WAP
Wealthcare Advisory Partners’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
36,582
+3,111
| +9% | +$246K | 0.07% | 250 |
|
|
2025
Q1 | $3M | Sell |
33,471
-987
| -3% | -$88.6K | 0.08% | 215 |
|
|
2024
Q4 | $3.43M | Sell |
34,458
-14,782
| -30% | -$1.47M | 0.1% | 177 |
|
|
2024
Q3 | $5.59M | Sell |
49,240
-2,766
| -5% | -$314K | 0.16% | 125 |
|
|
2024
Q2 | $6.44M | Buy |
52,006
+356
| +0.7% | +$44.1K | 0.2% | 89 |
|
|
2024
Q1 | $6.82M | Buy |
51,650
+4,713
| +10% | +$622K | 0.22% | 82 |
|
|
2023
Q4 | $5.12M | Buy |
46,937
+505
| +1% | +$55.1K | 0.2% | 90 |
|
|
2023
Q3 | $4.78M | Sell |
46,432
-2,669
| -5% | -$275K | 0.22% | 86 |
|
|
2023
Q2 | $5.67M | Buy |
49,101
+8,185
| +20% | +$944K | 0.25% | 76 |
|
|
2023
Q1 | $4.35M | Buy |
40,916
+645
| +2% | +$68.6K | 0.19% | 95 |
|
|
2022
Q4 | $4.47M | Buy |
40,271
+2,574
| +7% | +$286K | 0.21% | 86 |
|
|
2022
Q3 | $3.25M | Buy |
37,697
+7,105
| +23% | +$612K | 0.19% | 96 |
|
|
2022
Q2 | $2.79M | Sell |
30,592
-1,812
| -6% | -$165K | 0.17% | 92 |
|
|
2022
Q1 | $2.66M | Buy |
32,404
+1,276
| +4% | +$105K | 0.16% | 78 |
|
|
2021
Q4 | $2.39M | Buy |
31,128
+10,340
| +50% | +$793K | 0.14% | 92 |
|
|
2021
Q3 | $1.56M | Buy |
20,788
+1,430
| +7% | +$107K | 0.1% | 128 |
|
|
2021
Q2 | $1.51M | Sell |
19,358
-515
| -3% | -$40K | 0.1% | 134 |
|
|
2021
Q1 | $1.53M | Buy |
19,873
+1,962
| +11% | +$151K | 0.11% | 115 |
|
|
2020
Q4 | $1.47M | Buy |
17,911
+1,030
| +6% | +$84.2K | 0.13% | 98 |
|
|
2020
Q3 | $1.4M | Buy |
16,881
+137
| +0.8% | +$11.4K | 0.15% | 85 |
|
|
2020
Q2 | $1.3M | Sell |
16,744
-202
| -1% | -$15.6K | 0.16% | 81 |
|
|
2020
Q1 | $1.3M | Buy |
16,946
+992
| +6% | +$76.3K | 0.19% | 71 |
|
|
2019
Q4 | $1.45M | Buy |
15,954
+508
| +3% | +$46.2K | 0.18% | 73 |
|
|
2019
Q3 | $1.3M | Buy |
15,446
+191
| +1% | +$16.1K | 0.19% | 68 |
|
|
2019
Q2 | $1.28M | Sell |
15,255
-1,224
| -7% | -$103K | 0.2% | 66 |
|
|
2019
Q1 | $1.37M | Sell |
16,479
-117
| -0.7% | -$9.73K | 0.23% | 62 |
|
|
2018
Q4 | $1.27M | Buy |
16,596
+236
| +1% | +$18K | 0.25% | 59 |
|
|
2018
Q3 | $1.16M | Sell |
16,360
-1,551
| -9% | -$110K | 0.21% | 66 |
|
|
2018
Q2 | $1.09M | Buy |
17,911
+502
| +3% | +$30.5K | 0.21% | 67 |
|
|
2018
Q1 | $948K | Sell |
17,409
-1,573
| -8% | -$85.7K | 0.21% | 65 |
|
|
2017
Q4 | $1.07M | Buy |
18,982
+679
| +4% | +$38.2K | 0.27% | 50 |
|
|
2017
Q3 | $1.17M | Buy |
18,303
+18,011
| +6,168% | +$1.15M | 0.35% | 38 |
|
|
2017
Q2 | $19K | Sell |
292
-107
| -27% | -$6.96K | 0.01% | 68 |
|
|
2017
Q1 | $25K | Hold |
399
| – | – | 0.01% | 56 |
|
|
2016
Q4 | $23K | Hold |
399
| – | – | 0.01% | 63 |
|
|
2016
Q3 | $25K | Hold |
399
| – | – | 0.02% | 47 |
|
|
2016
Q2 | $23K | Buy |
+399
| New | +$23K | 0.02% | 66 |
|