SWA
SOA Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
7,516
-37
| -0.5% | -$2.93K | 0.11% | 107 |
|
|
2025
Q1 | $678K | Sell |
7,553
-19
| -0.3% | -$1.71K | 0.14% | 88 |
|
|
2024
Q4 | $753K | Sell |
7,572
-994
| -12% | -$98.9K | 0.14% | 88 |
|
|
2024
Q3 | $973K | Sell |
8,566
-2
| -0% | -$227 | 0.19% | 73 |
|
|
2024
Q2 | $1.06M | Sell |
8,568
-107
| -1% | -$13.2K | 0.21% | 71 |
|
|
2024
Q1 | $1.14M | Buy |
8,675
+39
| +0.5% | +$5.15K | 0.24% | 66 |
|
|
2023
Q4 | $941K | Buy |
8,636
+19
| +0.2% | +$2.07K | 0.21% | 65 |
|
|
2023
Q3 | $887K | Buy |
8,617
+37
| +0.4% | +$3.81K | 0.22% | 65 |
|
|
2023
Q2 | $990K | Buy |
8,580
+31
| +0.4% | +$3.58K | 0.23% | 62 |
|
|
2023
Q1 | $909K | Buy |
8,549
+15
| +0.2% | +$1.6K | 0.22% | 64 |
|
|
2022
Q4 | $947K | Buy |
8,534
+32
| +0.4% | +$3.55K | 0.25% | 63 |
|
|
2022
Q3 | $732K | Buy |
8,502
+36
| +0.4% | +$3.1K | 0.22% | 66 |
|
|
2022
Q2 | $771K | Sell |
8,466
-478
| -5% | -$43.5K | 0.23% | 67 |
|
|
2022
Q1 | $733K | Buy |
8,944
+364
| +4% | +$29.8K | 0.18% | 82 |
|
|
2021
Q4 | $661K | Sell |
8,580
-423
| -5% | -$32.6K | 0.16% | 83 |
|
|
2021
Q3 | $676K | Buy |
9,003
+53
| +0.6% | +$3.98K | 0.17% | 82 |
|
|
2021
Q2 | $696K | Buy |
8,950
+228
| +3% | +$17.7K | 0.18% | 79 |
|
|
2021
Q1 | $672K | Sell |
8,722
-38
| -0.4% | -$2.93K | 0.19% | 79 |
|
|
2020
Q4 | $656K | Buy |
+8,760
| New | +$656K | 0.18% | 74 |
|