Kingswood Wealth Advisors’s Merck MRK Stock Holding History

Kingswood Wealth Advisors’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.43M	Buy
2025 Q2	$1.87M	Sell
2025 Q1	$2.44M	Sell
2024 Q4	$3.02M	Sell
2024 Q3	$6.92M	Buy
2024 Q2	$6.18M	Buy
2024 Q1	$4.98M	Sell
2023 Q4	$5.39M	Buy
2023 Q3	$4.36M	Sell
2023 Q2	$3.06M	Buy