JPWM
Jamison Private Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
29,051
+639
| +2% | +$50.6K | 0.33% | 71 |
|
|
2025
Q1 | $2.55M | Buy |
28,412
+492
| +2% | +$44.2K | 0.39% | 63 |
|
|
2024
Q4 | $2.78M | Buy |
27,920
+2,387
| +9% | +$237K | 0.41% | 58 |
|
|
2024
Q3 | $2.9M | Buy |
25,533
+2,102
| +9% | +$239K | 0.44% | 56 |
|
|
2024
Q2 | $2.9M | Buy |
23,431
+1,500
| +7% | +$186K | 0.48% | 54 |
|
|
2024
Q1 | $2.89M | Buy |
21,931
+624
| +3% | +$82.3K | 0.49% | 53 |
|
|
2023
Q4 | $2.32M | Buy |
21,307
+612
| +3% | +$66.7K | 0.44% | 59 |
|
|
2023
Q3 | $2.13M | Buy |
+20,695
| New | +$2.13M | 0.44% | 61 |
|