WAS
Wealth Advisory Solutions’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,040
| Closed | -$345K | – | 132 |
|
|
2024
Q3 | $345K | Sell |
3,040
-6
| -0.2% | -$681 | 0.1% | 96 |
|
|
2024
Q2 | $377K | Sell |
3,046
-447
| -13% | -$55.3K | 0.1% | 92 |
|
|
2024
Q1 | $461K | Buy |
+3,493
| New | +$461K | 0.12% | 87 |
|
|
2023
Q4 | – | Sell |
-3,636
| Closed | -$374K | – | 100 |
|
|
2023
Q3 | $374K | Buy |
+3,636
| New | +$374K | 0.07% | 102 |
|
|
2023
Q2 | – | Sell |
-8,297
| Closed | -$883K | – | 118 |
|
|
2023
Q1 | $883K | Sell |
8,297
-20,788
| -71% | -$2.21M | 0.23% | 72 |
|
|
2022
Q4 | $3.23M | Sell |
29,085
-1,610
| -5% | -$179K | 0.87% | 35 |
|
|
2022
Q3 | $2.64M | Sell |
30,695
-2,193
| -7% | -$189K | 0.73% | 42 |
|
|
2022
Q2 | $3M | Sell |
32,888
-774
| -2% | -$70.6K | 0.74% | 50 |
|
|
2022
Q1 | $2.76M | Buy |
+33,662
| New | +$2.76M | 0.57% | 50 |
|
|
2021
Q3 | $1.97M | Buy |
26,273
+18,357
| +232% | +$1.38M | 0.44% | 60 |
|
|
2021
Q2 | $616K | Buy |
7,916
+2,431
| +44% | +$189K | 0.15% | 97 |
|
|
2021
Q1 | $423K | Sell |
5,485
-1,721
| -24% | -$133K | 0.32% | 47 |
|
|
2020
Q4 | $593K | Sell |
7,206
-2,440
| -25% | -$201K | 0.16% | 86 |
|
|
2020
Q3 | $800K | Buy |
9,646
+2,440
| +34% | +$202K | 0.21% | 86 |
|
|
2020
Q2 | $557K | Sell |
7,206
-615
| -8% | -$47.5K | 0.16% | 101 |
|
|
2020
Q1 | $602K | Buy |
7,821
+200
| +3% | +$15.4K | 0.2% | 94 |
|
|
2019
Q4 | $693K | Buy |
+7,621
| New | +$693K | 0.18% | 101 |
|