KMWM
Keudell/Morrison Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
11,939
-816
| -6% | -$64.6K | 0.21% | 72 |
|
|
2025
Q1 | $1.14M | Buy |
12,755
+301
| +2% | +$27K | 0.27% | 59 |
|
|
2024
Q4 | $1.24M | Sell |
12,454
-260
| -2% | -$25.9K | 0.32% | 56 |
|
|
2024
Q3 | $1.44M | Buy |
12,714
+210
| +2% | +$23.8K | 0.39% | 52 |
|
|
2024
Q2 | $1.55M | Sell |
12,504
-117
| -0.9% | -$14.5K | 0.45% | 49 |
|
|
2024
Q1 | $1.67M | Buy |
12,621
+151
| +1% | +$19.9K | 0.5% | 41 |
|
|
2023
Q4 | $1.36M | Buy |
12,470
+164
| +1% | +$17.9K | 0.45% | 47 |
|
|
2023
Q3 | $1.27M | Sell |
12,306
-118
| -0.9% | -$12.1K | 0.39% | 51 |
|
|
2023
Q2 | $1.43M | Sell |
12,424
-226
| -2% | -$26.1K | 0.41% | 46 |
|
|
2023
Q1 | $1.35M | Sell |
12,650
-2,096
| -14% | -$223K | 0.4% | 46 |
|
|
2022
Q4 | $1.64M | Sell |
14,746
-1,438
| -9% | -$160K | 0.53% | 35 |
|
|
2022
Q3 | $1.39M | Sell |
16,184
-319
| -2% | -$27.5K | 0.52% | 36 |
|
|
2022
Q2 | $1.51M | Sell |
16,503
-807
| -5% | -$73.6K | 0.55% | 37 |
|
|
2022
Q1 | $1.42M | Sell |
17,310
-960
| -5% | -$78.8K | 0.59% | 44 |
|
|
2021
Q4 | $1.4M | Sell |
18,270
-62
| -0.3% | -$4.75K | 0.55% | 44 |
|
|
2021
Q3 | $1.38M | Buy |
18,332
+453
| +3% | +$34K | 0.59% | 42 |
|
|
2021
Q2 | $1.39M | Buy |
17,879
+2,492
| +16% | +$194K | 0.76% | 39 |
|
|
2021
Q1 | $1.19M | Sell |
15,387
-288
| -2% | -$22.2K | 0.69% | 45 |
|
|
2020
Q4 | $1.28M | Buy |
15,675
+1,286
| +9% | +$105K | 0.81% | 35 |
|
|
2020
Q3 | $1.19M | Buy |
14,389
+459
| +3% | +$38.1K | 0.77% | 34 |
|
|
2020
Q2 | $1.08M | Buy |
13,930
+94
| +0.7% | +$7.27K | 0.89% | 34 |
|
|
2020
Q1 | $1.07M | Buy |
13,836
+904
| +7% | +$69.6K | 1.04% | 28 |
|
|
2019
Q4 | $1.18M | Buy |
12,932
+454
| +4% | +$41.3K | 0.81% | 38 |
|
|
2019
Q3 | $1.05M | Buy |
12,478
+33
| +0.3% | +$2.78K | 0.87% | 39 |
|
|
2019
Q2 | $1.05M | Buy |
12,445
+8
| +0.1% | +$674 | 0.92% | 40 |
|
|
2019
Q1 | $1.03M | Buy |
+12,437
| New | +$1.03M | 0.91% | 39 |
|