BHWA
Beacon Harbor Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.21M | Buy |
+78,389
| New | +$6.21M | 1.55% | 30 |
|
|
2023
Q1 | – | Sell |
-63,511
| Closed | -$7.05M | – | 87 |
|
|
2022
Q4 | $7.05M | Buy |
+63,511
| New | +$7.05M | 2.4% | 9 |
|
|
2022
Q2 | $5.96M | Sell |
65,394
-6,598
| -9% | -$602K | 2.1% | 16 |
|
|
2022
Q1 | $5.91M | Buy |
71,992
+28,848
| +67% | +$2.37M | 1.93% | 18 |
|
|
2021
Q4 | $3.31M | Sell |
43,144
-12,764
| -23% | -$978K | 1.09% | 41 |
|
|
2021
Q3 | $4.2M | Buy |
55,908
+4,200
| +8% | +$315K | 1.49% | 38 |
|
|
2021
Q2 | $4.02M | Buy |
51,708
+6,630
| +15% | +$516K | 1.44% | 40 |
|
|
2021
Q1 | $3.48M | Sell |
45,078
-5,237
| -10% | -$404K | 1.39% | 42 |
|
|
2020
Q4 | $4.12M | Buy |
50,315
+894
| +2% | +$73.1K | 1.68% | 18 |
|
|
2020
Q3 | $4.1M | Buy |
+49,421
| New | +$4.1M | 2% | 10 |
|