WEPOG
Wealth Enhancement & Preservation of GA’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $796K | Buy |
6,900
+560
| +9% | +$64.6K | 0.76% | 21 |
|
|
2023
Q1 | $675K | Buy |
6,340
+72
| +1% | +$7.66K | 0.81% | 27 |
|
|
2022
Q4 | $695K | Buy |
6,268
+1,344
| +27% | +$149K | 1.13% | 16 |
|
|
2022
Q3 | $424K | Sell |
4,924
-7,487
| -60% | -$645K | 0.68% | 34 |
|
|
2022
Q2 | $1.13M | Sell |
12,411
-4,080
| -25% | -$370K | 1.19% | 25 |
|
|
2022
Q1 | $1.35M | Buy |
16,491
+874
| +6% | +$71.7K | 1.04% | 30 |
|
|
2021
Q4 | $1.2M | Buy |
15,617
+616
| +4% | +$47.2K | 0.81% | 33 |
|
|
2021
Q3 | $1.13M | Buy |
15,001
+1,858
| +14% | +$140K | 0.87% | 33 |
|
|
2021
Q2 | $1.02M | Buy |
13,143
+892
| +7% | +$69.4K | 0.75% | 40 |
|
|
2021
Q1 | $936K | Buy |
12,251
+548
| +5% | +$41.9K | 0.72% | 40 |
|
|
2020
Q4 | $957K | Buy |
11,703
+2,676
| +30% | +$219K | 0.83% | 34 |
|
|
2020
Q3 | $734K | Buy |
9,027
+2,892
| +47% | +$235K | 0.76% | 31 |
|
|
2020
Q2 | $455K | Sell |
6,135
-2,954
| -33% | -$219K | 0.56% | 38 |
|
|
2020
Q1 | $669K | Sell |
9,089
-9,718
| -52% | -$715K | 0.64% | 25 |
|
|
2019
Q4 | $1.71M | Buy |
+18,807
| New | +$1.71M | 0.87% | 21 |
|