SDWMA
Schneider Downs Wealth Management Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
2,561
-438
| -15% | -$34.7K | 0.03% | 142 |
|
|
2025
Q1 | $269K | Sell |
2,999
-494
| -14% | -$44.3K | 0.05% | 121 |
|
|
2024
Q4 | $347K | Sell |
3,493
-67
| -2% | -$6.67K | 0.07% | 103 |
|
|
2024
Q3 | $404K | Buy |
3,560
+38
| +1% | +$4.32K | 0.08% | 97 |
|
|
2024
Q2 | $436K | Sell |
3,522
-469
| -12% | -$58.1K | 0.1% | 87 |
|
|
2024
Q1 | $527K | Buy |
+3,991
| New | +$527K | 0.12% | 74 |
|
|
2020
Q4 | – | Sell |
-2,980
| Closed | -$247K | – | 102 |
|
|
2020
Q3 | $247K | Buy |
+2,980
| New | +$247K | 0.08% | 89 |
|