Morton Capital Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $554K | Sell |
7,003
-423
| -6% | -$33.5K | 0.1% | 66 |
|
2025
Q1 | $667K | Buy |
7,426
+67
| +0.9% | +$6.01K | 0.13% | 56 |
|
2024
Q4 | $732K | Sell |
7,359
-8
| -0.1% | -$796 | 0.14% | 54 |
|
2024
Q3 | $837K | Buy |
7,367
+578
| +9% | +$65.6K | 0.16% | 48 |
|
2024
Q2 | $841K | Buy |
6,789
+30
| +0.4% | +$3.71K | 0.2% | 46 |
|
2024
Q1 | $892K | Buy |
6,759
+211
| +3% | +$27.8K | 0.24% | 41 |
|
2023
Q4 | $714K | Sell |
6,548
-1,081
| -14% | -$118K | 0.21% | 45 |
|
2023
Q3 | $785K | Buy |
7,629
+100
| +1% | +$10.3K | 0.28% | 36 |
|
2023
Q2 | $869K | Buy |
7,529
+1,000
| +15% | +$115K | 0.3% | 34 |
|
2023
Q1 | $695K | Buy |
6,529
+4
| +0.1% | +$426 | 0.25% | 42 |
|
2022
Q4 | $724K | Sell |
6,525
-503
| -7% | -$55.8K | 0.28% | 35 |
|
2022
Q3 | $605K | Sell |
7,028
-445
| -6% | -$38.3K | 0.28% | 35 |
|
2022
Q2 | $681K | Buy |
7,473
+45
| +0.6% | +$4.1K | 0.3% | 33 |
|
2022
Q1 | $609K | Buy |
7,428
+206
| +3% | +$16.9K | 0.25% | 39 |
|
2021
Q4 | $553K | Buy |
+7,222
| New | +$553K | 0.22% | 44 |
|