BDO Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.31M | Buy |
28,658
+4,663
| +19% | +$538K | 0.38% | 59 |
|
|
2023
Q1 | $2.55M | Sell |
23,995
-353
| -1% | -$37.6K | 0.31% | 70 |
|
|
2022
Q4 | $2.7M | Buy |
24,348
+413
| +2% | +$45.8K | 0.34% | 65 |
|
|
2022
Q3 | $2.06M | Buy |
23,935
+790
| +3% | +$68K | 0.27% | 77 |
|
|
2022
Q2 | $2.11M | Sell |
23,145
-548
| -2% | -$50K | 0.26% | 78 |
|
|
2022
Q1 | $1.94M | Buy |
23,693
+559
| +2% | +$45.9K | 0.21% | 90 |
|
|
2021
Q4 | $1.77M | Sell |
23,134
-996
| -4% | -$76.3K | 0.19% | 96 |
|
|
2021
Q3 | $1.81M | Buy |
24,130
+1,487
| +7% | +$112K | 0.2% | 87 |
|
|
2021
Q2 | $1.76M | Buy |
22,643
+1,149
| +5% | +$89.4K | 0.2% | 89 |
|
|
2021
Q1 | $1.58M | Buy |
21,494
+161
| +0.8% | +$11.8K | 0.19% | 97 |
|
|
2020
Q4 | $1.67M | Sell |
21,333
-324
| -1% | -$25.3K | 0.23% | 73 |
|
|
2020
Q3 | $1.71M | Sell |
21,657
-1,580
| -7% | -$125K | 0.28% | 66 |
|
|
2020
Q2 | $1.72M | Sell |
23,237
-327
| -1% | -$24.1K | 0.3% | 66 |
|
|
2020
Q1 | $1.73M | Buy |
23,564
+16,168
| +219% | +$1.19M | 0.35% | 57 |
|
|
2019
Q4 | $642K | Buy |
7,396
+210
| +3% | +$18.2K | 0.17% | 102 |
|
|
2019
Q3 | $577K | Buy |
7,186
+471
| +7% | +$37.8K | 0.15% | 108 |
|
|
2019
Q2 | $537K | Sell |
6,715
-1,731
| -20% | -$138K | 0.15% | 107 |
|
|
2019
Q1 | $670K | Buy |
8,446
+2,622
| +45% | +$208K | 0.19% | 93 |
|
|
2018
Q4 | $425K | Buy |
5,824
+188
| +3% | +$13.7K | 0.15% | 103 |
|
|
2018
Q3 | $382K | Buy |
5,636
+474
| +9% | +$32.1K | 0.12% | 106 |
|
|
2018
Q2 | $299K | Buy |
5,162
+188
| +4% | +$10.9K | 0.1% | 122 |
|
|
2018
Q1 | $258K | Buy |
4,974
+2,207
| +80% | +$114K | 0.1% | 111 |
|
|
2017
Q4 | $149K | Sell |
2,767
-21
| -0.8% | -$1.13K | 0.07% | 129 |
|
|
2017
Q3 | $170K | Sell |
2,788
-554
| -17% | -$33.8K | 0.08% | 112 |
|
|
2017
Q2 | $204K | Buy |
+3,342
| New | +$204K | 0.09% | 128 |
|