BBPWM
Blue Bell Private Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
1,372
-816
| -37% | -$64.6K | 0.02% | 301 |
|
|
2025
Q1 | $196K | Buy |
2,188
+35
| +2% | +$3.14K | 0.04% | 221 |
|
|
2024
Q4 | $214K | Sell |
2,153
-246
| -10% | -$24.5K | 0.04% | 203 |
|
|
2024
Q3 | $272K | Buy |
2,399
+5
| +0.2% | +$568 | 0.05% | 186 |
|
|
2024
Q2 | $296K | Buy |
2,394
+88
| +4% | +$10.9K | 0.06% | 157 |
|
|
2024
Q1 | $304K | Sell |
2,306
-42
| -2% | -$5.54K | 0.07% | 151 |
|
|
2023
Q4 | $256K | Sell |
2,348
-85
| -3% | -$9.27K | 0.06% | 144 |
|
|
2023
Q3 | $250K | Sell |
2,433
-105
| -4% | -$10.8K | 0.07% | 126 |
|
|
2023
Q2 | $293K | Buy |
2,538
+107
| +4% | +$12.3K | 0.08% | 117 |
|
|
2023
Q1 | $259K | Hold |
2,431
| – | – | 0.08% | 111 |
|
|
2022
Q4 | $270K | Buy |
2,431
+131
| +6% | +$14.5K | 0.09% | 99 |
|
|
2022
Q3 | $198K | Sell |
2,300
-33
| -1% | -$2.84K | 0.07% | 107 |
|
|
2022
Q2 | $213K | Sell |
2,333
-9
| -0.4% | -$822 | 0.07% | 97 |
|
|
2022
Q1 | $192K | Hold |
2,342
| – | – | 0.05% | 106 |
|
|
2021
Q4 | $179K | Buy |
+2,342
| New | +$179K | 0.05% | 111 |
|
|
2016
Q4 | – | Sell |
-2,956
| Closed | -$185K | – | 340 |
|
|
2016
Q3 | $185K | Buy |
2,956
+185
| +7% | +$11.6K | 0.11% | 96 |
|
|
2016
Q2 | $160K | Sell |
2,771
-1,200
| -30% | -$69.3K | 0.1% | 101 |
|
|
2016
Q1 | $210K | Buy |
3,971
+1,786
| +82% | +$94.5K | 0.14% | 90 |
|
|
2015
Q4 | $115K | Sell |
2,185
-150
| -6% | -$7.9K | 0.08% | 138 |
|
|
2015
Q3 | $115K | Sell |
2,335
-200
| -8% | -$9.85K | 0.08% | 135 |
|
|
2015
Q2 | $144K | Buy |
2,535
+200
| +9% | +$11.4K | 0.09% | 121 |
|
|
2015
Q1 | $134K | Sell |
2,335
-17
| -0.7% | -$976 | 0.08% | 123 |
|
|
2014
Q4 | $133K | Hold |
2,352
| – | – | 0.08% | 129 |
|
|
2014
Q3 | $139K | Hold |
2,352
| – | – | 0.08% | 130 |
|
|
2014
Q2 | $136K | Hold |
2,352
| – | – | 0.08% | 126 |
|
|
2014
Q1 | $134K | Sell |
2,352
-800
| -25% | -$45.6K | 0.09% | 105 |
|
|
2013
Q4 | $158K | Buy |
+3,152
| New | +$158K | 0.12% | 94 |
|