Aull & Monroe Investment Management’s Merck MRK Stock Holding History

Aull & Monroe Investment Management’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	$1.32M	Sell	16,711 -720	-4%	-$57K	0.71%	46
2025 Q1	$1.56M	Sell	17,431 -33	-0.2%	-$2.96K	0.78%	41
2024 Q4	$1.74M	Sell	17,464 -1,396	-7%	-$139K	0.89%	39
2024 Q3	$2.14M	Sell	18,860 -452	-2%	-$51.3K	0.99%	35
2024 Q2	$2.39M	Sell	19,312 -796	-4%	-$98.5K	1.17%	30
2024 Q1	$2.65M	Sell	20,108 -438	-2%	-$57.8K	1.21%	27
2023 Q4	$2.24M	Sell	20,546 -600	-3%	-$65.4K	1.11%	31
2023 Q3	$2.18M	Hold	21,146	–	–	1.14%	27
2023 Q2	$2.44M	Hold	21,146	–	–	1.23%	28
2023 Q1	$2.25M	Sell	21,146 -426	-2%	-$45.3K	1.15%	31
2022 Q4	$2.39M	Sell	21,572 -931	-4%	-$103K	1.19%	28
2022 Q3	$1.94M	Hold	22,503	–	–	1.06%	35
2022 Q2	$2.05M	Hold	22,503	–	–	1.04%	35
2022 Q1	$1.85M	Buy	22,503 +150	+0.7%	+$12.3K	0.83%	41
2021 Q4	$1.71M	Hold	22,353	–	–	0.76%	50
2021 Q3	$1.68M	Sell	22,353 -212	-0.9%	-$15.9K	0.83%	45
2021 Q2	$1.76M	Sell	22,565 -978	-4%	-$76.1K	0.83%	43
2021 Q1	$1.73M	Buy	23,543 +1,825	+8%	+$134K	0.84%	41
2020 Q4	$1.7M	Sell	21,718 -482	-2%	-$37.6K	0.9%	40
2020 Q3	$1.76M	Buy	22,200 +210	+1%	+$16.6K	1.03%	33
2020 Q2	$1.62M	Sell	21,990 -1,643	-7%	-$121K	1%	37
2020 Q1	$1.74M	Hold	23,633	–	–	1.16%	28
2019 Q4	$2.05M	Hold	23,633	–	–	1.04%	34
2019 Q3	$1.9M	Sell	23,633 -786	-3%	-$63.1K	1%	35
2019 Q2	$1.95M	Hold	24,419	–	–	1.04%	34
2019 Q1	$1.94M	Sell	24,419 -996	-4%	-$79K	1.04%	34
2018 Q4	$1.85M	Sell	25,415 -2,361	-9%	-$172K	1.06%	32
2018 Q3	$1.88M	Buy	27,776 +419	+2%	+$28.4K	0.91%	41
2018 Q2	$1.59M	Buy	27,357 +996	+4%	+$57.7K	0.81%	43
2018 Q1	$1.37M	Buy	26,361 +89	+0.3%	+$4.63K	0.71%	48
2017 Q4	$1.41M	Sell	26,272 -420	-2%	-$22.5K	0.71%	48
2017 Q3	$1.63M	Sell	26,692 -314	-1%	-$19.2K	0.84%	43
2017 Q2	$1.65M	Sell	27,006 -105	-0.4%	-$6.42K	0.88%	39
2017 Q1	$1.64M	Sell	27,111 -429	-2%	-$26K	0.88%	40
2016 Q4	$1.55M	Hold	27,540	–	–	0.87%	41
2016 Q3	$1.64M	Sell	27,540 -189	-0.7%	-$11.3K	0.94%	35
2016 Q2	$1.52M	Buy	27,729 +472	+2%	+$25.9K	0.88%	38
2016 Q1	$1.38M	Buy	27,257 +2,096	+8%	+$106K	0.83%	43
2015 Q4	$1.27M	Sell	25,161 -524	-2%	-$26.4K	0.79%	44
2015 Q3	$1.21M	Sell	25,685 -251	-1%	-$11.8K	0.78%	45
2015 Q2	$1.45M	Sell	25,936 -274	-1%	-$15.3K	0.85%	43
2015 Q1	$1.44M	Buy	26,210 +52	+0.2%	+$2.85K	0.81%	43
2014 Q4	$1.42M	Sell	26,158 -2,255	-8%	-$122K	0.77%	46
2014 Q3	$1.61M	Buy	28,413 +642	+2%	+$36.3K	0.85%	45
2014 Q2	$1.53M	Hold	27,771	–	–	0.82%	48
2014 Q1	$1.5M	Hold	27,771	–	–	0.86%	42
2013 Q4	$1.33M	Buy	27,771 +1,216	+5%	+$58.1K	0.77%	49
2013 Q3	$1.21M	Sell	26,555 -294	-1%	-$13.4K	0.78%	46
2013 Q2	$1.19M	Buy	+26,849	New	+$1.19M	0.8%	49