WMA
West Michigan Advisors’s Merck MRK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $428K | Sell |
5,358
-35,956
| -87% | -$2.88M | 0.12% | 125 |
|
2025
Q1 | $3.74M | Sell |
41,314
-21
| -0.1% | -$1.9K | 1.24% | 20 |
|
2024
Q4 | $4.15M | Sell |
41,335
-2,050
| -5% | -$206K | 1.25% | 19 |
|
2024
Q3 | $4.96M | Sell |
43,385
-39
| -0.1% | -$4.46K | 1.5% | 12 |
|
2024
Q2 | $5.41M | Buy |
43,424
+14,890
| +52% | +$1.85M | 1.72% | 10 |
|
2024
Q1 | $3.77M | Sell |
28,534
-517
| -2% | -$68.2K | 1.22% | 17 |
|
2023
Q4 | $3.17M | Buy |
29,051
+3,265
| +13% | +$356K | 1.2% | 18 |
|
2023
Q3 | $2.65M | Buy |
25,786
+321
| +1% | +$33K | 1.42% | 18 |
|
2023
Q2 | $2.94M | Buy |
25,465
+3,796
| +18% | +$438K | 1.17% | 21 |
|
2023
Q1 | $2.31M | Buy |
21,669
+6,643
| +44% | +$707K | 1.31% | 16 |
|
2022
Q4 | $1.67M | Sell |
15,026
-669
| -4% | -$74.2K | 1.21% | 17 |
|
2022
Q3 | $1.35M | Buy |
15,695
+94
| +0.6% | +$8.1K | 1.18% | 20 |
|
2022
Q2 | $1.42M | Buy |
15,601
+1,971
| +14% | +$180K | 1.22% | 20 |
|
2022
Q1 | $1.12M | Buy |
13,630
+2,444
| +22% | +$200K | 0.76% | 30 |
|
2021
Q4 | $857K | Buy |
+11,186
| New | +$857K | 0.64% | 33 |
|