OWM
OneAscent Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
5,199
+920
| +22% | +$72.9K | 0.15% | 76 |
|
|
2025
Q1 | $384K | Sell |
4,279
-650
| -13% | -$58.3K | 0.17% | 69 |
|
|
2024
Q4 | $490K | Buy |
4,929
+530
| +12% | +$52.7K | 0.2% | 60 |
|
|
2024
Q3 | $503K | Buy |
4,399
+1,722
| +64% | +$197K | 0.19% | 66 |
|
|
2024
Q2 | $333K | Buy |
2,677
+76
| +3% | +$9.45K | 0.17% | 58 |
|
|
2024
Q1 | $345K | Buy |
+2,601
| New | +$345K | 0.13% | 110 |
|