BOPW
Brandywine Oak Private Wealth’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
23,612
-174
| -0.7% | -$13.8K | 0.17% | 67 |
|
|
2025
Q1 | $2.14M | Sell |
23,786
-3,347
| -12% | -$300K | 0.21% | 60 |
|
|
2024
Q4 | $2.7M | Sell |
27,133
-719
| -3% | -$71.5K | 0.26% | 51 |
|
|
2024
Q3 | $3.16M | Buy |
27,852
+412
| +2% | +$46.8K | 0.31% | 47 |
|
|
2024
Q2 | $3.4M | Sell |
27,440
-190
| -0.7% | -$23.5K | 0.35% | 39 |
|
|
2024
Q1 | $3.65M | Sell |
27,630
-211
| -0.8% | -$27.8K | 0.38% | 38 |
|
|
2023
Q4 | $3.04M | Sell |
27,841
-79
| -0.3% | -$8.61K | 0.34% | 42 |
|
|
2023
Q3 | $2.87M | Sell |
27,920
-214
| -0.8% | -$22K | 0.34% | 42 |
|
|
2023
Q2 | $3.25M | Sell |
28,134
-419
| -1% | -$48.3K | 0.36% | 41 |
|
|
2023
Q1 | $3.04M | Buy |
28,553
+1,986
| +7% | +$211K | 0.35% | 40 |
|
|
2022
Q4 | $2.95M | Sell |
26,567
-920
| -3% | -$102K | 0.37% | 42 |
|
|
2022
Q3 | $2.37M | Sell |
27,487
-1,742
| -6% | -$150K | 0.32% | 50 |
|
|
2022
Q2 | $2.66M | Buy |
29,229
+293
| +1% | +$26.7K | 0.34% | 44 |
|
|
2022
Q1 | $2.37M | Sell |
28,936
-475
| -2% | -$39K | 0.27% | 67 |
|
|
2021
Q4 | $2.25M | Sell |
29,411
-1,875
| -6% | -$144K | 0.25% | 68 |
|
|
2021
Q3 | $2.35M | Buy |
31,286
+1,705
| +6% | +$128K | 0.27% | 64 |
|
|
2021
Q2 | $2.3M | Buy |
29,581
+10,829
| +58% | +$842K | 0.27% | 62 |
|
|
2021
Q1 | $1.45M | Sell |
18,752
-220
| -1% | -$17K | 0.21% | 71 |
|
|
2020
Q4 | $1.55M | Buy |
18,972
+992
| +6% | +$81.1K | 0.24% | 67 |
|
|
2020
Q3 | $1.49M | Sell |
17,980
-432
| -2% | -$35.8K | 0.25% | 62 |
|
|
2020
Q2 | $1.42M | Sell |
18,412
-1,031
| -5% | -$79.7K | 0.25% | 67 |
|
|
2020
Q1 | $1.5M | Buy |
19,443
+111
| +0.6% | +$8.54K | 0.31% | 55 |
|
|
2019
Q4 | $1.76M | Buy |
19,332
+1,142
| +6% | +$104K | 0.32% | 51 |
|
|
2019
Q3 | $1.53M | Buy |
18,190
+1,154
| +7% | +$97.1K | 0.29% | 56 |
|
|
2019
Q2 | $1.43M | Sell |
17,036
-397
| -2% | -$33.3K | 0.29% | 58 |
|
|
2019
Q1 | $1.45M | Buy |
17,433
+739
| +4% | +$61.4K | 0.3% | 52 |
|
|
2018
Q4 | $1.28M | Buy |
+16,694
| New | +$1.28M | 0.29% | 58 |
|