KPWS
Kestra Private Wealth Services’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
232,469
+10,221
| +5% | +$809K | 0.26% | 77 |
|
|
2025
Q1 | $19.9M | Buy |
222,248
+10,298
| +5% | +$924K | 0.33% | 58 |
|
|
2024
Q4 | $21.1M | Sell |
211,950
-12,275
| -5% | -$1.22M | 0.36% | 54 |
|
|
2024
Q3 | $25.5M | Buy |
224,225
+936
| +0.4% | +$106K | 0.47% | 38 |
|
|
2024
Q2 | $27.6M | Buy |
223,289
+8,308
| +4% | +$1.03M | 0.55% | 31 |
|
|
2024
Q1 | $28.4M | Sell |
214,981
-540
| -0.3% | -$71.3K | 0.64% | 25 |
|
|
2023
Q4 | $23.5M | Buy |
215,521
+12,477
| +6% | +$1.36M | 0.6% | 26 |
|
|
2023
Q3 | $20.9M | Buy |
203,044
+35,736
| +21% | +$3.68M | 0.66% | 18 |
|
|
2023
Q2 | $19.3M | Buy |
167,308
+23,090
| +16% | +$2.66M | 0.66% | 18 |
|
|
2023
Q1 | $15.3M | Buy |
144,218
+10,979
| +8% | +$1.17M | 0.61% | 28 |
|
|
2022
Q4 | $14.8M | Buy |
133,239
+1,877
| +1% | +$208K | 0.75% | 19 |
|
|
2022
Q3 | $11.3M | Buy |
131,362
+7,915
| +6% | +$682K | 0.65% | 22 |
|
|
2022
Q2 | $11.3M | Buy |
123,447
+16,576
| +16% | +$1.51M | 0.64% | 21 |
|
|
2022
Q1 | $8.77M | Buy |
106,871
+6,660
| +7% | +$546K | 0.43% | 48 |
|
|
2021
Q4 | $7.68M | Buy |
100,211
+2,051
| +2% | +$157K | 0.37% | 61 |
|
|
2021
Q3 | $7.37M | Buy |
98,160
+6,281
| +7% | +$472K | 0.41% | 49 |
|
|
2021
Q2 | $7.15M | Buy |
91,879
+3,312
| +4% | +$258K | 0.43% | 42 |
|
|
2021
Q1 | $6.83M | Buy |
88,567
+4,418
| +5% | +$341K | 0.48% | 40 |
|
|
2020
Q4 | $6.78M | Sell |
84,149
-453
| -0.5% | -$36.5K | 0.5% | 38 |
|
|
2020
Q3 | $7.02M | Buy |
+84,602
| New | +$7.02M | 0.61% | 31 |
|