Bedell Frazier Investment Counselling’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.13M | Buy |
+39,569
| New | +$3.13M | 0.79% | 40 |
|
2025
Q1 | – | Sell |
-3,001
| Closed | -$299K | – | 110 |
|
2024
Q4 | $299K | Sell |
3,001
-240
| -7% | -$23.9K | 0.07% | 94 |
|
2024
Q3 | $368K | Sell |
3,241
-97
| -3% | -$11K | 0.09% | 86 |
|
2024
Q2 | $413K | Hold |
3,338
| – | – | 0.1% | 81 |
|
2024
Q1 | $440K | Hold |
3,338
| – | – | 0.11% | 81 |
|
2023
Q4 | $364K | Sell |
3,338
-22
| -0.7% | -$2.4K | 0.1% | 74 |
|
2023
Q3 | $346K | Hold |
3,360
| – | – | 0.1% | 76 |
|
2023
Q2 | $388K | Buy |
3,360
+700
| +26% | +$80.8K | 0.11% | 75 |
|
2023
Q1 | $283K | Buy |
2,660
+5
| +0.2% | +$532 | 0.08% | 79 |
|
2022
Q4 | $295K | Hold |
2,655
| – | – | 0.08% | 91 |
|
2022
Q3 | $229K | Buy |
+2,655
| New | +$229K | 0.06% | 91 |
|