Neumann Capital Management’s Merck MRK Stock Holding History

Neumann Capital Management’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 Q2	$466K	Hold	5,885	–	–	0.15%	80
2025 Q1	$528K	Hold	5,885	–	–	0.18%	77
2024 Q4	$585K	Buy	5,885 +1,000	+20%	+$99.5K	0.19%	76
2024 Q3	$555K	Sell	4,885 -1,800	-27%	-$204K	0.18%	73
2024 Q2	$828K	Hold	6,685	–	–	0.28%	64
2024 Q1	$882K	Buy	6,685 +1,800	+37%	+$238K	0.31%	63
2023 Q4	$533K	Buy	4,885 +120	+3%	+$13.1K	0.21%	69
2023 Q3	$491K	Hold	4,765	–	–	0.21%	68
2023 Q2	$550K	Hold	4,765	–	–	0.23%	66
2023 Q1	$507K	Hold	4,765	–	–	0.22%	65
2022 Q4	$529K	Hold	4,765	–	–	0.25%	65
2022 Q3	$410K	Buy	4,765 +33	+0.7%	+$2.84K	0.21%	72
2022 Q2	$431K	Buy	4,732 +50	+1%	+$4.55K	0.22%	67
2022 Q1	$384K	Buy	4,682 +125	+3%	+$10.3K	0.16%	71
2021 Q4	$349K	Buy	4,557 +100	+2%	+$7.66K	0.14%	74
2021 Q3	$335K	Buy	4,457 +650	+17%	+$48.9K	0.15%	74
2021 Q2	$296K	Sell	3,807 -183	-5%	-$14.2K	0.13%	74
2021 Q1	$293K	Hold	3,990	–	–	0.14%	71
2020 Q4	$311K	Hold	3,990	–	–	0.16%	66
2020 Q3	$316K	Hold	3,990	–	–	0.18%	63
2020 Q2	$294K	Hold	3,990	–	–	0.18%	64
2020 Q1	$293K	Hold	3,990	–	–	0.21%	63
2019 Q4	$346K	Hold	3,990	–	–	0.2%	64
2019 Q3	$320K	Sell	3,990 -1,530	-28%	-$123K	0.2%	66
2019 Q2	$442K	Hold	5,520	–	–	0.27%	62
2019 Q1	$438K	Hold	5,520	–	–	0.28%	62
2018 Q4	$403K	Sell	5,520 -419	-7%	-$30.6K	0.3%	61
2018 Q3	$402K	Hold	5,939	–	–	0.24%	63
2018 Q2	$344K	Hold	5,939	–	–	0.22%	63
2018 Q1	$309K	Buy	5,939 +351	+6%	+$18.3K	0.2%	64
2017 Q4	$300K	Buy	5,588 +105	+2%	+$5.64K	0.18%	67
2017 Q3	$335K	Buy	5,483 +891	+19%	+$54.4K	0.21%	66
2017 Q2	$281K	Hold	4,592	–	–	0.18%	65
2017 Q1	$278K	Hold	4,592	–	–	0.18%	66
2016 Q4	$258K	Hold	4,592	–	–	0.17%	67
2016 Q3	$274K	Hold	4,592	–	–	0.18%	67
2016 Q2	$252K	Hold	4,592	–	–	0.17%	70
2016 Q1	$232K	Hold	4,592	–	–	0.15%	73
2015 Q4	$232K	Buy	+4,592	New	+$232K	0.16%	71
2015 Q3	–	Sell	-4,147	Closed	-$225K	–	78
2015 Q2	$225K	Hold	4,147	–	–	0.14%	73
2015 Q1	$227K	Hold	4,147	–	–	0.14%	78
2014 Q4	$225K	Buy	+4,147	New	+$225K	0.15%	80