KCFA
Key Client Fiduciary Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
7,201
-767
| -10% | -$60.7K | 0.23% | 97 |
|
|
2025
Q1 | $715K | Buy |
7,968
+26
| +0.3% | +$2.33K | 0.33% | 66 |
|
|
2024
Q4 | $790K | Sell |
7,942
-714
| -8% | -$71K | 0.35% | 65 |
|
|
2024
Q3 | $983K | Sell |
8,656
-39
| -0.4% | -$4.43K | 0.44% | 53 |
|
|
2024
Q2 | $1.08M | Sell |
8,695
-3
| -0% | -$371 | 0.53% | 45 |
|
|
2024
Q1 | $1.15M | Buy |
8,698
+2,135
| +33% | +$282K | 0.61% | 36 |
|
|
2023
Q4 | $716K | Buy |
6,563
+606
| +10% | +$66.1K | 0.42% | 53 |
|
|
2023
Q3 | $613K | Buy |
5,957
+218
| +4% | +$22.4K | 0.38% | 63 |
|
|
2023
Q2 | $662K | Sell |
5,739
-105
| -2% | -$12.1K | 0.39% | 56 |
|
|
2023
Q1 | $622K | Sell |
5,844
-129
| -2% | -$13.7K | 0.39% | 59 |
|
|
2022
Q4 | $663K | Buy |
5,973
+2,328
| +64% | +$258K | 0.45% | 52 |
|
|
2022
Q3 | $314K | Hold |
3,645
| – | – | 0.28% | 73 |
|
|
2022
Q2 | $332K | Sell |
3,645
-12
| -0.3% | -$1.09K | 0.32% | 71 |
|
|
2022
Q1 | $300K | Buy |
3,657
+7
| +0.2% | +$574 | 0.24% | 92 |
|
|
2021
Q4 | $280K | Buy |
+3,650
| New | +$280K | 0.23% | 98 |
|