LWA
Lowe Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Sell |
265
-100
| -27% | -$7.92K | 0.01% | 194 |
|
|
2025
Q1 | $32.8K | Sell |
365
-168
| -32% | -$15.1K | 0.01% | 160 |
|
|
2024
Q4 | $53K | Sell |
533
-100
| -16% | -$9.95K | 0.02% | 129 |
|
|
2024
Q3 | $71.9K | Buy |
633
+101
| +19% | +$11.5K | 0.03% | 101 |
|
|
2024
Q2 | $65.9K | Sell |
532
-30
| -5% | -$3.71K | 0.03% | 104 |
|
|
2024
Q1 | $74.2K | Sell |
562
-55
| -9% | -$7.26K | 0.03% | 93 |
|
|
2023
Q4 | $67.3K | Sell |
617
-75
| -11% | -$8.18K | 0.03% | 95 |
|
|
2023
Q3 | $71.2K | Sell |
692
-100
| -13% | -$10.3K | 0.04% | 87 |
|
|
2023
Q2 | $91.4K | Sell |
792
-50
| -6% | -$5.77K | 0.05% | 82 |
|
|
2023
Q1 | $89.6K | Sell |
842
-344
| -29% | -$36.6K | 0.05% | 79 |
|
|
2022
Q4 | $132K | Sell |
1,186
-200
| -14% | -$22.2K | 0.07% | 59 |
|
|
2022
Q3 | $119K | Sell |
1,386
-41
| -3% | -$3.52K | 0.07% | 55 |
|
|
2022
Q2 | $130K | Sell |
1,427
-440
| -24% | -$40.1K | 0.07% | 54 |
|
|
2022
Q1 | $153K | Sell |
1,867
-1,302
| -41% | -$107K | 0.07% | 52 |
|
|
2021
Q4 | $243K | Buy |
3,169
+230
| +8% | +$17.6K | 0.11% | 41 |
|
|
2021
Q3 | $221K | Buy |
2,939
+425
| +17% | +$32K | 0.1% | 43 |
|
|
2021
Q2 | $196K | Buy |
2,514
+2,025
| +414% | +$158K | 0.09% | 43 |
|
|
2021
Q1 | $38K | Hold |
489
| – | – | 0.02% | 103 |
|
|
2020
Q4 | $40K | Hold |
489
| – | – | 0.02% | 97 |
|
|
2020
Q3 | $41K | Sell |
489
-300
| -38% | -$25.2K | 0.02% | 87 |
|
|
2020
Q2 | $61K | Sell |
789
-556
| -41% | -$43K | 0.04% | 59 |
|
|
2020
Q1 | $103K | Sell |
1,345
-7
| -0.5% | -$536 | 0.07% | 40 |
|
|
2019
Q4 | $123K | Sell |
1,352
-44
| -3% | -$4K | 0.07% | 38 |
|
|
2019
Q3 | $118K | Hold |
1,396
| – | – | 0.07% | 37 |
|
|
2019
Q2 | $117K | Buy |
1,396
+150
| +12% | +$12.6K | 0.07% | 37 |
|
|
2019
Q1 | $103K | Hold |
1,246
| – | – | 0.06% | 41 |
|
|
2018
Q4 | $95K | Sell |
1,246
-77
| -6% | -$5.87K | 0.06% | 40 |
|
|
2018
Q3 | $94K | Sell |
1,323
-123
| -9% | -$8.74K | 0.06% | 43 |
|
|
2018
Q2 | $88K | Hold |
1,446
| – | – | 0.05% | 44 |
|
|
2018
Q1 | $79K | Sell |
1,446
-400
| -22% | -$21.9K | 0.05% | 46 |
|
|
2017
Q4 | $104K | Hold |
1,846
| – | – | 0.06% | 46 |
|
|
2017
Q3 | $118K | Sell |
1,846
-348
| -16% | -$22.2K | 0.07% | 45 |
|
|
2017
Q2 | $141K | Hold |
2,194
| – | – | 0.09% | 38 |
|
|
2017
Q1 | $139K | Hold |
2,194
| – | – | 0.09% | 37 |
|
|
2016
Q4 | $129K | Sell |
2,194
-425
| -16% | -$25K | 0.09% | 36 |
|
|
2016
Q3 | $163K | Hold |
2,619
| – | – | 0.11% | 32 |
|
|
2016
Q2 | $151K | Buy |
2,619
+46
| +2% | +$2.65K | 0.1% | 34 |
|
|
2016
Q1 | $136K | Hold |
2,573
| – | – | 0.09% | 36 |
|
|
2015
Q4 | $136K | Hold |
2,573
| – | – | 0.09% | 37 |
|
|
2015
Q3 | $127K | Sell |
2,573
-50
| -2% | -$2.47K | 0.1% | 33 |
|
|
2015
Q2 | $149K | Hold |
2,623
| – | – | 0.1% | 37 |
|
|
2015
Q1 | $151K | Buy |
2,623
+50
| +2% | +$2.88K | 0.1% | 34 |
|
|
2014
Q4 | $146K | Buy |
+2,573
| New | +$146K | 0.1% | 33 |
|