WWA
WCG Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
14,398
+325
| +2% | +$25.7K | 0.07% | 213 |
|
|
2025
Q1 | $1.26M | Sell |
14,073
-827
| -6% | -$74.2K | 0.1% | 178 |
|
|
2024
Q4 | $1.48M | Sell |
14,900
-767
| -5% | -$76.3K | 0.1% | 174 |
|
|
2024
Q3 | $1.78M | Buy |
15,667
+422
| +3% | +$47.9K | 0.12% | 165 |
|
|
2024
Q2 | $1.89M | Buy |
15,245
+1,870
| +14% | +$231K | 0.14% | 142 |
|
|
2024
Q1 | $1.77M | Sell |
13,375
-4,174
| -24% | -$551K | 0.15% | 134 |
|
|
2023
Q4 | $1.91M | Sell |
17,549
-2,654
| -13% | -$289K | 0.14% | 144 |
|
|
2023
Q3 | $2.16M | Buy |
+20,203
| New | +$2.16M | 0.16% | 130 |
|
|
2022
Q4 | – | Sell |
-3,208
| Closed | -$302K | – | 238 |
|
|
2022
Q3 | $302K | Buy |
+3,208
| New | +$302K | 0.04% | 223 |
|