MWA
MFA Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,758
| Closed | -$200K | – | 269 |
|
|
2024
Q3 | $200K | Sell |
1,758
-198
| -10% | -$22.5K | 0.04% | 94 |
|
|
2024
Q2 | $242K | Buy |
1,956
+19
| +1% | +$2.35K | 0.05% | 89 |
|
|
2024
Q1 | $256K | Sell |
1,937
-2
| -0.1% | -$264 | 0.07% | 77 |
|
|
2023
Q4 | $211K | Buy |
+1,939
| New | +$211K | 0.06% | 87 |
|
|
2023
Q3 | – | Sell |
-1,937
| Closed | -$224K | – | 77 |
|
|
2023
Q2 | $224K | Buy |
+1,937
| New | +$224K | 0.07% | 73 |
|
|
2023
Q1 | – | Sell |
-2,200
| Closed | -$244K | – | 75 |
|
|
2022
Q4 | $244K | Buy |
+2,200
| New | +$244K | 0.09% | 55 |
|
|
2022
Q3 | – | Sell |
-2,200
| Closed | -$201K | – | 61 |
|
|
2022
Q2 | $201K | Buy |
+2,200
| New | +$201K | 0.07% | 58 |
|