PWA
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Principia Wealth Advisory’s Merck MRK Stock Holding History

Principia Wealth Advisory’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$70K Buy
885
+52
+6% +$4.12K 0.06% 97
2025
Q1 		$68.2K Buy
833
+12
+1% +$983 0.07% 78
2024
Q4 		$81.7K Buy
+821
New +$81.7K 0.08% 72