Wealth Enhancement Advisory Services
MERC icon

Wealth Enhancement Advisory Services’s Mercer International MERC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-42,610
Closed -$96.3K – 3773
2025
Q4 		$96.3K Sell
42,610
-29
-0.1% -$61 ﹤0.01% 3437
2025
Q3 		$121K Sell
42,639
-23,667
-36% -$78K ﹤0.01% 3288
2025
Q2 		$247K Buy
66,306
+4,184
+7% +$17.3K ﹤0.01% 2812
2025
Q1 		$382K Sell
62,122
-6,691
-10% -$44.9K ﹤0.01% 2244
2024
Q4 		$447K Buy
68,813
+264
+0.4% +$1.73K ﹤0.01% 2071
2024
Q3 		$464K Sell
68,549
-188
-0.3% -$1.3K ﹤0.01% 1872
2024
Q2 		$587K Buy
68,737
+42
+0.1% +$405 ﹤0.01% 1554
2024
Q1 		$684K Sell
68,695
-41
-0.1% -$367 ﹤0.01% 1410
2023
Q4 		$652K Sell
68,736
-111
-0.2% -$996 ﹤0.01% 1354
2023
Q3 		$591K Buy
+68,847
New +$594K ﹤0.01% 1339

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