Kestra Investment Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.25M Buy
60,790
+19,683
+48% +$1.7M 0.08% 85
2025
Q1
$3.69M Buy
41,107
+19,752
+92% +$1.77M 0.12% 68
2024
Q4
$2.12M Sell
21,355
-2,063
-9% -$205K 0.08% 79
2024
Q3
$2.66M Buy
+23,418
New +$2.66M 0.11% 68