Bartlett & Co Wealth Management’s Merck MRK Stock Holding History

Bartlett & Co Wealth 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	$11.2M	Sell	139,728 -17,994	-11%	-$1.44M	0.16%	99
2025 Q1	$14.3M	Sell	157,722 -27,601	-15%	-$2.5M	0.21%	83
2024 Q4	$18.6M	Sell	185,323 -8,929	-5%	-$896K	0.27%	73
2024 Q3	$22.2M	Sell	194,252 -12,924	-6%	-$1.48M	0.32%	67
2024 Q2	$25.8M	Sell	207,176 -7,163	-3%	-$892K	0.39%	58
2024 Q1	$28.4M	Sell	214,339 -662	-0.3%	-$87.9K	0.44%	56
2023 Q4	$23.5M	Buy	215,001 +3,723	+2%	+$408K	0.38%	59
2023 Q3	$21.9M	Sell	211,278 -9,720	-4%	-$1.01M	0.39%	61
2023 Q2	$25.7M	Buy	220,998 +38,871	+21%	+$4.51M	0.44%	60
2023 Q1	$19.5M	Buy	182,127 +7,624	+4%	+$817K	0.38%	65
2022 Q4	$19.5M	Sell	174,503 -328	-0.2%	-$36.6K	0.39%	66
2022 Q3	$15.2M	Buy	174,831 +659	+0.4%	+$57.2K	0.33%	71
2022 Q2	$16M	Sell	174,172 -1,437	-0.8%	-$132K	0.32%	72
2022 Q1	$14.5M	Sell	175,609 -2,333	-1%	-$193K	0.25%	83
2021 Q4	$13.8M	Buy	177,942 +17,419	+11%	+$1.35M	0.23%	84
2021 Q3	$12.2M	Buy	160,523 +6,697	+4%	+$507K	0.23%	84
2021 Q2	$12.1M	Sell	153,826 -11,042	-7%	-$866K	0.23%	84
2021 Q1	$12.2M	Buy	164,868 +398	+0.2%	+$29.5K	0.25%	81
2020 Q4	$12.9M	Sell	164,470 -1,161	-0.7%	-$91.4K	0.28%	75
2020 Q3	$13.2M	Buy	165,631 +347	+0.2%	+$27.7K	0.31%	70
2020 Q2	$12.3M	Sell	165,284 -25	-0%	-$1.86K	0.32%	73
2020 Q1	$12.2M	Sell	165,309 -3,615	-2%	-$268K	0.37%	70
2019 Q4	$14.8M	Sell	168,924 -2,472	-1%	-$216K	0.36%	75
2019 Q3	$13.9M	Buy	171,396 +70,710	+70%	+$5.72M	0.36%	72
2019 Q2	$8.11M	Buy	100,686 +6,572	+7%	+$529K	0.3%	71
2019 Q1	$7.52M	Sell	94,114 -1,046	-1%	-$83.6K	0.29%	73
2018 Q4	$6.99M	Sell	95,160 -1,896	-2%	-$139K	0.3%	73
2018 Q3	$6.61M	Buy	97,056 +588	+0.6%	+$40.1K	0.25%	81
2018 Q2	$5.63M	Buy	96,468 +3,415	+4%	+$199K	0.23%	80
2018 Q1	$4.88M	Buy	+93,053	New	+$4.88M	0.2%	83