KLI
Kelman-Lazarov Inc’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+2,767
| New | +$219K | 0.04% | 116 |
|
|
2025
Q1 | – | Sell |
-2,142
| Closed | -$213K | – | 119 |
|
|
2024
Q4 | $213K | Buy |
2,142
+88
| +4% | +$8.75K | 0.04% | 107 |
|
|
2024
Q3 | $233K | Hold |
2,054
| – | – | 0.04% | 99 |
|
|
2024
Q2 | $254K | Sell |
2,054
-442
| -18% | -$54.7K | 0.05% | 96 |
|
|
2024
Q1 | $329K | Buy |
2,496
+4
| +0.2% | +$528 | 0.06% | 83 |
|
|
2023
Q4 | $272K | Sell |
2,492
-34
| -1% | -$3.71K | 0.06% | 86 |
|
|
2023
Q3 | $260K | Buy |
2,526
+69
| +3% | +$7.1K | 0.06% | 88 |
|
|
2023
Q2 | $284K | Buy |
2,457
+85
| +4% | +$9.81K | 0.07% | 84 |
|
|
2023
Q1 | $252K | Buy |
2,372
+476
| +25% | +$50.6K | 0.07% | 88 |
|
|
2022
Q4 | $210K | Buy |
+1,896
| New | +$210K | 0.06% | 90 |
|
|
2020
Q2 | – | Sell |
-3,056
| Closed | -$235K | – | 77 |
|
|
2020
Q1 | $235K | Sell |
3,056
-826
| -21% | -$63.5K | 0.13% | 69 |
|
|
2019
Q4 | $353K | Sell |
3,882
-3,151
| -45% | -$287K | 0.16% | 73 |
|
|
2019
Q3 | $592K | Hold |
7,033
| – | – | 0.29% | 50 |
|
|
2019
Q2 | $590K | Sell |
7,033
-89
| -1% | -$7.47K | 0.3% | 51 |
|
|
2019
Q1 | $592K | Buy |
7,122
+707
| +11% | +$58.8K | 0.31% | 55 |
|
|
2018
Q4 | $490K | Sell |
6,415
-230
| -3% | -$17.6K | 0.3% | 60 |
|
|
2018
Q3 | $471K | Sell |
6,645
-87
| -1% | -$6.17K | 0.28% | 74 |
|
|
2018
Q2 | $409K | Buy |
6,732
+19
| +0.3% | +$1.15K | 0.22% | 83 |
|
|
2018
Q1 | $366K | Hold |
6,713
| – | – | 0.2% | 85 |
|
|
2017
Q4 | $378K | Sell |
6,713
-86
| -1% | -$4.84K | 0.19% | 87 |
|
|
2017
Q3 | $435K | Sell |
6,799
-55
| -0.8% | -$3.52K | 0.23% | 88 |
|
|
2017
Q2 | $439K | Hold |
6,854
| – | – | 0.24% | 85 |
|
|
2017
Q1 | $436K | Sell |
6,854
-115
| -2% | -$7.32K | 0.28% | 80 |
|
|
2016
Q4 | $410K | Hold |
6,969
| – | – | 0.23% | 86 |
|
|
2016
Q3 | $435K | Sell |
6,969
-200
| -3% | -$12.5K | 0.25% | 87 |
|
|
2016
Q2 | $415K | Buy |
7,169
+408
| +6% | +$23.6K | 0.24% | 90 |
|
|
2016
Q1 | $363K | Buy |
+6,761
| New | +$363K | 0.21% | 96 |
|