KFP
KMG Fiduciary Partners’s Merck MRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Sell |
53,278
-674
| -1% | -$53.4K | 0.31% | 77 |
|
|
2025
Q1 | $4.84M | Buy |
53,952
+3,739
| +7% | +$336K | 0.4% | 64 |
|
|
2024
Q4 | $5M | Buy |
50,213
+14,161
| +39% | +$1.41M | 0.41% | 63 |
|
|
2024
Q3 | $4.09M | Sell |
36,052
-1,583
| -4% | -$180K | 0.35% | 71 |
|
|
2024
Q2 | $4.66M | Buy |
37,635
+56
| +0.1% | +$6.93K | 0.46% | 53 |
|
|
2024
Q1 | $4.96M | Sell |
37,579
-566
| -1% | -$74.7K | 0.51% | 51 |
|
|
2023
Q4 | $4.16M | Sell |
38,145
-547
| -1% | -$59.6K | 0.48% | 56 |
|
|
2023
Q3 | $3.98M | Sell |
38,692
-377
| -1% | -$38.8K | 0.53% | 50 |
|
|
2023
Q2 | $4.51M | Sell |
39,069
-2,939
| -7% | -$339K | 0.58% | 46 |
|
|
2023
Q1 | $4.47M | Sell |
42,008
-29,894
| -42% | -$3.18M | 0.64% | 43 |
|
|
2022
Q4 | $7.98M | Sell |
71,902
-1,244
| -2% | -$138K | 1.31% | 15 |
|
|
2022
Q3 | $6.3M | Sell |
73,146
-14,786
| -17% | -$1.27M | 1.21% | 18 |
|
|
2022
Q2 | $8.02M | Sell |
87,932
-1,895
| -2% | -$173K | 1.49% | 12 |
|
|
2022
Q1 | $7.37M | Buy |
89,827
+1,533
| +2% | +$126K | 1.18% | 19 |
|
|
2021
Q4 | $6.77M | Sell |
88,294
-2,034
| -2% | -$156K | 1.05% | 22 |
|
|
2021
Q3 | $6.79M | Sell |
90,328
-4,865
| -5% | -$365K | 1.15% | 22 |
|
|
2021
Q2 | $7.4M | Sell |
95,193
-4,077
| -4% | -$317K | 1.31% | 18 |
|
|
2021
Q1 | $7.65M | Buy |
99,270
+3,839
| +4% | +$296K | 1.49% | 15 |
|
|
2020
Q4 | $7.74M | Buy |
95,431
+7,492
| +9% | +$608K | 1.63% | 13 |
|
|
2020
Q3 | $7.3M | Buy |
87,939
+307
| +0.4% | +$25.5K | 1.81% | 12 |
|
|
2020
Q2 | $6.78M | Buy |
87,632
+3,899
| +5% | +$302K | 1.88% | 12 |
|
|
2020
Q1 | $6.44M | Buy |
83,733
+12,572
| +18% | +$967K | 2.09% | 12 |
|
|
2019
Q4 | $6.47M | Sell |
71,161
-8,729
| -11% | -$794K | 1.97% | 16 |
|
|
2019
Q3 | $6.73M | Buy |
79,890
+1,468
| +2% | +$124K | 2.28% | 14 |
|
|
2019
Q2 | $6.58M | Sell |
78,422
-7,430
| -9% | -$623K | 2.38% | 15 |
|
|
2019
Q1 | $7.14M | Buy |
85,852
+10,631
| +14% | +$884K | 2.71% | 10 |
|
|
2018
Q4 | $5.75M | Buy |
+75,221
| New | +$5.75M | 2.61% | 11 |
|