Appleton Partners’s Merck MRK Stock Holding History

Appleton Partners’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$623K	Sell	7,869 -525	-6%	-$41.6K	0.04%	165
2025 Q1	$753K	Sell	8,394 -98,431	-92%	-$8.83M	0.06%	151
2024 Q4	$10.6M	Sell	106,825 -5,287	-5%	-$526K	0.79%	45
2024 Q3	$12.7M	Buy	112,112 +7,248	+7%	+$823K	0.94%	33
2024 Q2	$13M	Buy	104,864 +702	+0.7%	+$86.9K	1%	28
2024 Q1	$13.7M	Sell	104,162 -552	-0.5%	-$72.8K	1.07%	22
2023 Q4	$11.4M	Buy	104,714 +6,636	+7%	+$723K	0.92%	27
2023 Q3	$10.1M	Buy	98,078 +11,153	+13%	+$1.15M	0.9%	30
2023 Q2	$10M	Buy	86,925 +22,479	+35%	+$2.59M	0.85%	32
2023 Q1	$6.86M	Buy	64,446 +8,790	+16%	+$935K	0.61%	45
2022 Q4	$6.18M	Buy	55,656 +9,818	+21%	+$1.09M	0.59%	48
2022 Q3	$3.95M	Buy	45,838 +8,122	+22%	+$700K	0.39%	72
2022 Q2	$3.44M	Buy	37,716 +1,565	+4%	+$143K	0.33%	82
2022 Q1	$2.97M	Sell	36,151 -5,200	-13%	-$427K	0.24%	95
2021 Q4	$3.17M	Buy	41,351 +2,029	+5%	+$155K	0.24%	93
2021 Q3	$2.95M	Sell	39,322 -708	-2%	-$53.2K	0.25%	95
2021 Q2	$3.11M	Sell	40,030 -2,122	-5%	-$165K	0.27%	95
2021 Q1	$3.1M	Sell	42,152 -1,315	-3%	-$96.7K	0.29%	87
2020 Q4	$3.39M	Sell	43,467 -467	-1%	-$36.5K	0.33%	76
2020 Q3	$3.48M	Sell	43,934 -575	-1%	-$45.5K	0.38%	70
2020 Q2	$3.28M	Sell	44,509 -263	-0.6%	-$19.4K	0.39%	69
2020 Q1	$3.29M	Sell	44,772 -364	-0.8%	-$26.7K	0.46%	62
2019 Q4	$3.92M	Sell	45,136 -1,565	-3%	-$136K	0.43%	62
2019 Q3	$3.75M	Buy	46,701 +126	+0.3%	+$10.1K	0.45%	62
2019 Q2	$3.73M	Sell	46,575 -559	-1%	-$44.7K	0.46%	58
2019 Q1	$3.74M	Buy	47,134 +1,982	+4%	+$157K	0.5%	58
2018 Q4	$3.29M	Sell	45,152 -475	-1%	-$34.6K	0.49%	63
2018 Q3	$3.09M	Buy	45,627 +2,154	+5%	+$146K	0.41%	70
2018 Q2	$2.52M	Buy	43,473 +5,136	+13%	+$297K	0.36%	83
2018 Q1	$1.99M	Buy	38,337 +5,369	+16%	+$279K	0.3%	93
2017 Q4	$1.77M	Buy	32,968 +3,025	+10%	+$162K	0.27%	93
2017 Q3	$1.83M	Buy	29,943 +1,845	+7%	+$113K	0.31%	86
2017 Q2	$1.72M	Sell	28,098 -10	-0%	-$611	0.29%	89
2017 Q1	$1.7M	Sell	28,108 -2,237	-7%	-$136K	0.31%	84
2016 Q4	$1.71M	Sell	30,345 -218	-0.7%	-$12.2K	0.34%	79
2016 Q3	$1.82M	Sell	30,563 -2,359	-7%	-$140K	0.34%	82
2016 Q2	$1.81M	Sell	32,922 -241	-0.7%	-$13.3K	0.37%	71
2016 Q1	$1.67M	Sell	33,163 -10	-0%	-$505	0.33%	73
2015 Q4	$1.67M	Buy	33,173 +2,889	+10%	+$146K	0.33%	77
2015 Q3	$1.43M	Buy	30,284 +7,667	+34%	+$361K	0.32%	75
2015 Q2	$1.23M	Buy	22,617 +325	+1%	+$17.7K	0.28%	82
2015 Q1	$1.22M	Sell	22,292 -1,341	-6%	-$73.6K	0.28%	83
2014 Q4	$1.28M	Hold	23,633	–	–	0.29%	79
2014 Q3	$1.34M	Buy	23,633 +2,306	+11%	+$130K	0.31%	76
2014 Q2	$1.18M	Sell	21,327 -105	-0.5%	-$5.8K	0.28%	82
2014 Q1	$1.16M	Buy	21,432 +2,437	+13%	+$132K	0.27%	79
2013 Q4	$907K	Buy	18,995 +1,711	+10%	+$81.7K	0.22%	86
2013 Q3	$785K	Buy	17,284 +838	+5%	+$38.1K	0.21%	87
2013 Q2	$729K	Buy	+16,446	New	+$729K	0.21%	80