Marshall & Sullivan’s Merck MRK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$194K	Hold	2,450	–	–	0.09%	45
2025 Q1	$220K	Hold	2,450	–	–	0.11%	42
2024 Q4	$244K	Hold	2,450	–	–	0.12%	40
2024 Q3	$278K	Hold	2,450	–	–	0.13%	37
2024 Q2	$303K	Hold	2,450	–	–	0.15%	36
2024 Q1	$323K	Hold	2,450	–	–	0.16%	36
2023 Q4	$267K	Hold	2,450	–	–	0.14%	38
2023 Q3	$252K	Hold	2,450	–	–	0.15%	37
2023 Q2	$283K	Hold	2,450	–	–	0.16%	38
2023 Q1	$261K	Hold	2,450	–	–	0.16%	38
2022 Q4	$272K	Hold	2,450	–	–	0.17%	36
2022 Q3	$210K	Hold	2,450	–	–	0.15%	35
2022 Q2	$223K	Hold	2,450	–	–	0.14%	37
2022 Q1	$201K	Buy	+2,450	New	+$201K	0.11%	37
2021 Q1	–	Sell	-200	Closed	-$2.45K	–	50
2020 Q4	$2.45K	Sell	200 -2,250	-92%	-$27.6K	0.24%	35
2020 Q3	$203K	Hold	2,450	–	–	0.14%	38
2020 Q2	$189K	Buy	+2,450	New	+$189K	0.14%	37
2020 Q1	–	Sell	-2,450	Closed	-$222K	–	37
2019 Q4	$222K	Hold	2,450	–	–	0.15%	37
2019 Q3	$206K	Hold	2,450	–	–	0.15%	39
2019 Q2	$205K	Hold	2,450	–	–	0.14%	40
2019 Q1	$204K	Buy	+2,450	New	+$204K	0.15%	42
2016 Q2	–	Sell	-200	Closed	-$11K	–	59
2016 Q1	$11K	Hold	200	–	–	0.01%	52
2015 Q4	$11K	Hold	200	–	–	0.01%	52
2015 Q3	$11K	Buy	+200	New	+$11K	0.01%	53
2014 Q3	–	Sell	-500	Closed	-$28K	–	57
2014 Q2	$28K	Buy	+500	New	+$28K	0.05%	47