BFA
Brendel Financial Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Hold |
23,668
| – | – | 1.05% | 44 |
|
|
2025
Q1 | $2.12M | Hold |
23,668
| – | – | 1.29% | 36 |
|
|
2024
Q4 | $2.35M | Sell |
23,668
-988
| -4% | -$98.3K | 1.42% | 32 |
|
|
2024
Q3 | $2.8M | Sell |
24,656
-3
| -0% | -$341 | 1.59% | 28 |
|
|
2024
Q2 | $3.05M | Buy |
24,659
+207
| +0.8% | +$25.6K | 1.94% | 23 |
|
|
2024
Q1 | $3.23M | Buy |
24,452
+47
| +0.2% | +$6.2K | 3.69% | 8 |
|
|
2023
Q4 | $2.66M | Hold |
24,405
| – | – | 1.74% | 24 |
|
|
2023
Q3 | $2.51M | Hold |
24,405
| – | – | 3.73% | 12 |
|
|
2023
Q2 | $2.82M | Sell |
24,405
-196
| -0.8% | -$22.6K | 4.24% | 10 |
|
|
2023
Q1 | $2.62M | Hold |
24,601
| – | – | 1.94% | 20 |
|
|
2022
Q4 | $2.73M | Sell |
24,601
-34
| -0.1% | -$3.77K | 5.47% | 3 |
|
|
2022
Q3 | $2.12M | Buy |
24,635
+1,035
| +4% | +$89.2K | 5.04% | 5 |
|
|
2022
Q2 | $2.15M | Hold |
23,600
| – | – | 1.87% | 15 |
|
|
2022
Q1 | $1.94M | Hold |
23,600
| – | – | 1.05% | 39 |
|
|
2021
Q4 | $1.81M | Hold |
23,600
| – | – | 0.94% | 39 |
|
|
2021
Q3 | $1.77M | Hold |
23,600
| – | – | 2.11% | 19 |
|
|
2021
Q2 | $1.84M | Hold |
23,600
| – | – | 1.01% | 35 |
|
|
2021
Q1 | $1.82M | Hold |
23,600
| – | – | 1.22% | 32 |
|
|
2020
Q4 | $1.93M | Hold |
23,600
| – | – | 1.31% | 30 |
|
|
2020
Q3 | $1.96M | Hold |
23,600
| – | – | 1.57% | 28 |
|
|
2020
Q2 | $1.83M | Hold |
23,600
| – | – | 1.57% | 29 |
|
|
2020
Q1 | $1.82M | Hold |
23,600
| – | – | 2.14% | 22 |
|
|
2019
Q4 | $2.15M | Hold |
23,600
| – | – | 1.82% | 21 |
|
|
2019
Q3 | $1.99M | Hold |
23,600
| – | – | 1.79% | 24 |
|
|
2019
Q2 | $1.98M | Hold |
23,600
| – | – | 1.92% | 24 |
|
|
2019
Q1 | $1.96M | Sell |
23,600
-865
| -4% | -$71.9K | 1.76% | 25 |
|
|
2018
Q4 | $1.87M | Buy |
+24,465
| New | +$1.87M | 2.15% | 13 |
|