Montag & Caldwell’s Merck MRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$83.3K	Hold	1,052	–	–	0.02%	96
2025 Q1	$94.4K	Hold	1,052	–	–	0.02%	93
2024 Q4	$105K	Buy	+1,052	New	+$105K	0.02%	98
2018 Q3	–	Sell	-6,078	Closed	-$352K	–	77
2018 Q2	$352K	Buy	+6,078	New	+$352K	0.01%	71