Ironwood Investment Management’s Merck MRK Stock Holding History

Ironwood 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	$277K	Sell	3,494 -177	-5%	-$14K	0.13%	132
2025 Q1	$330K	Hold	3,671	–	–	0.18%	119
2024 Q4	$365K	Hold	3,671	–	–	0.18%	122
2024 Q3	$417K	Hold	3,671	–	–	0.2%	115
2024 Q2	$454K	Hold	3,671	–	–	0.24%	107
2024 Q1	$484K	Hold	3,671	–	–	0.24%	105
2023 Q4	$400K	Hold	3,671	–	–	0.21%	109
2023 Q3	$378K	Hold	3,671	–	–	0.23%	103
2023 Q2	$424K	Hold	3,671	–	–	0.24%	104
2023 Q1	$391K	Hold	3,671	–	–	0.24%	112
2022 Q4	$407K	Hold	3,671	–	–	0.27%	110
2022 Q3	$316K	Hold	3,671	–	–	0.22%	123
2022 Q2	$335K	Hold	3,671	–	–	0.22%	118
2022 Q1	$301K	Hold	3,671	–	–	0.16%	141
2021 Q4	$281K	Hold	3,671	–	–	0.14%	149
2021 Q3	$276K	Sell	3,671 -200	-5%	-$15K	0.14%	149
2021 Q2	$301K	Sell	3,871 -186	-5%	-$14.5K	0.15%	148
2021 Q1	$298K	Hold	4,057	–	–	0.16%	146
2020 Q4	$317K	Hold	4,057	–	–	0.19%	131
2020 Q3	$321K	Hold	4,057	–	–	0.23%	121
2020 Q2	$299K	Hold	4,057	–	–	0.23%	124
2020 Q1	$298K	Sell	4,057 -162	-4%	-$11.9K	0.3%	121
2019 Q4	$366K	Sell	4,219 -367	-8%	-$31.8K	0.25%	119
2019 Q3	$368K	Hold	4,586	–	–	0.28%	116
2019 Q2	$367K	Hold	4,586	–	–	0.29%	115
2019 Q1	$364K	Sell	4,586 -52	-1%	-$4.13K	0.3%	115
2018 Q4	$338K	Sell	4,638 -1,048	-18%	-$76.4K	0.31%	119
2018 Q3	$385K	Sell	5,686 -35	-0.6%	-$2.37K	0.27%	126
2018 Q2	$331K	Hold	5,721	–	–	0.23%	130
2018 Q1	$297K	Hold	5,721	–	–	0.22%	133
2017 Q4	$307K	Hold	5,721	–	–	0.22%	137
2017 Q3	$350K	Hold	5,721	–	–	0.25%	129
2017 Q2	$350K	Hold	5,721	–	–	0.25%	129
2017 Q1	$347K	Hold	5,721	–	–	0.26%	129
2016 Q4	$321K	Hold	5,721	–	–	0.23%	133
2016 Q3	$341K	Sell	5,721 -42	-0.7%	-$2.5K	0.26%	128
2016 Q2	$317K	Hold	5,763	–	–	0.24%	127
2016 Q1	$291K	Hold	5,763	–	–	0.19%	131
2015 Q4	$290K	Hold	5,763	–	–	0.12%	133
2015 Q3	$272K	Hold	5,763	–	–	0.1%	137
2015 Q2	$313K	Hold	5,763	–	–	0.07%	136
2015 Q1	$316K	Sell	5,763 -26	-0.4%	-$1.43K	0.06%	145
2014 Q4	$314K	Hold	5,789	–	–	0.06%	145
2014 Q3	$327K	Hold	5,789	–	–	0.06%	143
2014 Q2	$320K	Hold	5,789	–	–	0.05%	149
2014 Q1	$314K	Hold	5,789	–	–	0.05%	142
2013 Q4	$276K	Sell	5,789 -105	-2%	-$5.01K	0.04%	148
2013 Q3	$268K	Hold	5,894	–	–	0.04%	144
2013 Q2	$261K	Buy	+5,894	New	+$261K	0.05%	147