PWA
Phoenix Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
6,036
-20,525
| -77% | -$1.62M | 0.2% | 84 |
|
|
2025
Q1 | $2.38M | Buy |
26,561
+114
| +0.4% | +$10.2K | 1.04% | 32 |
|
|
2024
Q4 | $2.63M | Sell |
26,447
-931
| -3% | -$92.6K | 1.14% | 27 |
|
|
2024
Q3 | $3.11M | Sell |
27,378
-866
| -3% | -$98.3K | 1.44% | 19 |
|
|
2024
Q2 | $3.5M | Buy |
28,244
+373
| +1% | +$46.2K | 1.76% | 14 |
|
|
2024
Q1 | $3.68M | Buy |
27,871
+406
| +1% | +$53.6K | 2.24% | 11 |
|
|
2023
Q4 | $3.11M | Sell |
27,465
-1,302
| -5% | -$147K | 2.17% | 14 |
|
|
2023
Q3 | $2.96M | Buy |
28,767
+672
| +2% | +$69.2K | 1.74% | 14 |
|
|
2023
Q2 | $3.24M | Buy |
28,095
+12,910
| +85% | +$1.49M | 1.89% | 10 |
|
|
2023
Q1 | $1.62M | Sell |
15,185
-1,679
| -10% | -$179K | 1% | 26 |
|
|
2022
Q4 | $1.87M | Buy |
16,864
+1,216
| +8% | +$135K | 1.13% | 24 |
|
|
2022
Q3 | $1.35M | Buy |
15,648
+878
| +6% | +$75.6K | 1.35% | 29 |
|
|
2022
Q2 | $1.35M | Buy |
14,770
+1,567
| +12% | +$143K | 1.33% | 27 |
|
|
2022
Q1 | $1.12M | Buy |
13,203
+2,223
| +20% | +$189K | 1.16% | 24 |
|
|
2021
Q4 | $842K | Buy |
10,980
+3,501
| +47% | +$268K | 0.64% | 41 |
|
|
2021
Q3 | $562K | Buy |
7,479
+508
| +7% | +$38.2K | 0.42% | 62 |
|
|
2021
Q2 | $545K | Buy |
6,971
+167
| +2% | +$13.1K | 0.39% | 67 |
|
|
2021
Q1 | $525K | Buy |
6,804
+845
| +14% | +$65.2K | 0.41% | 54 |
|
|
2020
Q4 | $487K | Buy |
+5,959
| New | +$487K | 0.37% | 61 |
|