McDaniel Terry & Co’s Merck MRK Stock Holding History

McDaniel Terry & Co’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	-3,742	Closed	-$372K	–	103
2024 Q4	$372K	Sell	3,742 -8	-0.2%	-$795	0.03%	77
2024 Q3	$426K	Sell	3,750 -81	-2%	-$9.2K	0.04%	69
2024 Q2	$474K	Sell	3,831 -212	-5%	-$26.2K	0.04%	64
2024 Q1	$533K	Buy	4,043 +178	+5%	+$23.5K	0.05%	67
2023 Q4	$421K	Sell	3,865 -759	-16%	-$82.7K	0.04%	67
2023 Q3	$476K	Sell	4,624 -313	-6%	-$32.2K	0.05%	64
2023 Q2	$570K	Sell	4,937 -169	-3%	-$19.5K	0.06%	57
2023 Q1	$543K	Sell	5,106 -159	-3%	-$16.9K	0.06%	57
2022 Q4	$584K	Buy	5,265 +405	+8%	+$44.9K	0.07%	50
2022 Q3	$419K	Buy	4,860 +240	+5%	+$20.7K	0.05%	59
2022 Q2	$421K	Sell	4,620 -200	-4%	-$18.2K	0.05%	64
2022 Q1	$395K	Sell	4,820 -1,396	-22%	-$114K	0.04%	68
2021 Q4	$476K	Buy	6,216 +1,383	+29%	+$106K	0.05%	70
2021 Q3	$363K	Hold	4,833	–	–	0.04%	65
2021 Q2	$376K	Sell	4,833 -103	-2%	-$8.01K	0.04%	67
2021 Q1	$363K	Hold	4,936	–	–	0.04%	65
2020 Q4	$385K	Buy	4,936 +49	+1%	+$3.82K	0.05%	63
2020 Q3	$387K	Hold	4,887	–	–	0.05%	59
2020 Q2	$361K	Hold	4,887	–	–	0.06%	59
2020 Q1	$359K	Sell	4,887 -42	-0.9%	-$3.09K	0.07%	50
2019 Q4	$428K	Sell	4,929 -670	-12%	-$58.2K	0.06%	52
2019 Q3	$450K	Buy	5,599 +3,072	+122%	+$247K	0.07%	50
2019 Q2	$202K	Buy	+2,527	New	+$202K	0.03%	62
2018 Q3	–	Sell	-3,998	Closed	-$232K	–	68
2018 Q2	$232K	Buy	3,998 +2	+0.1%	+$116	0.04%	60
2018 Q1	$208K	Hold	3,996	–	–	0.04%	57
2017 Q4	$215K	Buy	3,996 +424	+12%	+$22.8K	0.04%	57
2017 Q3	$218K	Hold	3,572	–	–	0.04%	57
2017 Q2	$218K	Sell	3,572 -1,729	-33%	-$106K	0.04%	57
2017 Q1	$321K	Sell	5,301 -524	-9%	-$31.7K	0.06%	47
2016 Q4	$327K	Buy	5,825 +524	+10%	+$29.4K	0.07%	50
2016 Q3	$316K	Sell	5,301 -2,653	-33%	-$158K	0.07%	47
2016 Q2	$437K	Buy	+7,954	New	+$437K	0.1%	43