Forte Capital’s Merck MRK Stock Holding History

Forte Capital’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	$2.09M	Buy	26,408 +1,400	+6%	+$111K	0.22%	81
2025 Q1	$2.24M	Buy	25,008 +1,343	+6%	+$121K	0.27%	74
2024 Q4	$2.35M	Buy	23,665 +780	+3%	+$77.6K	0.26%	68
2024 Q3	$2.6M	Buy	22,885 +4,540	+25%	+$516K	0.29%	68
2024 Q2	$2.27M	Sell	18,345 -104	-0.6%	-$12.9K	0.27%	66
2024 Q1	$2.43M	Sell	18,449 -1,133	-6%	-$150K	0.3%	63
2023 Q4	$2.13M	Sell	19,582 -428	-2%	-$46.7K	0.29%	67
2023 Q3	$2.06M	Sell	20,010 -701	-3%	-$72.2K	0.32%	62
2023 Q2	$2.39M	Sell	20,711 -122	-0.6%	-$14.1K	0.34%	60
2023 Q1	$2.22M	Sell	20,833 -625	-3%	-$66.5K	0.34%	62
2022 Q4	$2.38M	Sell	21,458 -506	-2%	-$56.1K	0.41%	54
2022 Q3	$1.89M	Buy	21,964 +166	+0.8%	+$14.3K	0.34%	62
2022 Q2	$1.99M	Buy	21,798 +552	+3%	+$50.3K	0.35%	62
2022 Q1	$1.63M	Hold	21,246	–	–	0.21%	81
2021 Q4	$1.63M	Buy	21,246 +90	+0.4%	+$6.9K	0.21%	82
2021 Q3	$1.59M	Sell	21,156 -1,228	-5%	-$92.2K	0.22%	77
2021 Q2	$1.74M	Sell	22,384 -1,885	-8%	-$147K	0.24%	70
2021 Q1	$1.79M	Sell	24,269 -2,008	-8%	-$148K	0.28%	59
2020 Q4	$2.05M	Buy	26,277 +513	+2%	+$40K	0.32%	51
2020 Q3	$2.04M	Sell	25,764 -1,127	-4%	-$89.2K	0.38%	49
2020 Q2	$1.98M	Buy	26,891 +951	+4%	+$70.2K	0.42%	47
2020 Q1	$1.9M	Sell	25,940 -254	-1%	-$18.6K	0.66%	42
2019 Q4	$2.27M	Sell	26,194 -3,332	-11%	-$289K	0.64%	41
2019 Q3	$2.37M	Sell	29,526 -720	-2%	-$57.8K	0.73%	38
2019 Q2	$2.42M	Buy	30,246 +1,726	+6%	+$138K	0.77%	35
2019 Q1	$2.26M	Buy	28,520 +488	+2%	+$38.7K	0.82%	39
2018 Q4	$2.04M	Sell	28,032 -2,363	-8%	-$172K	0.85%	37
2018 Q3	$2.06M	Sell	30,395 -1,988	-6%	-$135K	0.74%	45
2018 Q2	$1.88M	Sell	32,383 -521	-2%	-$30.2K	0.73%	44
2018 Q1	$1.71M	Buy	32,904 +7,960	+32%	+$414K	0.72%	46
2017 Q4	$1.34M	Buy	24,944 +3,906	+19%	+$210K	0.4%	63
2017 Q3	$1.29M	Sell	21,038 -209	-1%	-$12.8K	0.41%	61
2017 Q2	$1.3M	Sell	21,247 -1,205	-5%	-$73.7K	0.43%	58
2017 Q1	$1.36M	Buy	22,452 +1,184	+6%	+$71.8K	0.47%	55
2016 Q4	$1.19M	Buy	21,268 +293	+1%	+$16.4K	0.45%	60
2016 Q3	$1.25M	Sell	20,975 -650	-3%	-$38.7K	0.48%	54
2016 Q2	$1.19M	Sell	21,625 -1,834	-8%	-$101K	0.46%	53
2016 Q1	$1.18M	Sell	23,459 -667	-3%	-$33.7K	0.52%	53
2015 Q4	$1.22M	Sell	24,126 -1,467	-6%	-$73.9K	0.5%	52
2015 Q3	$1.21M	Buy	25,593 +388	+2%	+$18.3K	0.55%	48
2015 Q2	$1.37M	Buy	25,205 +487	+2%	+$26.5K	0.58%	44
2015 Q1	$1.38M	Buy	24,718 +618	+3%	+$34.4K	0.59%	44
2014 Q4	$1.31M	Buy	24,100 +3,563	+17%	+$193K	0.57%	47
2014 Q3	$1.16M	Buy	+20,537	New	+$1.16M	0.54%	49