PFWA
Paces Ferry Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
3,553
+330
| +10% | +$26.1K | 0.13% | 94 |
|
|
2025
Q1 | $289K | Sell |
3,223
-221
| -6% | -$19.8K | 0.14% | 93 |
|
|
2024
Q4 | $343K | Sell |
3,444
-647
| -16% | -$64.4K | 0.17% | 80 |
|
|
2024
Q3 | $465K | Sell |
4,091
-19
| -0.5% | -$2.16K | 0.27% | 61 |
|
|
2024
Q2 | $509K | Sell |
4,110
-36
| -0.9% | -$4.46K | 0.31% | 57 |
|
|
2024
Q1 | $547K | Sell |
4,146
-85
| -2% | -$11.2K | 0.35% | 55 |
|
|
2023
Q4 | $461K | Buy |
4,231
+141
| +3% | +$15.4K | 0.32% | 60 |
|
|
2023
Q3 | $421K | Sell |
4,090
-19
| -0.5% | -$1.96K | 0.33% | 61 |
|
|
2023
Q2 | $474K | Buy |
4,109
+201
| +5% | +$23.2K | 0.36% | 56 |
|
|
2023
Q1 | $416K | Buy |
3,908
+70
| +2% | +$7.45K | 0.34% | 64 |
|
|
2022
Q4 | $426K | Hold |
3,838
| – | – | 0.41% | 57 |
|
|
2022
Q3 | $331K | Buy |
3,838
+249
| +7% | +$21.5K | 0.36% | 64 |
|
|
2022
Q2 | $327K | Buy |
3,589
+48
| +1% | +$4.37K | 0.32% | 71 |
|
|
2022
Q1 | $291K | Buy |
3,541
+139
| +4% | +$11.4K | 0.23% | 87 |
|
|
2021
Q4 | $261K | Sell |
3,402
-275
| -7% | -$21.1K | 0.19% | 94 |
|
|
2021
Q3 | $276K | Buy |
3,677
+67
| +2% | +$5.03K | 0.22% | 94 |
|
|
2021
Q2 | $281K | Sell |
3,610
-26
| -0.7% | -$2.02K | 0.21% | 93 |
|
|
2021
Q1 | $280K | Buy |
3,636
+286
| +9% | +$22K | 0.24% | 90 |
|
|
2020
Q4 | $274K | Sell |
3,350
-560
| -14% | -$45.8K | 0.25% | 81 |
|
|
2020
Q3 | $324K | Buy |
+3,910
| New | +$324K | 0.28% | 70 |
|