WMA
Wealth Management Associates’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Sell |
11,264
-95
| -0.8% | -$7.52K | 0.35% | 60 |
|
|
2025
Q1 | $1.02M | Sell |
11,359
-45
| -0.4% | -$4.04K | 0.44% | 52 |
|
|
2024
Q4 | $1.13M | Sell |
11,404
-871
| -7% | -$86.6K | 0.48% | 45 |
|
|
2024
Q3 | $1.39M | Sell |
12,275
-72
| -0.6% | -$8.18K | 0.61% | 38 |
|
|
2024
Q2 | $1.53M | Hold |
12,347
| – | – | 0.72% | 32 |
|
|
2024
Q1 | $1.53M | Buy |
12,347
+2
| +0% | +$248 | 0.72% | 32 |
|
|
2023
Q4 | $1.35M | Sell |
12,345
-226
| -2% | -$24.6K | 0.71% | 33 |
|
|
2023
Q3 | $1.29M | Buy |
12,571
+77
| +0.6% | +$7.93K | 0.76% | 32 |
|
|
2023
Q2 | $1.44M | Sell |
12,494
-284
| -2% | -$32.8K | 0.82% | 28 |
|
|
2023
Q1 | $1.36M | Sell |
12,778
-387
| -3% | -$41.2K | 0.84% | 25 |
|
|
2022
Q4 | $1.46M | Sell |
13,165
-232
| -2% | -$25.7K | 0.97% | 23 |
|
|
2022
Q3 | $1.15M | Sell |
13,397
-17
| -0.1% | -$1.46K | 0.81% | 28 |
|
|
2022
Q2 | $1.22M | Buy |
13,414
+410
| +3% | +$37.4K | 0.83% | 24 |
|
|
2022
Q1 | $1.07M | Buy |
13,004
+270
| +2% | +$22.2K | 0.61% | 36 |
|
|
2021
Q4 | $976K | Buy |
12,734
+56
| +0.4% | +$4.29K | 0.53% | 42 |
|
|
2021
Q3 | $952K | Buy |
12,678
+195
| +2% | +$14.6K | 0.56% | 40 |
|
|
2021
Q2 | $971K | Sell |
12,483
-149
| -1% | -$11.6K | 0.55% | 39 |
|
|
2021
Q1 | $974K | Buy |
12,632
+783
| +7% | +$60.4K | 0.62% | 35 |
|
|
2020
Q4 | $969K | Buy |
11,849
+670
| +6% | +$54.8K | 0.64% | 34 |
|
|
2020
Q3 | $927K | Buy |
11,179
+855
| +8% | +$70.9K | 0.72% | 32 |
|
|
2020
Q2 | $798K | Buy |
10,324
+905
| +10% | +$70K | 0.67% | 34 |
|
|
2020
Q1 | $725K | Buy |
9,419
+1,649
| +21% | +$127K | 0.73% | 32 |
|
|
2019
Q4 | $707K | Buy |
7,770
+4
| +0.1% | +$364 | 0.51% | 45 |
|
|
2019
Q3 | $654K | Buy |
7,766
+2,281
| +42% | +$192K | 0.53% | 45 |
|
|
2019
Q2 | $460K | Buy |
5,485
+4
| +0.1% | +$335 | 0.46% | 53 |
|
|
2019
Q1 | $456K | Buy |
5,481
+1,905
| +53% | +$158K | 0.5% | 51 |
|
|
2018
Q4 | $273K | Buy |
+3,576
| New | +$273K | 0.37% | 61 |
|