TPWM
Twelve Points Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
18,631
+1,292
| +7% | +$102K | 0.4% | 62 |
|
|
2025
Q1 | $1.56M | Buy |
17,339
+1,577
| +10% | +$142K | 0.42% | 58 |
|
|
2024
Q4 | $1.57M | Buy |
15,762
+3,462
| +28% | +$344K | 0.45% | 50 |
|
|
2024
Q3 | $1.4M | Buy |
12,300
+755
| +7% | +$85.7K | 0.44% | 55 |
|
|
2024
Q2 | $1.43M | Buy |
11,545
+240
| +2% | +$29.7K | 0.5% | 46 |
|
|
2024
Q1 | $1.49M | Sell |
11,305
-88
| -0.8% | -$11.6K | 0.55% | 43 |
|
|
2023
Q4 | $1.24M | Buy |
11,393
+283
| +3% | +$30.9K | 0.59% | 52 |
|
|
2023
Q3 | $1.14M | Buy |
11,110
+346
| +3% | +$35.6K | 0.57% | 51 |
|
|
2023
Q2 | $1.24M | Buy |
10,764
+425
| +4% | +$49K | 0.66% | 47 |
|
|
2023
Q1 | $1.1M | Sell |
10,339
-621
| -6% | -$66.1K | 0.63% | 47 |
|
|
2022
Q4 | $1.22M | Buy |
10,960
+296
| +3% | +$32.8K | 0.83% | 30 |
|
|
2022
Q3 | $918K | Buy |
10,664
+87
| +0.8% | +$7.49K | 0.71% | 38 |
|
|
2022
Q2 | $964K | Buy |
10,577
+3
| +0% | +$273 | 0.74% | 36 |
|
|
2022
Q1 | $868K | Buy |
10,574
+81
| +0.8% | +$6.65K | 0.65% | 43 |
|
|
2021
Q4 | $804K | Buy |
+10,493
| New | +$804K | 0.65% | 46 |
|