LAS
LWM Advisory Services’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,171
| Closed | -$216K | – | 99 |
|
|
2024
Q4 | $216K | Sell |
2,171
-375
| -15% | -$37.3K | 0.15% | 90 |
|
|
2024
Q3 | $289K | Buy |
2,546
+442
| +21% | +$50.2K | 0.21% | 78 |
|
|
2024
Q2 | $260K | Sell |
2,104
-488
| -19% | -$60.4K | 0.22% | 71 |
|
|
2024
Q1 | $342K | Sell |
2,592
-30
| -1% | -$3.96K | 0.27% | 67 |
|
|
2023
Q4 | $286K | Buy |
2,622
+31
| +1% | +$3.38K | 0.25% | 65 |
|
|
2023
Q3 | $267K | Sell |
2,591
-54
| -2% | -$5.56K | 0.29% | 59 |
|
|
2023
Q2 | $302K | Sell |
2,645
-400
| -13% | -$45.6K | 0.32% | 58 |
|
|
2023
Q1 | $326K | Buy |
3,045
+2
| +0.1% | +$214 | 0.35% | 59 |
|
|
2022
Q4 | $337K | Sell |
3,043
-2,127
| -41% | -$235K | 0.37% | 55 |
|
|
2022
Q3 | $459K | Buy |
5,170
+903
| +21% | +$80.2K | 0.52% | 58 |
|
|
2022
Q2 | $390K | Buy |
4,267
+970
| +29% | +$88.7K | 0.47% | 66 |
|
|
2022
Q1 | $272K | Buy |
3,297
+317
| +11% | +$26.2K | 0.34% | 88 |
|
|
2021
Q4 | $228K | Buy |
+2,980
| New | +$228K | 0.28% | 98 |
|