BWA
Blodgett Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
9,328
-1,643
| -15% | -$130K | 0.58% | 29 |
|
|
2025
Q1 | $985K | Sell |
10,971
-3,224
| -23% | -$289K | 0.84% | 21 |
|
|
2024
Q4 | $1.41M | Sell |
14,195
-692
| -5% | -$68.8K | 1.11% | 17 |
|
|
2024
Q3 | $1.69M | Sell |
14,887
-169
| -1% | -$19.2K | 1.42% | 13 |
|
|
2024
Q2 | $1.86M | Sell |
15,056
-2,223
| -13% | -$275K | 1.58% | 12 |
|
|
2024
Q1 | $2.28M | Buy |
17,279
+291
| +2% | +$38.4K | 2.06% | 10 |
|
|
2023
Q4 | $1.85M | Sell |
16,988
-875
| -5% | -$95.4K | 1.89% | 11 |
|
|
2023
Q3 | $1.84M | Hold |
17,863
| – | – | 2.02% | 11 |
|
|
2023
Q2 | $2.06M | Hold |
17,863
| – | – | 2.13% | 8 |
|
|
2023
Q1 | $1.9M | Hold |
17,863
| – | – | 2.2% | 9 |
|
|
2022
Q4 | $1.98M | Hold |
17,863
| – | – | 2.41% | 11 |
|
|
2022
Q3 | $1.54M | Buy |
17,863
+175
| +1% | +$15.1K | 1.84% | 14 |
|
|
2022
Q2 | $1.61M | Sell |
17,688
-2,050
| -10% | -$187K | 1.77% | 16 |
|
|
2022
Q1 | $1.62M | Buy |
19,738
+1,100
| +6% | +$90.3K | 1.35% | 18 |
|
|
2021
Q4 | $1.43M | Buy |
+18,638
| New | +$1.43M | 1.11% | 21 |
|