LWANC
Laurel Wealth Advisors (North Carolina)’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Buy |
489,209
+482,829
| +7,568% | +$6.1M | 0.09% | 133 |
|
|
2025
Q1 | $573K | Sell |
6,380
-220
| -3% | -$19.7K | 0.09% | 126 |
|
|
2024
Q4 | $657K | Buy |
6,600
+9
| +0.1% | +$895 | 0.1% | 121 |
|
|
2024
Q3 | $748K | Buy |
6,591
+537
| +9% | +$61K | 0.12% | 116 |
|
|
2024
Q2 | $749K | Buy |
6,054
+120
| +2% | +$14.9K | 0.13% | 115 |
|
|
2024
Q1 | $783K | Hold |
5,934
| – | – | 0.13% | 115 |
|
|
2023
Q4 | $647K | Sell |
5,934
-229
| -4% | -$25K | 0.12% | 115 |
|
|
2023
Q3 | $634K | Sell |
6,163
-22
| -0.4% | -$2.27K | 0.13% | 111 |
|
|
2023
Q2 | $714K | Sell |
6,185
-330
| -5% | -$38.1K | 0.14% | 109 |
|
|
2023
Q1 | $693K | Buy |
6,515
+1,872
| +40% | +$199K | 0.15% | 109 |
|
|
2022
Q4 | $515K | Hold |
4,643
| – | – | 0.12% | 116 |
|
|
2022
Q3 | $400K | Hold |
4,643
| – | – | 0.1% | 120 |
|
|
2022
Q2 | $423K | Hold |
4,643
| – | – | 0.1% | 119 |
|
|
2022
Q1 | $381K | Buy |
4,643
+30
| +0.7% | +$2.46K | 0.08% | 131 |
|
|
2021
Q4 | $354K | Hold |
4,613
| – | – | 0.07% | 135 |
|
|
2021
Q3 | $346K | Hold |
4,613
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $359K | Buy |
4,613
+62
| +1% | +$4.83K | 0.08% | 137 |
|
|
2021
Q1 | $351K | Buy |
4,551
+330
| +8% | +$25.5K | 0.09% | 132 |
|
|
2020
Q4 | $345K | Buy |
4,221
+65
| +2% | +$5.31K | 0.09% | 130 |
|
|
2020
Q3 | $345K | Hold |
4,156
| – | – | 0.1% | 123 |
|
|
2020
Q2 | $321K | Sell |
4,156
-54
| -1% | -$4.17K | 0.11% | 118 |
|
|
2020
Q1 | $324K | Buy |
4,210
+230
| +6% | +$17.7K | 0.12% | 110 |
|
|
2019
Q4 | $362K | Sell |
3,980
-173
| -4% | -$15.7K | 0.11% | 123 |
|
|
2019
Q3 | $350K | Buy |
4,153
+70
| +2% | +$5.9K | 0.12% | 120 |
|
|
2019
Q2 | $342K | Sell |
4,083
-107
| -3% | -$8.96K | 0.12% | 117 |
|
|
2019
Q1 | $348K | Hold |
4,190
| – | – | 0.13% | 115 |
|
|
2018
Q4 | $320K | Buy |
+4,190
| New | +$320K | 0.13% | 112 |
|