Number of Shares
6,257.00
Current Holdings Value*
$561,650.00
% of Portfolio
0.11%
Total Estimate Gain
$-369,618.07
% of Total Estimate Gain
-4.72%

Beverly Hills Private Wealth, LLC's Merck & Co Inc Holding Summary

As of 2025-03-31, Beverly Hills Private Wealth, LLC held 6,257.00 shares of Merck & Co Inc(MRK), totaling $561,650.00. This investment constitutes 0.11% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0% of the outstanding Merck & Co Inc(MRK) stock.

The initial trade took place in 2022Q4. And since then Beverly Hills Private Wealth, LLC has made 4 purchases of MRK, at an average price of $108.12, for a total of 72,444.00 shares. In addition, there have been 5 sales at an average price of $105.20 for 66,187.00 shares. Based on historical transaction data and MRK's current price of $79.96, Beverly Hills Private Wealth, LLC's estimated gain on his MRK holdings is $-369,618.07, reflecting a -4.72% gain to date.

Beverly Hills Private Wealth, LLC MRK ($79.96) Holding Chart

Beverly Hills Private Wealth, LLC MRK ($79.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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