MGWA
Monument Group Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
2,857
+250
| +10% | +$19.8K | 0.14% | 51 |
|
|
2025
Q1 | $234K | Buy |
2,607
+77
| +3% | +$6.91K | 0.16% | 43 |
|
|
2024
Q4 | $252K | Hold |
2,530
| – | – | 0.18% | 41 |
|
|
2024
Q3 | $287K | Hold |
2,530
| – | – | 0.17% | 40 |
|
|
2024
Q2 | $313K | Hold |
2,530
| – | – | 0.21% | 34 |
|
|
2024
Q1 | $334K | Buy |
+2,530
| New | +$334K | 0.25% | 30 |
|