Marietta Wealth Management’s Merck MRK Stock Holding History

Marietta 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 Q1	–	Sell	-58,976	Closed	-$5.87M	–	110
2024 Q4	$5.87M	Buy	58,976 +2,306	+4%	+$229K	0.84%	53
2024 Q3	$6.44M	Buy	56,670 +2,705	+5%	+$307K	0.94%	41
2024 Q2	$6.68M	Buy	53,965 +854	+2%	+$106K	1.04%	33
2024 Q1	$7.01M	Sell	53,111 -488	-0.9%	-$64.4K	1.16%	30
2023 Q4	$5.84M	Buy	53,599 +850	+2%	+$92.7K	1.04%	39
2023 Q3	$5.43M	Buy	52,749 +137	+0.3%	+$14.1K	1.08%	36
2023 Q2	$6.07M	Sell	52,612 -495	-0.9%	-$57.1K	1.14%	31
2023 Q1	$5.65M	Sell	53,107 -2,357	-4%	-$251K	1.2%	27
2022 Q4	$6.15M	Sell	55,464 -9	-0%	-$999	1.39%	23
2022 Q3	$4.78M	Buy	55,473 +2,028	+4%	+$175K	1.19%	36
2022 Q2	$4.87M	Buy	53,445 +9,067	+20%	+$827K	1.18%	37
2022 Q1	$3.64M	Buy	44,378 +4,085	+10%	+$335K	0.76%	60
2021 Q4	$3.09M	Sell	40,293 -1,230	-3%	-$94.3K	0.62%	65
2021 Q3	$3.12M	Buy	41,523 +4,413	+12%	+$331K	0.68%	64
2021 Q2	$2.89M	Buy	37,110 +1,366	+4%	+$106K	0.65%	63
2021 Q1	$2.63M	Buy	35,744 +4,835	+16%	+$356K	0.65%	63
2020 Q4	$2.41M	Buy	30,909 +1,875	+6%	+$146K	0.66%	64
2020 Q3	$2.3M	Buy	29,034 +19,692	+211%	+$1.56M	0.72%	62
2020 Q2	$689K	Sell	9,342 -1,260	-12%	-$92.9K	0.24%	75
2020 Q1	$778K	Buy	10,602 +566	+6%	+$41.5K	0.3%	73
2019 Q4	$871K	Buy	10,036 +936	+10%	+$81.2K	0.29%	73
2019 Q3	$731K	Buy	9,100 +228	+3%	+$18.3K	0.27%	76
2019 Q2	$710K	Sell	8,872 -143	-2%	-$11.4K	0.28%	76
2019 Q1	$715K	Sell	9,015 -414	-4%	-$32.8K	0.29%	75
2018 Q4	$687K	Sell	9,429 -504	-5%	-$36.7K	0.33%	77
2018 Q3	$672K	Buy	9,933 +191	+2%	+$12.9K	0.3%	83
2018 Q2	$564K	Buy	9,742 +360	+4%	+$20.8K	0.28%	86
2018 Q1	$488K	Sell	9,382 -418	-4%	-$21.7K	0.26%	90
2017 Q4	$526K	Buy	9,800 +100	+1%	+$5.37K	0.28%	85
2017 Q3	$593K	Sell	9,700 -357	-4%	-$21.8K	0.33%	77
2017 Q2	$615K	Sell	10,057 -286	-3%	-$17.5K	0.37%	78
2017 Q1	$627K	Buy	10,343 +760	+8%	+$46.1K	0.42%	77
2016 Q4	$538K	Buy	+9,583	New	+$538K	0.43%	79