BWL
Bogart Wealth LLC’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
6,927
+287
| +4% | +$22.7K | 0.02% | 154 |
|
|
2025
Q1 | $596K | Sell |
6,640
-63,616
| -91% | -$5.71M | 0.03% | 148 |
|
|
2024
Q4 | $6.99M | Buy |
70,256
+10,821
| +18% | +$1.08M | 0.33% | 71 |
|
|
2024
Q3 | $6.75M | Buy |
59,435
+1,164
| +2% | +$132K | 0.32% | 76 |
|
|
2024
Q2 | $7.21M | Buy |
58,271
+104
| +0.2% | +$12.9K | 0.37% | 62 |
|
|
2024
Q1 | $7.68M | Sell |
58,167
-543
| -0.9% | -$71.6K | 0.39% | 65 |
|
|
2023
Q4 | $6.4M | Sell |
58,710
-287
| -0.5% | -$31.3K | 0.36% | 70 |
|
|
2023
Q3 | $6.07M | Sell |
58,997
-520
| -0.9% | -$53.5K | 0.38% | 67 |
|
|
2023
Q2 | $6.87M | Buy |
59,517
+111
| +0.2% | +$12.8K | 0.44% | 56 |
|
|
2023
Q1 | $6.32M | Buy |
59,406
+3,452
| +6% | +$367K | 0.42% | 59 |
|
|
2022
Q4 | $6.21M | Buy |
55,954
+4,337
| +8% | +$481K | 0.43% | 51 |
|
|
2022
Q3 | $4.45M | Buy |
51,617
+47,817
| +1,258% | +$4.12M | 0.37% | 58 |
|
|
2022
Q2 | $346K | Buy |
3,800
+282
| +8% | +$25.7K | 0.03% | 133 |
|
|
2022
Q1 | $289K | Sell |
3,518
-122
| -3% | -$10K | 0.02% | 143 |
|
|
2021
Q4 | $279K | Hold |
3,640
| – | – | 0.03% | 142 |
|
|
2021
Q3 | $273K | Sell |
3,640
-414
| -10% | -$31.1K | 0.03% | 139 |
|
|
2021
Q2 | $315K | Sell |
4,054
-26
| -0.6% | -$2.02K | 0.03% | 125 |
|
|
2021
Q1 | $315K | Sell |
4,080
-32,471
| -89% | -$2.51M | 0.04% | 120 |
|
|
2020
Q4 | $2.99M | Buy |
36,551
+3,014
| +9% | +$246K | 0.55% | 30 |
|
|
2020
Q3 | $2.78M | Sell |
33,537
-478
| -1% | -$39.6K | 0.62% | 28 |
|
|
2020
Q2 | $2.63M | Buy |
34,015
+67
| +0.2% | +$5.18K | 0.62% | 29 |
|
|
2020
Q1 | $2.61M | Sell |
33,948
-531
| -2% | -$40.9K | 0.71% | 22 |
|
|
2019
Q4 | $3.14M | Buy |
34,479
+1,058
| +3% | +$96.2K | 1% | 15 |
|
|
2019
Q3 | $2.81M | Buy |
33,421
+248
| +0.7% | +$20.9K | 1.38% | 16 |
|
|
2019
Q2 | $2.78M | Buy |
33,173
+3,192
| +11% | +$268K | 1.68% | 8 |
|
|
2019
Q1 | $2.49M | Sell |
29,981
-5,940
| -17% | -$494K | 1.2% | 10 |
|
|
2018
Q4 | $2.74M | Buy |
35,921
+764
| +2% | +$58.4K | 1.37% | 7 |
|
|
2018
Q3 | $2.49M | Buy |
35,157
+821
| +2% | +$58.2K | 1.44% | 6 |
|
|
2018
Q2 | $2.08M | Buy |
34,336
+1,020
| +3% | +$61.9K | 1.27% | 10 |
|
|
2018
Q1 | $1.82M | Buy |
33,316
+2,983
| +10% | +$163K | 1.05% | 14 |
|
|
2017
Q4 | $1.71M | Buy |
30,333
+6,713
| +28% | +$378K | 1.09% | 18 |
|
|
2017
Q3 | $1.52M | Buy |
23,620
+231
| +1% | +$14.9K | 1.12% | 22 |
|
|
2017
Q2 | $1.5M | Buy |
23,389
+6,998
| +43% | +$449K | 0.96% | 24 |
|
|
2017
Q1 | $1.04M | Sell |
16,391
-748
| -4% | -$47.5K | 0.69% | 28 |
|
|
2016
Q4 | $1.01M | Buy |
+17,139
| New | +$1.01M | 0.68% | 26 |
|