BWM
BCS Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
16,260
+346
| +2% | +$27.4K | 0.28% | 72 |
|
|
2025
Q1 | $1.43M | Buy |
15,914
+85
| +0.5% | +$7.63K | 0.37% | 63 |
|
|
2024
Q4 | $1.58M | Buy |
15,829
+15
| +0.1% | +$1.49K | 0.39% | 61 |
|
|
2024
Q3 | $1.8M | Buy |
15,814
+405
| +3% | +$46K | 0.76% | 36 |
|
|
2024
Q2 | $1.91M | Buy |
15,409
+607
| +4% | +$75.2K | 0.93% | 32 |
|
|
2024
Q1 | $1.95M | Buy |
14,802
+349
| +2% | +$46K | 0.63% | 41 |
|
|
2023
Q4 | $1.58M | Buy |
14,453
+30
| +0.2% | +$3.27K | 0.58% | 47 |
|
|
2023
Q3 | $1.49M | Buy |
14,423
+675
| +5% | +$69.5K | 0.62% | 42 |
|
|
2023
Q2 | $1.59M | Buy |
13,748
+2,362
| +21% | +$272K | 1.16% | 24 |
|
|
2023
Q1 | $1.21M | Sell |
11,386
-2,543
| -18% | -$270K | 0.55% | 47 |
|
|
2022
Q4 | $1.55M | Buy |
13,929
+82
| +0.6% | +$9.1K | 0.65% | 40 |
|
|
2022
Q3 | $1.19M | Sell |
13,847
-302
| -2% | -$26K | 0.56% | 49 |
|
|
2022
Q2 | $1.29M | Buy |
14,149
+477
| +3% | +$43.5K | 0.57% | 44 |
|
|
2022
Q1 | $1.12M | Buy |
13,672
+137
| +1% | +$11.2K | 0.46% | 51 |
|
|
2021
Q4 | $1.04M | Buy |
13,535
+399
| +3% | +$30.6K | 0.37% | 61 |
|
|
2021
Q3 | $987K | Buy |
13,136
+337
| +3% | +$25.3K | 0.42% | 55 |
|
|
2021
Q2 | $995K | Buy |
12,799
+88
| +0.7% | +$6.84K | 0.53% | 43 |
|
|
2021
Q1 | $980K | Buy |
12,711
+114
| +0.9% | +$8.79K | 0.47% | 47 |
|
|
2020
Q4 | $1.03M | Buy |
12,597
+55
| +0.4% | +$4.5K | 0.53% | 42 |
|
|
2020
Q3 | $1.04M | Sell |
12,542
-2,129
| -15% | -$177K | 0.59% | 38 |
|
|
2020
Q2 | $1.13M | Sell |
14,671
-251
| -2% | -$19.4K | 0.68% | 30 |
|
|
2020
Q1 | $1.15M | Buy |
14,922
+11,777
| +374% | +$906K | 0.8% | 26 |
|
|
2019
Q4 | $286K | Buy |
+3,145
| New | +$286K | 0.19% | 83 |
|