BWM
BNC Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,870
| Closed | -$2.75M | – | 103 |
|
|
2023
Q2 | $2.75M | Buy |
23,870
+2,159
| +10% | +$249K | 1.46% | 24 |
|
|
2023
Q1 | $2.31M | Buy |
+21,711
| New | +$2.31M | 1.29% | 27 |
|
|
2020
Q4 | – | Sell |
-701
| Closed | -$58K | – | 333 |
|
|
2020
Q3 | $58K | Buy |
+701
| New | +$58K | 0.04% | 158 |
|