WPA
Winning Points Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $336K | Buy |
+3,222
| New | +$336K | 0.57% | 25 |
|
|
2024
Q1 | $373K | Hold |
3,422
| – | – | 0.57% | 27 |
|
|
2023
Q4 | $373K | Buy |
3,422
+200
| +6% | +$21.8K | 0.57% | 27 |
|
|
2023
Q3 | $336K | Sell |
3,222
-200
| -6% | -$20.9K | 0.6% | 25 |
|
|
2023
Q2 | $373K | Buy |
3,422
+13
| +0.4% | +$1.42K | 0.57% | 27 |
|
|
2023
Q1 | $363K | Buy |
3,409
+1
| +0% | +$106 | 0.4% | 33 |
|
|
2022
Q4 | $378K | Sell |
3,408
-201
| -6% | -$22.3K | 0.48% | 32 |
|
|
2022
Q3 | $313K | Sell |
3,609
-12
| -0.3% | -$1.04K | 0.38% | 38 |
|
|
2022
Q2 | $330K | Sell |
3,621
-1,000
| -22% | -$91.1K | 0.36% | 38 |
|
|
2022
Q1 | $379K | Sell |
4,621
-3,448
| -43% | -$283K | 0.29% | 44 |
|
|
2021
Q4 | $677K | Buy |
8,069
+3,448
| +75% | +$289K | 0.49% | 38 |
|
|
2021
Q3 | $347K | Buy |
4,621
+563
| +14% | +$42.3K | 0.25% | 49 |
|
|
2021
Q2 | $316K | Sell |
4,058
-1,427
| -26% | -$111K | 0.24% | 49 |
|
|
2021
Q1 | $423K | Buy |
5,485
+401
| +8% | +$30.9K | 0.32% | 47 |
|
|
2020
Q4 | $416K | Sell |
5,084
-2,750
| -35% | -$225K | 0.33% | 43 |
|
|
2020
Q3 | $650K | Sell |
7,834
-200
| -2% | -$16.6K | 0.55% | 35 |
|
|
2020
Q2 | $621K | Hold |
8,034
| – | – | 0.59% | 33 |
|
|
2020
Q1 | $618K | Sell |
8,034
-35
| -0.4% | -$2.69K | 0.6% | 33 |
|
|
2019
Q4 | $734K | Hold |
8,069
| – | – | 0.47% | 42 |
|
|
2019
Q3 | $669K | Hold |
8,069
| – | – | 0.48% | 38 |
|
|
2019
Q2 | $677K | Hold |
8,069
| – | – | 0.49% | 38 |
|
|
2019
Q1 | $671K | Hold |
8,069
| – | – | 0.52% | 40 |
|
|
2018
Q4 | $610K | Buy |
8,069
+900
| +13% | +$68K | 0.52% | 41 |
|
|
2018
Q3 | $509K | Sell |
7,169
-1,200
| -14% | -$85.2K | 0.37% | 48 |
|
|
2018
Q2 | $508K | Hold |
8,369
| – | – | 0.41% | 46 |
|
|
2018
Q1 | $450K | Hold |
8,369
| – | – | 0.37% | 48 |
|
|
2017
Q4 | $471K | Sell |
8,369
-125
| -1% | -$7.04K | 0.38% | 48 |
|
|
2017
Q3 | $518K | Buy |
8,494
+400
| +5% | +$24.4K | 0.45% | 44 |
|
|
2017
Q2 | $520K | Sell |
8,094
-400
| -5% | -$25.7K | 0.51% | 43 |
|
|
2017
Q1 | $540K | Hold |
8,494
| – | – | 0.53% | 41 |
|
|
2016
Q4 | $500K | Buy |
+8,494
| New | +$500K | 0.55% | 43 |
|