IWA
IVC Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
19,206
-193
| -1% | -$15.3K | 0.74% | 28 |
|
|
2025
Q1 | $1.74M | Sell |
19,399
-866
| -4% | -$77.7K | 0.94% | 22 |
|
|
2024
Q4 | $2.02M | Sell |
20,265
-1,121
| -5% | -$112K | 1.13% | 17 |
|
|
2024
Q3 | $2.43M | Sell |
21,386
-416
| -2% | -$47.2K | 1.33% | 15 |
|
|
2024
Q2 | $2.7M | Buy |
21,802
+42
| +0.2% | +$5.2K | 1.51% | 12 |
|
|
2024
Q1 | $2.87M | Buy |
21,760
+592
| +3% | +$78.1K | 1.66% | 10 |
|
|
2023
Q4 | $2.31M | Buy |
21,168
+425
| +2% | +$46.3K | 1.43% | 13 |
|
|
2023
Q3 | $2.14M | Buy |
20,743
+25
| +0.1% | +$2.57K | 1.43% | 10 |
|
|
2023
Q2 | $2.39M | Sell |
20,718
-62
| -0.3% | -$7.15K | 1.51% | 8 |
|
|
2023
Q1 | $2.21M | Sell |
20,780
-330
| -2% | -$35.1K | 1.57% | 8 |
|
|
2022
Q4 | $2.34M | Sell |
21,110
-62
| -0.3% | -$6.88K | 1.73% | 6 |
|
|
2022
Q3 | $1.82M | Buy |
21,172
+1
| +0% | +$86 | 1.47% | 13 |
|
|
2022
Q2 | $1.93M | Buy |
21,171
+143
| +0.7% | +$13K | 1.49% | 12 |
|
|
2022
Q1 | $1.73M | Buy |
21,028
+786
| +4% | +$64.5K | 1.13% | 16 |
|
|
2021
Q4 | $1.55M | Buy |
20,242
+11
| +0.1% | +$843 | 1% | 21 |
|
|
2021
Q3 | $1.52M | Sell |
20,231
-443
| -2% | -$33.3K | 1.05% | 22 |
|
|
2021
Q2 | $1.61M | Buy |
20,674
+402
| +2% | +$31.3K | 1.13% | 17 |
|
|
2021
Q1 | $1.56M | Buy |
20,272
+252
| +1% | +$19.4K | 1.23% | 15 |
|
|
2020
Q4 | $1.64M | Buy |
+20,020
| New | +$1.64M | 1.56% | 12 |
|