WFAG
Wescott Financial Advisory Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
162,545
-598
| -0.4% | -$47.3K | 1.23% | 18 |
|
|
2025
Q1 | $14.6M | Sell |
163,143
-207
| -0.1% | -$18.6K | 1.52% | 17 |
|
|
2024
Q4 | $16.3M | Sell |
163,350
-4,815
| -3% | -$479K | 1.68% | 15 |
|
|
2024
Q3 | $19.1M | Buy |
168,165
+1,635
| +1% | +$186K | 2.05% | 13 |
|
|
2024
Q2 | $20.6M | Buy |
166,530
+5,053
| +3% | +$626K | 2.39% | 12 |
|
|
2024
Q1 | $21.3M | Buy |
161,477
+10,869
| +7% | +$1.43M | 2.65% | 12 |
|
|
2023
Q4 | $16.4M | Sell |
150,608
-1,290
| -0.8% | -$141K | 2.3% | 11 |
|
|
2023
Q3 | $15.6M | Buy |
151,898
+79
| +0.1% | +$8.13K | 2.86% | 11 |
|
|
2023
Q2 | $17.5M | Buy |
151,819
+4,304
| +3% | +$497K | 3.1% | 10 |
|
|
2023
Q1 | $15.7M | Sell |
147,515
-1,119
| -0.8% | -$119K | 3.41% | 8 |
|
|
2022
Q4 | $16.5M | Sell |
148,634
-605
| -0.4% | -$67.1K | 3.56% | 9 |
|
|
2022
Q3 | $12.9M | Buy |
149,239
+6,436
| +5% | +$554K | 3.58% | 8 |
|
|
2022
Q2 | $13M | Buy |
142,803
+7,145
| +5% | +$651K | 3.53% | 8 |
|
|
2022
Q1 | $11.1M | Buy |
135,658
+110,883
| +448% | +$9.1M | 2.87% | 9 |
|
|
2021
Q4 | $1.9M | Sell |
24,775
-316
| -1% | -$24.2K | 0.98% | 15 |
|
|
2021
Q3 | $1.89M | Sell |
25,091
-520
| -2% | -$39.1K | 1.07% | 13 |
|
|
2021
Q2 | $2.01M | Sell |
25,611
-229
| -0.9% | -$17.9K | 1.18% | 13 |
|
|
2021
Q1 | $1.99M | Buy |
25,840
+1,090
| +4% | +$84K | 1.29% | 10 |
|
|
2020
Q4 | $2.03M | Buy |
+24,750
| New | +$2.03M | 1.42% | 9 |
|