BWP
Bernardo Wealth Planning’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
17,004
+132
| +0.8% | +$10.4K | 0.29% | 40 |
|
|
2025
Q1 | $1.51M | Buy |
16,872
+7
| +0% | +$628 | 0.36% | 34 |
|
|
2024
Q4 | $1.67M | Sell |
16,865
-271
| -2% | -$26.9K | 0.4% | 35 |
|
|
2024
Q3 | $1.88M | Sell |
17,136
-56
| -0.3% | -$6.15K | 0.46% | 34 |
|
|
2024
Q2 | $2.13M | Buy |
17,192
+10
| +0.1% | +$1.24K | 0.57% | 31 |
|
|
2024
Q1 | $2.27M | Sell |
17,182
-481
| -3% | -$63.5K | 0.63% | 31 |
|
|
2023
Q4 | $1.93M | Buy |
17,663
+842
| +5% | +$91.8K | 0.61% | 33 |
|
|
2023
Q3 | $1.73M | Buy |
16,821
+14
| +0.1% | +$1.44K | 0.68% | 29 |
|
|
2023
Q2 | $1.94M | Sell |
16,807
-975
| -5% | -$113K | 0.77% | 26 |
|
|
2023
Q1 | $1.89M | Sell |
17,782
-1,339
| -7% | -$142K | 0.81% | 25 |
|
|
2022
Q4 | $2.12M | Buy |
19,121
+8,329
| +77% | +$924K | 0.99% | 22 |
|
|
2022
Q3 | $1.03M | Sell |
10,792
-84
| -0.8% | -$8.03K | 0.58% | 29 |
|
|
2022
Q2 | $991K | Sell |
10,876
-98
| -0.9% | -$8.93K | 0.57% | 32 |
|
|
2022
Q1 | $900K | Buy |
10,974
+574
| +6% | +$47.1K | 0.45% | 33 |
|
|
2021
Q4 | $797K | Sell |
10,400
-1
| -0% | -$77 | 0.39% | 36 |
|
|
2021
Q3 | $781K | Buy |
10,401
+109
| +1% | +$8.19K | 0.45% | 36 |
|
|
2021
Q2 | $800K | Buy |
10,292
+163
| +2% | +$12.7K | 0.48% | 36 |
|
|
2021
Q1 | $780K | Sell |
10,129
-7,574
| -43% | -$583K | 0.5% | 34 |
|
|
2020
Q4 | $1.45M | Sell |
17,703
-6
| -0% | -$491 | 0.56% | 31 |
|
|
2020
Q3 | $1.47M | Sell |
17,709
-153
| -0.9% | -$12.7K | 0.66% | 29 |
|
|
2020
Q2 | $1.38M | Buy |
17,862
+208
| +1% | +$16.1K | 0.74% | 28 |
|
|
2020
Q1 | $1.36M | Sell |
17,654
-354
| -2% | -$27.2K | 0.94% | 25 |
|
|
2019
Q4 | $1.64M | Sell |
18,008
-13
| -0.1% | -$1.18K | 0.99% | 24 |
|
|
2019
Q3 | $1.52M | Sell |
18,021
-457
| -2% | -$38.5K | 1.1% | 19 |
|
|
2019
Q2 | $1.55M | Buy |
18,478
+231
| +1% | +$19.4K | 1.21% | 20 |
|
|
2019
Q1 | $1.52M | Buy |
18,247
+3,953
| +28% | +$329K | 1.2% | 21 |
|
|
2018
Q4 | $1.09M | Buy |
+14,294
| New | +$1.09M | 0.97% | 26 |
|