Barton Investment Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Hold |
8,158
| – | – | 0.07% | 35 |
|
|
2025
Q1 | $732K | Hold |
8,158
| – | – | 0.09% | 33 |
|
|
2024
Q4 | $812K | Hold |
8,158
| – | – | 0.09% | 33 |
|
|
2024
Q3 | $926K | Hold |
8,158
| – | – | 0.12% | 31 |
|
|
2024
Q2 | $1.01M | Hold |
8,158
| – | – | 0.13% | 30 |
|
|
2024
Q1 | $1.08M | Hold |
8,158
| – | – | 0.13% | 29 |
|
|
2023
Q4 | $889K | Hold |
8,158
| – | – | 0.12% | 32 |
|
|
2023
Q3 | $840K | Hold |
8,158
| – | – | 0.14% | 29 |
|
|
2023
Q2 | $941K | Hold |
8,158
| – | – | 0.14% | 29 |
|
|
2023
Q1 | $868K | Hold |
8,158
| – | – | 0.15% | 29 |
|
|
2022
Q4 | $905K | Hold |
8,158
| – | – | 0.18% | 30 |
|
|
2022
Q3 | $703K | Hold |
8,158
| – | – | 0.14% | 30 |
|
|
2022
Q2 | $744K | Hold |
8,158
| – | – | 0.15% | 31 |
|
|
2022
Q1 | $669K | Hold |
8,158
| – | – | 0.08% | 32 |
|
|
2021
Q4 | $625K | Sell |
8,158
-176
| -2% | -$13.5K | 0.05% | 31 |
|
|
2021
Q3 | $626K | Hold |
8,334
| – | – | 0.05% | 31 |
|
|
2021
Q2 | $648K | Sell |
8,334
-400
| -5% | -$31.1K | 0.05% | 30 |
|
|
2021
Q1 | $642K | Hold |
8,734
| – | – | 0.06% | 31 |
|
|
2020
Q4 | $682K | Hold |
8,734
| – | – | 0.06% | 29 |
|
|
2020
Q3 | $691K | Sell |
8,734
-2,345
| -21% | -$186K | 0.07% | 28 |
|
|
2020
Q2 | $818K | Hold |
11,079
| – | – | 0.08% | 26 |
|
|
2020
Q1 | $813K | Hold |
11,079
| – | – | 0.13% | 25 |
|
|
2019
Q4 | $962K | Hold |
11,079
| – | – | 0.15% | 24 |
|
|
2019
Q3 | $890K | Hold |
11,079
| – | – | 0.15% | 23 |
|
|
2019
Q2 | $886K | Sell |
11,079
-93
| -0.8% | -$7.44K | 0.13% | 24 |
|
|
2019
Q1 | $887K | Hold |
11,172
| – | – | 0.15% | 23 |
|
|
2018
Q4 | $815K | Hold |
11,172
| – | – | 0.16% | 25 |
|
|
2018
Q3 | $756K | Hold |
11,172
| – | – | 0.12% | 27 |
|
|
2018
Q2 | $647K | Hold |
11,172
| – | – | 0.1% | 27 |
|
|
2018
Q1 | $581K | Sell |
11,172
-92
| -0.8% | -$4.78K | 0.11% | 28 |
|
|
2017
Q4 | $605K | Hold |
11,264
| – | – | 0.13% | 29 |
|
|
2017
Q3 | $688K | Sell |
11,264
-184
| -2% | -$11.2K | 0.16% | 26 |
|
|
2017
Q2 | $700K | Hold |
11,448
| – | – | 0.18% | 25 |
|
|
2017
Q1 | $694K | Sell |
11,448
-1,572
| -12% | -$95.3K | 0.2% | 25 |
|
|
2016
Q4 | $731K | Hold |
13,020
| – | – | 0.24% | 22 |
|
|
2016
Q3 | $775K | Hold |
13,020
| – | – | 0.26% | 21 |
|
|
2016
Q2 | $715K | Sell |
13,020
-20,207
| -61% | -$1.11M | 0.26% | 23 |
|
|
2016
Q1 | $1.68M | Buy |
33,227
+20,207
| +155% | +$1.02M | 0.46% | 23 |
|
|
2015
Q4 | $656K | Hold |
13,020
| – | – | 0.22% | 25 |
|
|
2015
Q3 | $613K | Hold |
13,020
| – | – | 0.22% | 27 |
|
|
2015
Q2 | $707K | Hold |
13,020
| – | – | 0.25% | 28 |
|
|
2015
Q1 | $714K | Sell |
13,020
-158
| -1% | -$8.67K | 0.26% | 29 |
|
|
2014
Q4 | $714K | Hold |
13,178
| – | – | 0.27% | 28 |
|
|
2014
Q3 | $745K | Buy |
13,178
+554
| +4% | +$31.3K | 0.29% | 28 |
|
|
2014
Q2 | $697K | Hold |
12,624
| – | – | 0.27% | 29 |
|
|
2014
Q1 | $684K | Sell |
12,624
-1,048
| -8% | -$56.8K | 0.28% | 27 |
|
|
2013
Q4 | $653K | Hold |
13,672
| – | – | 0.26% | 28 |
|
|
2013
Q3 | $621K | Hold |
13,672
| – | – | 0.28% | 27 |
|
|
2013
Q2 | $606K | Buy |
+13,672
| New | +$606K | 0.31% | 29 |
|