PWM
PBMares Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
15,461
+43
| +0.3% | +$3.4K | 0.22% | 56 |
|
|
2025
Q1 | $1.38M | Sell |
15,418
-734
| -5% | -$65.9K | 0.28% | 50 |
|
|
2024
Q4 | $1.61M | Sell |
16,152
-230
| -1% | -$22.9K | 0.33% | 48 |
|
|
2024
Q3 | $1.86M | Buy |
16,382
+200
| +1% | +$22.7K | 0.39% | 37 |
|
|
2024
Q2 | $2M | Sell |
16,182
-4
| -0% | -$495 | 0.49% | 33 |
|
|
2024
Q1 | $2.14M | Sell |
16,186
-7
| -0% | -$924 | 0.56% | 32 |
|
|
2023
Q4 | $1.77M | Sell |
16,193
-727
| -4% | -$79.3K | 0.53% | 33 |
|
|
2023
Q3 | $1.74M | Sell |
16,920
-299
| -2% | -$30.8K | 0.63% | 28 |
|
|
2023
Q2 | $1.99M | Sell |
17,219
-1
| -0% | -$115 | 0.71% | 24 |
|
|
2023
Q1 | $1.83M | Hold |
17,220
| – | – | 0.68% | 24 |
|
|
2022
Q4 | $1.91M | Sell |
17,220
-250
| -1% | -$27.7K | 0.77% | 23 |
|
|
2022
Q3 | $1.51M | Buy |
17,470
+820
| +5% | +$70.6K | 0.66% | 31 |
|
|
2022
Q2 | $1.52M | Buy |
16,650
+101
| +0.6% | +$9.21K | 0.65% | 29 |
|
|
2022
Q1 | $1.36M | Sell |
16,549
-319
| -2% | -$26.2K | 0.84% | 23 |
|
|
2021
Q4 | $1.29M | Buy |
16,868
+320
| +2% | +$24.5K | 0.55% | 34 |
|
|
2021
Q3 | $1.24M | Hold |
16,548
| – | – | 0.59% | 31 |
|
|
2021
Q2 | $1.29M | Buy |
16,548
+163
| +1% | +$12.7K | 0.7% | 27 |
|
|
2021
Q1 | $1.26M | Buy |
16,385
+583
| +4% | +$44.9K | 1.03% | 24 |
|
|
2020
Q4 | $1.29M | Buy |
15,802
+1,530
| +11% | +$125K | 1.49% | 14 |
|
|
2020
Q3 | $1.18M | Hold |
14,272
| – | – | 1.74% | 12 |
|
|
2020
Q2 | $1.1M | Buy |
14,272
+1
| +0% | +$77 | 1.66% | 12 |
|
|
2020
Q1 | $1.1M | Buy |
14,271
+275
| +2% | +$21.2K | 1.73% | 12 |
|
|
2019
Q4 | $1.27M | Buy |
+13,996
| New | +$1.27M | 1.52% | 16 |
|