WFAG
Worth Financial Advisory Group’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,767
| Closed | -$201K | – | 162 |
|
|
2024
Q3 | $201K | Buy |
1,767
+90
| +5% | +$10.2K | 0.12% | 162 |
|
|
2024
Q2 | $208K | Buy |
+1,677
| New | +$208K | 0.14% | 141 |
|
|
2023
Q2 | – | Sell |
-3,684
| Closed | -$392K | – | 123 |
|
|
2023
Q1 | $392K | Buy |
3,684
+837
| +29% | +$89K | 0.37% | 73 |
|
|
2022
Q4 | $316K | Buy |
+2,847
| New | +$316K | 0.37% | 73 |
|