KFG Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,906
| Closed | -$289K | – | 201 |
|
|
2024
Q4 | $289K | Buy |
2,906
+536
| +23% | +$53.3K | 0.05% | 150 |
|
|
2024
Q3 | $269K | Buy |
2,370
+245
| +12% | +$27.8K | 0.06% | 151 |
|
|
2024
Q2 | $263K | Hold |
2,125
| – | – | 0.1% | 133 |
|
|
2024
Q1 | $280K | Hold |
2,125
| – | – | 0.12% | 127 |
|
|
2023
Q4 | $232K | Hold |
2,125
| – | – | 0.11% | 121 |
|
|
2023
Q3 | $219K | Buy |
2,125
+15
| +0.7% | +$1.54K | 0.12% | 120 |
|
|
2023
Q2 | $243K | Sell |
2,110
-9
| -0.4% | -$1.04K | 0.14% | 106 |
|
|
2023
Q1 | $245K | Hold |
2,119
| – | – | 0.17% | 75 |
|
|
2022
Q4 | $235K | Buy |
+2,119
| New | +$235K | 0.24% | 62 |
|