PWMG
Prestige Wealth Management Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
29,870
-1,968
| -6% | -$157K | 0.49% | 38 |
|
|
2025
Q1 | $2.88M | Buy |
31,838
+487
| +2% | +$44.1K | 0.62% | 28 |
|
|
2024
Q4 | $3.14M | Sell |
31,351
-158
| -0.5% | -$15.8K | 0.65% | 32 |
|
|
2024
Q3 | $3.6M | Buy |
31,509
+710
| +2% | +$81.2K | 0.74% | 27 |
|
|
2024
Q2 | $3.84M | Buy |
30,799
+454
| +1% | +$56.6K | 0.83% | 26 |
|
|
2024
Q1 | $4.03M | Sell |
30,345
-679
| -2% | -$90.1K | 0.87% | 25 |
|
|
2023
Q4 | $3.41M | Sell |
31,024
-760
| -2% | -$83.4K | 0.77% | 27 |
|
|
2023
Q3 | $3.3M | Sell |
31,784
-634
| -2% | -$65.7K | 0.81% | 24 |
|
|
2023
Q2 | $3.76M | Sell |
32,418
-6,087
| -16% | -$707K | 0.89% | 21 |
|
|
2023
Q1 | $4.12M | Buy |
38,505
+7,020
| +22% | +$752K | 1.04% | 19 |
|
|
2022
Q4 | $3.52M | Sell |
31,485
-6,197
| -16% | -$692K | 0.92% | 22 |
|
|
2022
Q3 | $3.27M | Buy |
37,682
+819
| +2% | +$71.1K | 0.92% | 22 |
|
|
2022
Q2 | $3.39M | Sell |
36,863
-2,099
| -5% | -$193K | 0.92% | 22 |
|
|
2022
Q1 | $3.2M | Buy |
38,962
+5,862
| +18% | +$481K | 0.79% | 23 |
|
|
2021
Q4 | $2.54M | Buy |
33,100
+2,285
| +7% | +$175K | 0.61% | 30 |
|
|
2021
Q3 | $2.31M | Buy |
30,815
+689
| +2% | +$51.7K | 0.59% | 30 |
|
|
2021
Q2 | $2.34M | Buy |
30,126
+1,350
| +5% | +$105K | 0.62% | 29 |
|
|
2021
Q1 | $2.22M | Sell |
28,776
-553
| -2% | -$42.6K | 0.61% | 29 |
|
|
2020
Q4 | $2.4M | Sell |
29,329
-522
| -2% | -$42.7K | 0.66% | 28 |
|
|
2020
Q3 | $2.48M | Sell |
29,851
-236
| -0.8% | -$19.6K | 0.75% | 21 |
|
|
2020
Q2 | $2.33M | Sell |
30,087
-680
| -2% | -$52.6K | 0.82% | 21 |
|
|
2020
Q1 | $2.37M | Sell |
30,767
-6,159
| -17% | -$474K | 1% | 16 |
|
|
2019
Q4 | $3.36M | Sell |
36,926
-330
| -0.9% | -$30K | 1.84% | 10 |
|
|
2019
Q3 | $3.14M | Sell |
37,256
-26
| -0.1% | -$2.19K | 1.84% | 8 |
|
|
2019
Q2 | $3.13M | Sell |
37,282
-643
| -2% | -$53.9K | 1.89% | 8 |
|
|
2019
Q1 | $3.15M | Buy |
37,925
+485
| +1% | +$40.3K | 1.94% | 8 |
|
|
2018
Q4 | $2.86M | Buy |
+37,440
| New | +$2.86M | 2.11% | 9 |
|