BRWA
B. Riley Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
+43,266
| New | +$3.42M | 0.16% | 131 |
|
|
2024
Q4 | $11.5M | Sell |
114,933
-12,564
| -10% | -$1.26M | 0.38% | 50 |
|
|
2024
Q3 | $14.4M | Sell |
127,497
-20,562
| -14% | -$2.32M | 0.4% | 42 |
|
|
2024
Q2 | $18.4M | Sell |
148,059
-14,516
| -9% | -$1.81M | 0.47% | 31 |
|
|
2024
Q1 | $16.9M | Buy |
162,575
+15,946
| +11% | +$1.65M | 0.46% | 40 |
|
|
2023
Q4 | $16.1M | Sell |
146,629
-15,946
| -10% | -$1.75M | 0.43% | 37 |
|
|
2023
Q3 | $16.9M | Sell |
162,575
-6,519
| -4% | -$676K | 0.46% | 40 |
|
|
2023
Q2 | $19.6M | Sell |
169,094
-9,208
| -5% | -$1.07M | 0.44% | 47 |
|
|
2023
Q1 | $19.1M | Sell |
178,302
-13,709
| -7% | -$1.47M | 0.51% | 36 |
|
|
2022
Q4 | $21.4M | Buy |
192,011
+232
| +0.1% | +$25.9K | 0.6% | 26 |
|
|
2022
Q3 | $16.5M | Buy |
191,779
+77,268
| +67% | +$6.66M | 0.5% | 39 |
|
|
2022
Q2 | $10.4M | Buy |
114,511
+7,883
| +7% | +$719K | 0.44% | 45 |
|
|
2022
Q1 | $8.75M | Sell |
106,628
-2,530
| -2% | -$208K | 0.29% | 72 |
|
|
2021
Q4 | $8.37M | Buy |
109,158
+3,514
| +3% | +$269K | 0.24% | 89 |
|
|
2021
Q3 | $7.94M | Buy |
105,644
+4,058
| +4% | +$305K | 0.25% | 80 |
|
|
2021
Q2 | $7.9M | Buy |
101,586
+3,751
| +4% | +$292K | 0.26% | 81 |
|
|
2021
Q1 | $7.56M | Buy |
97,835
+30,538
| +45% | +$2.36M | 0.27% | 82 |
|
|
2020
Q4 | $5.51M | Sell |
67,297
-22,374
| -25% | -$1.83M | 0.29% | 78 |
|
|
2020
Q3 | $7.3M | Buy |
89,671
+11,657
| +15% | +$949K | 0.39% | 60 |
|
|
2020
Q2 | $6.03M | Buy |
78,014
+1,686
| +2% | +$130K | 0.4% | 59 |
|
|
2020
Q1 | $5.88M | Buy |
76,328
+11,555
| +18% | +$889K | 0.5% | 44 |
|
|
2019
Q4 | $5.89M | Buy |
64,773
+10,880
| +20% | +$990K | 0.5% | 40 |
|
|
2019
Q3 | $4.54M | Buy |
53,893
+5,336
| +11% | +$449K | 0.45% | 44 |
|
|
2019
Q2 | $4.07M | Buy |
48,557
+3,498
| +8% | +$293K | 0.45% | 48 |
|
|
2019
Q1 | $3.75M | Buy |
45,059
+3,491
| +8% | +$290K | 0.47% | 47 |
|
|
2018
Q4 | $3.18M | Buy |
41,568
+2,302
| +6% | +$176K | 0.45% | 51 |
|
|
2018
Q3 | $2.79M | Buy |
39,266
+6,745
| +21% | +$479K | 0.33% | 64 |
|
|
2018
Q2 | $1.98M | Sell |
32,521
-3,437
| -10% | -$209K | 0.26% | 87 |
|
|
2018
Q1 | $1.96M | Sell |
35,958
-11,293
| -24% | -$616K | 0.27% | 89 |
|
|
2017
Q4 | $2.66M | Sell |
47,251
-2,840
| -6% | -$160K | 0.36% | 71 |
|
|
2017
Q3 | $3.21M | Sell |
50,091
-152
| -0.3% | -$9.74K | 0.53% | 40 |
|
|
2017
Q2 | $3.22M | Buy |
50,243
+622
| +1% | +$39.9K | 0.58% | 37 |
|
|
2017
Q1 | $3.16M | Buy |
49,621
+2,815
| +6% | +$179K | 0.63% | 36 |
|
|
2016
Q4 | $2.76M | Sell |
46,806
-8,554
| -15% | -$504K | 0.56% | 44 |
|
|
2016
Q3 | $2.39M | Sell |
55,360
-291
| -0.5% | -$12.6K | 0.47% | 47 |
|
|
2016
Q2 | $2.18M | Buy |
55,651
+2,875
| +5% | +$112K | 0.44% | 50 |
|
|
2016
Q1 | $2.03M | Buy |
52,776
+8,327
| +19% | +$320K | 0.47% | 50 |
|
|
2015
Q4 | $2.35M | Buy |
44,449
+2,698
| +6% | +$143K | 0.48% | 46 |
|
|
2015
Q3 | $2.06M | Buy |
41,751
+3,119
| +8% | +$154K | 0.5% | 40 |
|
|
2015
Q2 | $2.2M | Buy |
38,632
+313
| +0.8% | +$17.9K | 0.55% | 35 |
|
|
2015
Q1 | $2.2M | Sell |
38,319
-23,619
| -38% | -$1.36M | 0.54% | 34 |
|
|
2014
Q4 | $19.4K | Buy |
61,938
+27,674
| +81% | +$8.65K | 0.41% | 31 |
|
|
2014
Q3 | $2.03M | Sell |
34,264
-31,763
| -48% | -$1.88M | 0.53% | 30 |
|
|
2014
Q2 | $2.11M | Buy |
66,027
+36,313
| +122% | +$1.16M | 0.5% | 31 |
|
|
2014
Q1 | $1.69M | Sell |
29,714
-3,136
| -10% | -$178K | 0.51% | 37 |
|
|
2013
Q4 | $1.64M | Buy |
32,850
+2,287
| +7% | +$114K | 0.53% | 35 |
|
|
2013
Q3 | $1.46M | Buy |
30,563
+845
| +3% | +$40.2K | 0.5% | 36 |
|
|
2013
Q2 | $1.38M | Buy |
+29,718
| New | +$1.38M | 0.47% | 47 |
|