IWA
IBEX Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26M | Buy |
+91,716
| New | +$7.26M | 0.77% | 38 |
|
|
2024
Q3 | – | Sell |
-5,121
| Closed | -$634K | – | 197 |
|
|
2024
Q2 | $634K | Buy |
+5,121
| New | +$634K | 0.1% | 87 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$366 | – | 139 |
|
|
2023
Q4 | $366 | Buy |
+3
| New | +$366 | 0.08% | 94 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$75K | – | 344 |
|
|
2021
Q3 | $75K | Buy |
+1,000
| New | +$75K | 0.01% | 244 |
|
|
2020
Q2 | – | Sell |
-50,271
| Closed | -$3.87M | – | 105 |
|
|
2020
Q1 | $3.87M | Buy |
50,271
+3,297
| +7% | +$254K | 1.51% | 22 |
|
|
2019
Q4 | $4.27M | Buy |
46,974
+3,529
| +8% | +$321K | 1.31% | 24 |
|
|
2019
Q3 | $3.66M | Buy |
43,445
+41,497
| +2,130% | +$3.49M | 1.21% | 28 |
|
|
2019
Q2 | $163K | Buy |
+1,948
| New | +$163K | 0.05% | 141 |
|
|
2018
Q1 | – | Sell |
-6,286
| Closed | -$356K | – | 109 |
|
|
2017
Q4 | $356K | Sell |
6,286
-26,144
| -81% | -$1.48M | 0.16% | 78 |
|
|
2017
Q3 | $2.09M | Buy |
32,430
+272
| +0.8% | +$17.5K | 0.77% | 53 |
|
|
2017
Q2 | $2.02M | Buy |
32,158
+7,613
| +31% | +$478K | 0.8% | 51 |
|
|
2017
Q1 | $1.56M | Buy |
24,545
+7,023
| +40% | +$446K | 0.96% | 43 |
|
|
2016
Q4 | $1.1M | Buy |
17,522
+5,622
| +47% | +$352K | 0.52% | 65 |
|
|
2016
Q3 | $743K | Buy |
+11,900
| New | +$743K | 0.41% | 80 |
|