1 | $985K | Sell |
10,969
-5,980
| -35% | -$537K | 0.16% | 57 |
|
|
2024
Q4 | $1.69M | Sell |
16,949
-486
| -3% | -$48.3K | 0.27% | 35 |
|
|
2024
Q3 | $1.89M | Buy |
17,435
+1,570
| +10% | +$170K | 0.31% | 37 |
|
|
2024
Q2 | $2M | Buy |
15,865
+1,187
| +8% | +$149K | 0.34% | 35 |
|
|
2024
Q1 | $1.84M | Buy |
14,678
+933
| +7% | +$117K | 0.34% | 35 |
|
|
2023
Q4 | $1.5M | Buy |
+13,745
| New | +$1.5M | 0.3% | 41 |
|