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