SWA
Strata Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+2,912
| New | +$231K | 0.06% | 75 |
|
|
2025
Q1 | – | Sell |
-2,501
| Closed | -$249K | – | 74 |
|
|
2024
Q4 | $249K | Buy |
+2,501
| New | +$249K | 0.08% | 71 |
|
|
2024
Q3 | – | Sell |
-3,268
| Closed | -$405K | – | 78 |
|
|
2024
Q2 | $405K | Buy |
+3,268
| New | +$405K | 0.14% | 51 |
|