BMS Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $643K | Sell |
5,576
-2,509
| -31% | -$290K | 0.42% | 37 |
|
|
2023
Q1 | $860K | Sell |
8,085
-109
| -1% | -$11.6K | 0.59% | 29 |
|
|
2022
Q4 | $909K | Sell |
8,194
-93
| -1% | -$10.3K | 0.6% | 25 |
|
|
2022
Q3 | $714K | Sell |
8,287
-427
| -5% | -$36.8K | 0.5% | 34 |
|
|
2022
Q2 | $794K | Buy |
8,714
+741
| +9% | +$67.5K | 0.52% | 27 |
|
|
2022
Q1 | $654K | Buy |
7,973
+308
| +4% | +$25.3K | 0.42% | 46 |
|
|
2021
Q4 | $587K | Buy |
+7,665
| New | +$587K | 0.37% | 55 |
|