WLPWM
Walled Lake Planning & Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
48,553
+788
| +2% | +$62.4K | 1.25% | 22 |
|
|
2025
Q1 | $4.29M | Buy |
47,765
+1,125
| +2% | +$101K | 1.52% | 21 |
|
|
2024
Q4 | $4.64M | Buy |
46,640
+942
| +2% | +$93.7K | 1.73% | 18 |
|
|
2024
Q3 | $5.19M | Sell |
45,698
-1,446
| -3% | -$164K | 1.95% | 18 |
|
|
2024
Q2 | $5.84M | Sell |
47,144
-12,735
| -21% | -$1.58M | 2.38% | 14 |
|
|
2024
Q1 | $7.9M | Sell |
59,879
-648
| -1% | -$85.5K | 3.24% | 8 |
|
|
2023
Q4 | $6.6M | Sell |
60,527
-430
| -0.7% | -$46.9K | 3.07% | 13 |
|
|
2023
Q3 | $6.28M | Buy |
60,957
+898
| +1% | +$92.4K | 3.14% | 11 |
|
|
2023
Q2 | $6.93M | Sell |
60,059
-771
| -1% | -$89K | 3.37% | 8 |
|
|
2023
Q1 | $6.47M | Buy |
60,830
+1,741
| +3% | +$185K | 3.39% | 7 |
|
|
2022
Q4 | $6.56M | Sell |
59,089
-1,339
| -2% | -$149K | 4.47% | 6 |
|
|
2022
Q3 | $5.2M | Buy |
60,428
+1,935
| +3% | +$167K | 3.64% | 6 |
|
|
2022
Q2 | $5.33M | Buy |
58,493
+164
| +0.3% | +$15K | 3.67% | 6 |
|
|
2022
Q1 | $4.79M | Buy |
58,329
+1,450
| +3% | +$119K | 2.85% | 13 |
|
|
2021
Q4 | $4.36M | Sell |
56,879
-1,315
| -2% | -$101K | 2.53% | 16 |
|
|
2021
Q3 | $4.37M | Buy |
58,194
+1,630
| +3% | +$122K | 2.69% | 14 |
|
|
2021
Q2 | $4.4M | Buy |
56,564
+611
| +1% | +$47.5K | 2.86% | 12 |
|
|
2021
Q1 | $4.31M | Buy |
55,953
+502
| +0.9% | +$38.7K | 2.99% | 13 |
|
|
2020
Q4 | $4.54M | Sell |
55,451
-1,797
| -3% | -$147K | 3.45% | 8 |
|
|
2020
Q3 | $4.75M | Sell |
57,248
-746
| -1% | -$61.9K | 3.85% | 7 |
|
|
2020
Q2 | $4.49M | Sell |
57,994
-1,106
| -2% | -$85.5K | 3.75% | 10 |
|
|
2020
Q1 | $4.55M | Sell |
59,100
-675
| -1% | -$51.9K | 4.16% | 6 |
|
|
2019
Q4 | $5.44M | Buy |
+59,775
| New | +$5.44M | 3.92% | 4 |
|