WOSD
WFA of San Diego’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
+2,460
| New | +$195K | 0.14% | 95 |
|
|
2024
Q3 | $271K | Hold |
2,388
| – | – | 0.23% | 80 |
|
|
2024
Q2 | $296K | Buy |
+2,388
| New | +$296K | 0.26% | 74 |
|
|
2023
Q3 | $257K | Sell |
2,498
-15
| -0.6% | -$1.54K | 0.27% | 73 |
|
|
2023
Q2 | $290K | Sell |
2,513
-1,041
| -29% | -$120K | 0.28% | 67 |
|
|
2023
Q1 | $378K | Sell |
3,554
-339
| -9% | -$36.1K | 0.4% | 51 |
|
|
2022
Q4 | $432K | Sell |
3,893
-198
| -5% | -$22K | 0.33% | 61 |
|
|
2022
Q3 | $352K | Buy |
4,091
+273
| +7% | +$23.5K | 0.32% | 63 |
|
|
2022
Q2 | $348K | Sell |
3,818
-425
| -10% | -$38.7K | 0.3% | 61 |
|
|
2022
Q1 | $348K | Sell |
4,243
-18
| -0.4% | -$1.48K | 0.26% | 71 |
|
|
2021
Q4 | $327K | Buy |
4,261
+1,088
| +34% | +$83.5K | 0.19% | 91 |
|
|
2021
Q3 | $238K | Sell |
3,173
-17
| -0.5% | -$1.28K | 0.17% | 92 |
|
|
2021
Q2 | $248K | Buy |
3,190
+10
| +0.3% | +$777 | 0.19% | 77 |
|
|
2021
Q1 | $245K | Buy |
+3,180
| New | +$245K | 0.2% | 80 |
|
|
2020
Q4 | – | Sell |
-3,515
| Closed | -$291K | – | 103 |
|
|
2020
Q3 | $291K | Sell |
3,515
-19,080
| -84% | -$1.58M | 0.28% | 62 |
|
|
2020
Q2 | $2M | Buy |
+22,595
| New | +$2M | 0.47% | 42 |
|