KWA
Kingswood Wealth Advisors’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
23,635
-3,551
| -13% | -$281K | 0.15% | 152 |
|
|
2025
Q1 | $2.44M | Sell |
27,186
-3,202
| -11% | -$287K | 0.22% | 108 |
|
|
2024
Q4 | $3.02M | Sell |
30,388
-30,518
| -50% | -$3.04M | 0.23% | 101 |
|
|
2024
Q3 | $6.92M | Buy |
60,906
+11,004
| +22% | +$1.25M | 0.49% | 34 |
|
|
2024
Q2 | $6.18M | Buy |
49,902
+12,188
| +32% | +$1.51M | 0.56% | 27 |
|
|
2024
Q1 | $4.98M | Sell |
37,714
-11,715
| -24% | -$1.55M | 0.57% | 23 |
|
|
2023
Q4 | $5.39M | Buy |
49,429
+28,263
| +134% | +$3.08M | 0.61% | 27 |
|
|
2023
Q3 | $4.36M | Sell |
21,166
-5,364
| -20% | -$1.1M | 0.74% | 25 |
|
|
2023
Q2 | $3.06M | Buy |
+26,530
| New | +$3.06M | 0.98% | 21 |
|