BWM
BerganKDV Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.4M | Sell |
29,451
-854
| -3% | -$98.5K | 0.34% | 59 |
|
|
2023
Q1 | $3.22M | Sell |
30,305
-783
| -3% | -$83.3K | 0.33% | 62 |
|
|
2022
Q4 | $3.45M | Sell |
31,088
-533
| -2% | -$59.1K | 0.37% | 62 |
|
|
2022
Q3 | $2.72M | Buy |
31,621
+1,076
| +4% | +$92.7K | 0.33% | 64 |
|
|
2022
Q2 | $2.79M | Sell |
30,545
-6
| -0% | -$547 | 0.32% | 69 |
|
|
2022
Q1 | $2.51M | Buy |
30,551
+2,332
| +8% | +$191K | 0.27% | 80 |
|
|
2021
Q4 | $2.16M | Sell |
28,219
-277
| -1% | -$21.2K | 0.23% | 89 |
|
|
2021
Q3 | $2.14M | Buy |
28,496
+1,674
| +6% | +$126K | 0.24% | 84 |
|
|
2021
Q2 | $2.09M | Buy |
26,822
+660
| +3% | +$51.3K | 0.25% | 81 |
|
|
2021
Q1 | $2.02M | Buy |
26,162
+16,654
| +175% | +$1.28M | 0.26% | 76 |
|
|
2020
Q4 | $778K | Buy |
9,508
+419
| +5% | +$34.3K | 0.11% | 119 |
|
|
2020
Q3 | $754K | Buy |
9,089
+77
| +0.9% | +$6.39K | 0.12% | 122 |
|
|
2020
Q2 | $697K | Sell |
9,012
-388
| -4% | -$30K | 0.12% | 122 |
|
|
2020
Q1 | $723K | Buy |
9,400
+4,349
| +86% | +$335K | 0.15% | 110 |
|
|
2019
Q4 | $459K | Buy |
5,051
+1,001
| +25% | +$91K | 0.08% | 155 |
|
|
2019
Q3 | $341K | Sell |
4,050
-823
| -17% | -$69.3K | 0.07% | 163 |
|
|
2019
Q2 | $409K | Buy |
4,873
+23
| +0.5% | +$1.93K | 0.08% | 154 |
|
|
2019
Q1 | $403K | Sell |
4,850
-13,401
| -73% | -$1.11M | 0.08% | 145 |
|
|
2018
Q4 | $1.4M | Buy |
18,251
+459
| +3% | +$35.1K | 0.33% | 62 |
|
|
2018
Q3 | $1.26M | Sell |
17,792
-438
| -2% | -$31.1K | 0.27% | 70 |
|
|
2018
Q2 | $1.11M | Buy |
18,230
+1,303
| +8% | +$79.1K | 0.25% | 73 |
|
|
2018
Q1 | $922K | Buy |
16,927
+663
| +4% | +$36.1K | 0.25% | 84 |
|
|
2017
Q4 | $915K | Buy |
16,264
+1,161
| +8% | +$65.3K | 0.22% | 91 |
|
|
2017
Q3 | $967K | Buy |
15,103
+345
| +2% | +$22.1K | 0.24% | 80 |
|
|
2017
Q2 | $946K | Buy |
14,758
+813
| +6% | +$52.1K | 0.27% | 68 |
|
|
2017
Q1 | $886K | Buy |
13,945
+422
| +3% | +$26.8K | 0.26% | 73 |
|
|
2016
Q4 | $796K | Sell |
13,523
-640
| -5% | -$37.7K | 0.27% | 74 |
|
|
2016
Q3 | $884K | Sell |
14,163
-881
| -6% | -$55K | 0.31% | 60 |
|
|
2016
Q2 | $867K | Sell |
15,044
-1,125
| -7% | -$64.8K | 0.37% | 58 |
|
|
2016
Q1 | $856K | Buy |
+16,169
| New | +$856K | 0.51% | 57 |
|