Marietta Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-58,976
| Closed | -$5.87M | – | 110 |
|
|
2024
Q4 | $5.87M | Buy |
58,976
+2,306
| +4% | +$238K | 0.84% | 53 |
|
|
2024
Q3 | $6.44M | Buy |
56,670
+2,705
| +5% | +$321K | 0.94% | 41 |
|
|
2024
Q2 | $6.68M | Buy |
53,965
+854
| +2% | +$110K | 1.04% | 33 |
|
|
2024
Q1 | $7.01M | Sell |
53,111
-488
| -0.9% | -$60.1K | 1.16% | 30 |
|
|
2023
Q4 | $5.84M | Buy |
53,599
+850
| +2% | +$88.2K | 1.04% | 39 |
|
|
2023
Q3 | $5.43M | Buy |
52,749
+137
| +0.3% | +$14.8K | 1.08% | 36 |
|
|
2023
Q2 | $6.07M | Sell |
52,612
-495
| -0.9% | -$56.2K | 1.14% | 31 |
|
|
2023
Q1 | $5.65M | Sell |
53,107
-2,357
| -4% | -$254K | 1.2% | 27 |
|
|
2022
Q4 | $6.15M | Sell |
55,464
-9
| -0% | -$920 | 1.39% | 23 |
|
|
2022
Q3 | $4.78M | Buy |
55,473
+2,028
| +4% | +$181K | 1.19% | 36 |
|
|
2022
Q2 | $4.87M | Buy |
53,445
+9,067
| +20% | +$804K | 1.18% | 37 |
|
|
2022
Q1 | $3.64M | Buy |
44,378
+4,085
| +10% | +$322K | 0.76% | 60 |
|
|
2021
Q4 | $3.09M | Sell |
40,293
-1,230
| -3% | -$98K | 0.62% | 65 |
|
|
2021
Q3 | $3.12M | Buy |
41,523
+4,413
| +12% | +$336K | 0.68% | 64 |
|
|
2021
Q2 | $2.89M | Buy |
37,110
+1,366
| +4% | +$102K | 0.65% | 63 |
|
|
2021
Q1 | $2.63M | Buy |
35,744
+4,835
| +16% | +$357K | 0.65% | 63 |
|
|
2020
Q4 | $2.41M | Buy |
30,909
+1,875
| +6% | +$143K | 0.66% | 64 |
|
|
2020
Q3 | $2.3M | Buy |
29,034
+19,692
| +211% | +$1.54M | 0.72% | 62 |
|
|
2020
Q2 | $689K | Sell |
9,342
-1,260
| -12% | -$94.9K | 0.24% | 75 |
|
|
2020
Q1 | $778K | Buy |
10,602
+566
| +6% | +$44.5K | 0.3% | 73 |
|
|
2019
Q4 | $871K | Buy |
10,036
+936
| +10% | +$76.9K | 0.29% | 73 |
|
|
2019
Q3 | $731K | Buy |
9,100
+228
| +3% | +$18.3K | 0.27% | 76 |
|
|
2019
Q2 | $710K | Sell |
8,872
-143
| -2% | -$10.9K | 0.28% | 76 |
|
|
2019
Q1 | $715K | Sell |
9,015
-414
| -4% | -$31K | 0.29% | 75 |
|
|
2018
Q4 | $687K | Sell |
9,429
-504
| -5% | -$35.6K | 0.33% | 77 |
|
|
2018
Q3 | $672K | Buy |
9,933
+191
| +2% | +$12.2K | 0.3% | 83 |
|
|
2018
Q2 | $564K | Buy |
9,742
+360
| +4% | +$20.3K | 0.28% | 86 |
|
|
2018
Q1 | $488K | Sell |
9,382
-418
| -4% | -$22.6K | 0.26% | 90 |
|
|
2017
Q4 | $526K | Buy |
9,800
+100
| +1% | +$5.54K | 0.28% | 85 |
|
|
2017
Q3 | $593K | Sell |
9,700
-357
| -4% | -$21.6K | 0.33% | 77 |
|
|
2017
Q2 | $615K | Sell |
10,057
-286
| -3% | -$17.4K | 0.37% | 78 |
|
|
2017
Q1 | $627K | Buy |
10,343
+760
| +8% | +$46.1K | 0.42% | 77 |
|
|
2016
Q4 | $538K | Buy |
+9,583
| New | +$561K | 0.43% | 79 |
|
Other funds holding MRK
Marietta Wealth Management's MRK Position: Q1 2025 in Review
Marietta Wealth Management sold out of Merck (MRK) in Q1 2025, closing a stake of 58,976 shares — an estimated $5.87M sold.
Marietta Wealth Management first reported a position in MRK in Q4 2016 and held it in 33 quarters. The position peaked at $7.01M in Q1 2024. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.
- Marietta Wealth Management reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
- Marietta Wealth Management sold 58,976 Merck shares in Q1 2025, an estimated $5.87M.
- Marietta Wealth Management first reported a position in Merck in Q4 2016 and held it in 33 quarters.
- Marietta Wealth Management's Merck position peaked at $7.01M in Q1 2024.
- 3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.
Based on Marietta Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.