KJWM
Kiley Juergens Wealth Management’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
14,585
-640
| -4% | -$50.7K | 0.27% | 53 |
|
|
2025
Q1 | $1.37M | Buy |
15,225
+252
| +2% | +$22.6K | 0.36% | 42 |
|
|
2024
Q4 | $1.49M | Sell |
14,973
-875
| -6% | -$87K | 0.37% | 42 |
|
|
2024
Q3 | $1.8M | Buy |
15,848
+90
| +0.6% | +$10.2K | 0.47% | 40 |
|
|
2024
Q2 | $1.95M | Buy |
15,758
+3,616
| +30% | +$448K | 0.54% | 36 |
|
|
2024
Q1 | $1.6M | Sell |
12,142
-249
| -2% | -$32.9K | 0.5% | 35 |
|
|
2023
Q4 | $1.35M | Sell |
12,391
-17
| -0.1% | -$1.85K | 0.45% | 34 |
|
|
2023
Q3 | $1.28M | Sell |
12,408
-26
| -0.2% | -$2.68K | 0.46% | 39 |
|
|
2023
Q2 | $1.43M | Sell |
12,434
-510
| -4% | -$58.8K | 0.49% | 37 |
|
|
2023
Q1 | $1.38M | Buy |
12,944
+294
| +2% | +$31.3K | 0.52% | 39 |
|
|
2022
Q4 | $1.4M | Buy |
12,650
+14
| +0.1% | +$1.55K | 0.59% | 36 |
|
|
2022
Q3 | $1.09M | Buy |
12,636
+172
| +1% | +$14.8K | 0.51% | 38 |
|
|
2022
Q2 | $1.14M | Buy |
+12,464
| New | +$1.14M | 0.54% | 38 |
|
|
2022
Q1 | – | Sell |
-11,598
| Closed | -$889K | – | 64 |
|
|
2021
Q4 | $889K | Buy |
11,598
+85
| +0.7% | +$6.52K | 0.34% | 52 |
|
|
2021
Q3 | $864K | Buy |
11,513
+25
| +0.2% | +$1.88K | 0.38% | 46 |
|
|
2021
Q2 | $893K | Buy |
+11,488
| New | +$893K | 0.41% | 46 |
|