BCFD
Boit C.F. David’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Hold |
70,283
| – | – | 2.68% | 13 |
|
|
2025
Q1 | $6.31M | Hold |
70,283
| – | – | 3.17% | 8 |
|
|
2024
Q4 | $6.99M | Hold |
70,283
| – | – | 2.84% | 8 |
|
|
2024
Q3 | $7.88M | Hold |
70,283
| – | – | 3.9% | 5 |
|
|
2024
Q2 | $8.7M | Sell |
70,283
-1,000
| -1% | -$124K | 4.53% | 4 |
|
|
2024
Q1 | $9.18M | Hold |
71,283
| – | – | 5.02% | 4 |
|
|
2023
Q4 | $8.18M | Buy |
71,283
+4,958
| +7% | +$569K | 4.62% | 4 |
|
|
2023
Q3 | $6.8M | Sell |
66,325
-900
| -1% | -$92.3K | 4.66% | 4 |
|
|
2023
Q2 | $7.76M | Hold |
67,225
| – | – | 5.15% | 4 |
|
|
2023
Q1 | $7.67M | Sell |
67,225
-2,100
| -3% | -$240K | 5.24% | 4 |
|
|
2022
Q4 | $7.69M | Hold |
69,325
| – | – | 5.48% | 3 |
|
|
2022
Q3 | $5.97M | Buy |
+69,325
| New | +$5.97M | 4.85% | 5 |
|
|
2022
Q1 | $5.78M | Sell |
70,425
-2,774
| -4% | -$228K | 3.8% | 5 |
|
|
2021
Q4 | $5.61M | Hold |
73,199
| – | – | 3.56% | 5 |
|
|
2021
Q3 | $5.96M | Hold |
73,199
| – | – | 4.09% | 5 |
|
|
2021
Q2 | $5.69M | Buy |
+73,199
| New | +$5.69M | 4.34% | 5 |
|