BFWA
Benchmark Financial Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
3,534
-15
| -0.4% | -$1.19K | 0.09% | 91 |
|
|
2025
Q1 | $319K | Sell |
3,549
-1,154
| -25% | -$104K | 0.12% | 77 |
|
|
2024
Q4 | $468K | Sell |
4,703
-2,235
| -32% | -$222K | 0.15% | 61 |
|
|
2024
Q3 | $788K | Buy |
6,938
+817
| +13% | +$92.8K | 0.26% | 45 |
|
|
2024
Q2 | $758K | Buy |
6,121
+1,245
| +26% | +$154K | 0.28% | 39 |
|
|
2024
Q1 | $643K | Buy |
4,876
+888
| +22% | +$117K | 0.25% | 45 |
|
|
2023
Q4 | $435K | Buy |
3,988
+406
| +11% | +$44.3K | 0.19% | 49 |
|
|
2023
Q3 | $369K | Buy |
3,582
+328
| +10% | +$33.8K | 0.17% | 44 |
|
|
2023
Q2 | $376K | Sell |
3,254
-12
| -0.4% | -$1.39K | 0.17% | 44 |
|
|
2023
Q1 | $348K | Buy |
3,266
+74
| +2% | +$7.87K | 0.18% | 43 |
|
|
2022
Q4 | $354K | Buy |
3,192
+114
| +4% | +$12.6K | 0.19% | 45 |
|
|
2022
Q3 | $265K | Buy |
3,078
+819
| +36% | +$70.5K | 0.16% | 56 |
|
|
2022
Q2 | $206K | Buy |
+2,259
| New | +$206K | 0.11% | 66 |
|