LWA
Lineweaver Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
26,741
-4,532
| -14% | -$359K | 0.33% | 59 |
|
|
2025
Q1 | $2.81M | Buy |
31,273
+2,410
| +8% | +$216K | 0.48% | 43 |
|
|
2024
Q4 | $2.87M | Sell |
28,863
-4,807
| -14% | -$478K | 0.53% | 42 |
|
|
2024
Q3 | $3.82M | Buy |
33,670
+2,614
| +8% | +$297K | 0.73% | 31 |
|
|
2024
Q2 | $3.84M | Sell |
31,056
-386
| -1% | -$47.8K | 0.8% | 28 |
|
|
2024
Q1 | $4.15M | Buy |
31,442
+2,277
| +8% | +$301K | 0.99% | 22 |
|
|
2023
Q4 | $3.18M | Buy |
29,165
+5,704
| +24% | +$622K | 0.82% | 25 |
|
|
2023
Q3 | $2.42M | Buy |
23,461
+2,047
| +10% | +$211K | 0.7% | 28 |
|
|
2023
Q2 | $2.47M | Sell |
21,414
-35
| -0.2% | -$4.04K | 0.7% | 28 |
|
|
2023
Q1 | $2.28M | Buy |
21,449
+2,022
| +10% | +$215K | 0.7% | 29 |
|
|
2022
Q4 | $2.16M | Sell |
19,427
-1,357
| -7% | -$151K | 0.65% | 34 |
|
|
2022
Q3 | $1.79M | Buy |
20,784
+2,492
| +14% | +$215K | 0.58% | 38 |
|
|
2022
Q2 | $1.67M | Buy |
18,292
+2,046
| +13% | +$186K | 0.55% | 38 |
|
|
2022
Q1 | $1.33M | Buy |
16,246
+5,965
| +58% | +$489K | 0.38% | 51 |
|
|
2021
Q4 | $788K | Buy |
10,281
+4,345
| +73% | +$333K | 0.23% | 72 |
|
|
2021
Q3 | $445K | Buy |
5,936
+1,192
| +25% | +$89.4K | 0.14% | 88 |
|
|
2021
Q2 | $368K | Buy |
4,744
+83
| +2% | +$6.44K | 0.12% | 85 |
|
|
2021
Q1 | $359K | Buy |
4,661
+532
| +13% | +$41K | 0.13% | 79 |
|
|
2020
Q4 | $337K | Sell |
4,129
-506
| -11% | -$41.3K | 0.13% | 72 |
|
|
2020
Q3 | $384K | Buy |
4,635
+785
| +20% | +$65K | 0.17% | 61 |
|
|
2020
Q2 | $297K | Buy |
3,850
+424
| +12% | +$32.7K | 0.15% | 65 |
|
|
2020
Q1 | $262K | Buy |
3,426
+358
| +12% | +$27.4K | 0.16% | 63 |
|
|
2019
Q4 | $279K | Buy |
+3,068
| New | +$279K | 0.16% | 53 |
|