BBWA
Bell & Brown Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
43,539
-129
| -0.3% | -$10.2K | 1.23% | 33 |
|
|
2025
Q1 | $3.92M | Buy |
43,668
+507
| +1% | +$45.5K | 1.53% | 29 |
|
|
2024
Q4 | $4.29M | Buy |
43,161
+944
| +2% | +$93.9K | 1.6% | 26 |
|
|
2024
Q3 | $4.79M | Buy |
42,217
+1,440
| +4% | +$164K | 1.87% | 22 |
|
|
2024
Q2 | $5.05M | Buy |
40,777
+1,323
| +3% | +$164K | 1.94% | 19 |
|
|
2024
Q1 | $5.21M | Sell |
39,454
-1,450
| -4% | -$191K | 2.23% | 18 |
|
|
2023
Q4 | $4.46M | Buy |
+40,904
| New | +$4.46M | 2.07% | 17 |
|
|
2023
Q2 | $4.64M | Buy |
40,180
+695
| +2% | +$80.2K | 2.32% | 15 |
|
|
2023
Q1 | $4.2M | Sell |
39,485
-2,414
| -6% | -$257K | 2.24% | 16 |
|
|
2022
Q4 | $4.65M | Buy |
41,899
+762
| +2% | +$84.5K | 2.56% | 9 |
|
|
2022
Q3 | $3.54M | Sell |
41,137
-2,163
| -5% | -$186K | 2.19% | 17 |
|
|
2022
Q2 | $3.95M | Buy |
43,300
+355
| +0.8% | +$32.4K | 2.11% | 15 |
|
|
2022
Q1 | $3.52M | Buy |
42,945
+155
| +0.4% | +$12.7K | 1.6% | 27 |
|
|
2021
Q4 | $3.28M | Buy |
42,790
+4,861
| +13% | +$372K | 1.58% | 27 |
|
|
2021
Q3 | $2.85M | Buy |
+37,929
| New | +$2.85M | 1.54% | 25 |
|
|
2020
Q3 | $2.4M | Buy |
30,502
+681
| +2% | +$53.5K | 1.73% | 21 |
|
|
2020
Q2 | $2.43M | Buy |
29,821
+536
| +2% | +$43.7K | 1.9% | 21 |
|
|
2020
Q1 | $2.26M | Sell |
29,285
-94
| -0.3% | -$7.26K | 2.1% | 19 |
|
|
2019
Q4 | $2.69M | Sell |
29,379
-1,144
| -4% | -$105K | 2% | 17 |
|
|
2019
Q3 | $2.56M | Buy |
30,523
+193
| +0.6% | +$16.2K | 2.1% | 14 |
|
|
2019
Q2 | $2.54M | Buy |
30,330
+573
| +2% | +$48K | 2.24% | 11 |
|
|
2019
Q1 | $2.48M | Sell |
29,757
-315
| -1% | -$26.2K | 2.26% | 11 |
|
|
2018
Q4 | $2.3M | Sell |
30,072
-223
| -0.7% | -$17K | 2.46% | 8 |
|
|
2018
Q3 | $2.23M | Sell |
30,295
-461
| -1% | -$33.9K | 2.07% | 11 |
|
|
2018
Q2 | $1.87M | Buy |
30,756
+1,338
| +5% | +$81.2K | 1.84% | 16 |
|
|
2018
Q1 | $1.72M | Buy |
29,418
+1,151
| +4% | +$67.2K | 1.81% | 14 |
|
|
2017
Q4 | $1.59M | Buy |
+28,267
| New | +$1.59M | 1.65% | 22 |
|