RWA
Roberts Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1M | Buy |
64,444
+5,453
| +9% | +$432K | 1.47% | 21 |
|
|
2025
Q1 | $5.3M | Buy |
58,991
+333
| +0.6% | +$29.9K | 1.63% | 17 |
|
|
2024
Q4 | $5.87M | Buy |
58,658
+30,643
| +109% | +$3.07M | 1.78% | 13 |
|
|
2024
Q3 | $3.04M | Buy |
28,015
+986
| +4% | +$107K | 0.98% | 39 |
|
|
2024
Q2 | $3.41M | Buy |
27,029
+3,101
| +13% | +$391K | 1.16% | 31 |
|
|
2024
Q1 | $3.02M | Buy |
23,928
+831
| +4% | +$105K | 1.13% | 34 |
|
|
2023
Q4 | $8.21M | Buy |
23,097
+1,795
| +8% | +$638K | 1.28% | 30 |
|
|
2023
Q3 | $2.22M | Buy |
21,302
+486
| +2% | +$50.6K | 0.98% | 34 |
|
|
2023
Q2 | $2.4M | Buy |
20,816
+105
| +0.5% | +$12.1K | 1.06% | 36 |
|
|
2023
Q1 | $2.25M | Buy |
20,711
+263
| +1% | +$28.6K | 1.03% | 36 |
|
|
2022
Q4 | $2.27M | Buy |
+20,448
| New | +$2.27M | 1.1% | 34 |
|
|
2022
Q3 | – | Sell |
-20,067
| Closed | -$1.86M | – | 85 |
|
|
2022
Q2 | $1.86M | Buy |
20,067
+880
| +5% | +$81.7K | 0.81% | 39 |
|
|
2022
Q1 | $1.6M | Buy |
19,187
+944
| +5% | +$78.9K | 0.63% | 47 |
|
|
2021
Q4 | $1.4M | Buy |
18,243
+2,892
| +19% | +$222K | 0.51% | 58 |
|
|
2021
Q3 | $1.15M | Buy |
+15,351
| New | +$1.15M | 0.46% | 59 |
|