TCWA
Turtle Creek Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
47,813
+7,335
| +18% | +$581K | 0.45% | 62 |
|
|
2025
Q1 | $3.63M | Buy |
40,478
+11,454
| +39% | +$1.03M | 0.54% | 58 |
|
|
2024
Q4 | $2.89M | Sell |
29,024
-5,973
| -17% | -$594K | 0.67% | 40 |
|
|
2024
Q3 | $3.97M | Buy |
34,997
+1,505
| +4% | +$171K | 0.8% | 48 |
|
|
2024
Q2 | $4.15M | Buy |
33,492
+7,140
| +27% | +$884K | 0.96% | 41 |
|
|
2024
Q1 | $3.48M | Buy |
26,352
+4,708
| +22% | +$621K | 0.85% | 45 |
|
|
2023
Q4 | $2.36M | Buy |
+21,644
| New | +$2.36M | 0.69% | 48 |
|