BSW Wealth Partners’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
17,914
-912
| -5% | -$72.2K | 0.19% | 67 |
|
|
2025
Q1 | $1.69M | Buy |
18,826
+863
| +5% | +$77.5K | 0.26% | 56 |
|
|
2024
Q4 | $1.79M | Sell |
17,963
-138
| -0.8% | -$13.7K | 0.26% | 53 |
|
|
2024
Q3 | $2.06M | Buy |
18,101
+3,671
| +25% | +$417K | 0.31% | 43 |
|
|
2024
Q2 | $1.79M | Sell |
14,430
-201
| -1% | -$24.9K | 0.29% | 46 |
|
|
2024
Q1 | $1.93M | Sell |
14,631
-316
| -2% | -$41.7K | 0.33% | 45 |
|
|
2023
Q4 | $1.63M | Buy |
14,947
+281
| +2% | +$30.6K | 0.32% | 40 |
|
|
2023
Q3 | $1.51M | Buy |
14,666
+1,536
| +12% | +$158K | 0.34% | 42 |
|
|
2023
Q2 | $1.52M | Sell |
13,130
-401
| -3% | -$46.3K | 0.32% | 44 |
|
|
2023
Q1 | $1.44M | Sell |
13,531
-1,682
| -11% | -$179K | 0.29% | 50 |
|
|
2022
Q4 | $1.69M | Buy |
15,213
+192
| +1% | +$21.3K | 0.36% | 41 |
|
|
2022
Q3 | $1.29M | Sell |
15,021
-206
| -1% | -$17.7K | 0.32% | 38 |
|
|
2022
Q2 | $1.39M | Buy |
15,227
+580
| +4% | +$52.9K | 0.33% | 38 |
|
|
2022
Q1 | $1.2M | Buy |
14,647
+1,483
| +11% | +$122K | 0.3% | 47 |
|
|
2021
Q4 | $1.01M | Sell |
13,164
-191
| -1% | -$14.6K | 0.25% | 56 |
|
|
2021
Q3 | $1M | Sell |
13,355
-774
| -5% | -$58.1K | 0.28% | 52 |
|
|
2021
Q2 | $1.1M | Buy |
14,129
+1,858
| +15% | +$145K | 0.3% | 48 |
|
|
2021
Q1 | $903K | Sell |
12,271
-1,704
| -12% | -$125K | 0.26% | 46 |
|
|
2020
Q4 | $1.09M | Buy |
13,975
+2,546
| +22% | +$199K | 0.34% | 38 |
|
|
2020
Q3 | $905K | Buy |
11,429
+175
| +2% | +$13.9K | 0.34% | 33 |
|
|
2020
Q2 | $830K | Buy |
11,254
+2,770
| +33% | +$204K | 0.28% | 39 |
|
|
2020
Q1 | $623K | Buy |
8,484
+833
| +11% | +$61.2K | 0.26% | 44 |
|
|
2019
Q4 | $664K | Buy |
7,651
+1,029
| +16% | +$89.3K | 0.23% | 45 |
|
|
2019
Q3 | $532K | Buy |
6,622
+950
| +17% | +$76.3K | 0.2% | 47 |
|
|
2019
Q2 | $454K | Buy |
5,672
+1,593
| +39% | +$128K | 0.17% | 53 |
|
|
2019
Q1 | $324K | Buy |
4,079
+165
| +4% | +$13.1K | 0.13% | 64 |
|
|
2018
Q4 | $285K | Sell |
3,914
-5,692
| -59% | -$414K | 0.11% | 71 |
|
|
2018
Q3 | $650K | Buy |
9,606
+3,467
| +56% | +$235K | 0.25% | 38 |
|
|
2018
Q2 | $356K | Buy |
6,139
+573
| +10% | +$33.2K | 0.15% | 55 |
|
|
2018
Q1 | $289K | Buy |
5,566
+565
| +11% | +$29.3K | 0.13% | 62 |
|
|
2017
Q4 | $269K | Sell |
5,001
-72
| -1% | -$3.87K | 0.11% | 67 |
|
|
2017
Q3 | $310K | Buy |
5,073
+66
| +1% | +$4.03K | 0.14% | 59 |
|
|
2017
Q2 | $306K | Buy |
5,007
+340
| +7% | +$20.8K | 0.14% | 56 |
|
|
2017
Q1 | $283K | Sell |
4,667
-1,059
| -18% | -$64.2K | 0.14% | 56 |
|
|
2016
Q4 | $322K | Buy |
5,726
+5,403
| +1,673% | +$304K | 0.17% | 55 |
|
|
2016
Q3 | $4.94K | Sell |
323
-4,849
| -94% | -$74.1K | 0.17% | 49 |
|
|
2016
Q2 | $284K | Buy |
5,172
+2
| +0% | +$110 | 0.16% | 56 |
|
|
2016
Q1 | $261K | Sell |
5,170
-247
| -5% | -$12.5K | 0.15% | 56 |
|
|
2015
Q4 | $273K | Sell |
5,417
-2,651
| -33% | -$134K | 0.14% | 49 |
|
|
2015
Q3 | $380K | Buy |
8,068
+2,020
| +33% | +$95.1K | 0.23% | 40 |
|
|
2015
Q2 | $329K | Buy |
+6,048
| New | +$329K | 0.21% | 41 |
|