PWM
Palumbo Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
4,246
+274
| +7% | +$21.7K | 0.1% | 134 |
|
|
2025
Q1 | $357K | Buy |
3,972
+300
| +8% | +$26.9K | 0.12% | 118 |
|
|
2024
Q4 | $365K | Buy |
3,672
+22
| +0.6% | +$2.19K | 0.14% | 107 |
|
|
2024
Q3 | $414K | Sell |
3,650
-2
| -0.1% | -$227 | 0.16% | 97 |
|
|
2024
Q2 | $452K | Sell |
3,652
-51
| -1% | -$6.32K | 0.19% | 80 |
|
|
2024
Q1 | $489K | Sell |
3,703
-238
| -6% | -$31.4K | 0.22% | 77 |
|
|
2023
Q4 | $430K | Sell |
3,941
-23
| -0.6% | -$2.51K | 0.22% | 80 |
|
|
2023
Q3 | $408K | Sell |
3,964
-174
| -4% | -$17.9K | 0.22% | 74 |
|
|
2023
Q2 | $478K | Sell |
4,138
-8,128
| -66% | -$938K | 0.29% | 63 |
|
|
2023
Q1 | $1.3M | Sell |
12,266
-631
| -5% | -$67.1K | 0.87% | 23 |
|
|
2022
Q4 | $1.43M | Sell |
12,897
-15
| -0.1% | -$1.66K | 1.14% | 18 |
|
|
2022
Q3 | $1.11M | Buy |
12,912
+254
| +2% | +$21.9K | 0.94% | 21 |
|
|
2022
Q2 | $1.15M | Buy |
12,658
+363
| +3% | +$33.1K | 0.92% | 19 |
|
|
2022
Q1 | $1.01M | Buy |
12,295
+304
| +3% | +$24.9K | 0.65% | 36 |
|
|
2021
Q4 | $919K | Buy |
11,991
+1,006
| +9% | +$77.1K | 0.58% | 38 |
|
|
2021
Q3 | $825K | Buy |
10,985
+693
| +7% | +$52K | 0.54% | 38 |
|
|
2021
Q2 | $800K | Buy |
10,292
+642
| +7% | +$49.9K | 0.54% | 43 |
|
|
2021
Q1 | $744K | Buy |
9,650
+760
| +9% | +$58.6K | 0.56% | 44 |
|
|
2020
Q4 | $727K | Buy |
+8,890
| New | +$727K | 0.59% | 34 |
|