Welch & Forbes’s Merck MRK Stock Holding History

Welch & Forbes’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	$26.3M	Sell	331,608 -5,950	-2%	-$471K	0.33%	69
2025 Q1	$30.3M	Sell	337,558 -22,924	-6%	-$2.06M	0.4%	64
2024 Q4	$35.9M	Sell	360,482 -7,083	-2%	-$705K	0.46%	60
2024 Q3	$41.7M	Sell	367,565 -4,446	-1%	-$505K	0.53%	53
2024 Q2	$46.8M	Sell	372,011 -1,621	-0.4%	-$204K	0.63%	45
2024 Q1	$49.3M	Sell	373,632 -7,214	-2%	-$952K	0.68%	47
2023 Q4	$41.5M	Sell	380,846 -12,375	-3%	-$1.35M	0.63%	47
2023 Q3	$40.5M	Sell	393,221 -4,653	-1%	-$479K	0.67%	45
2023 Q2	$45.9M	Sell	397,874 -2,804	-0.7%	-$324K	0.72%	42
2023 Q1	$42.6M	Sell	400,678 -4,064	-1%	-$432K	0.72%	41
2022 Q4	$44.9M	Sell	404,742 -377	-0.1%	-$41.8K	0.8%	37
2022 Q3	$34.9M	Buy	405,119 +2,848	+0.7%	+$245K	0.68%	43
2022 Q2	$36.7M	Sell	402,271 -613	-0.2%	-$55.9K	0.67%	45
2022 Q1	$33.1M	Buy	402,884 +1,440	+0.4%	+$118K	0.52%	53
2021 Q4	$30.8M	Sell	401,444 -5,386	-1%	-$413K	0.46%	58
2021 Q3	$30.6M	Sell	406,830 -10,091	-2%	-$758K	0.51%	53
2021 Q2	$32.4M	Sell	416,921 -31,228	-7%	-$2.43M	0.55%	51
2021 Q1	$33M	Sell	448,149 -3,600	-0.8%	-$265K	0.61%	48
2020 Q4	$35.3M	Sell	451,749 -7,881	-2%	-$615K	0.69%	43
2020 Q3	$36.4M	Sell	459,630 -3,464	-0.7%	-$274K	0.79%	39
2020 Q2	$34.2M	Sell	463,094 -12,888	-3%	-$951K	0.8%	37
2020 Q1	$34.9M	Buy	475,982 +1,906	+0.4%	+$140K	0.98%	30
2019 Q4	$41.1M	Buy	474,076 +1,560	+0.3%	+$135K	0.92%	31
2019 Q3	$38M	Sell	472,516 -2,821	-0.6%	-$227K	0.91%	33
2019 Q2	$38M	Sell	475,337 -6,487	-1%	-$519K	0.93%	34
2019 Q1	$38.2M	Sell	481,824 -20,200	-4%	-$1.6M	0.96%	34
2018 Q4	$36.6M	Sell	502,024 -12,528	-2%	-$913K	1.03%	32
2018 Q3	$34.8M	Sell	514,552 -7,050	-1%	-$477K	0.83%	40
2018 Q2	$30.2M	Sell	521,602 -11,363	-2%	-$658K	0.78%	43
2018 Q1	$27.7M	Buy	532,965 +1,784	+0.3%	+$92.7K	0.71%	48
2017 Q4	$28.5M	Sell	531,181 -30,477	-5%	-$1.64M	0.76%	44
2017 Q3	$34.3M	Sell	561,658 -7,121	-1%	-$435K	0.9%	40
2017 Q2	$34.8M	Sell	568,779 -8,032	-1%	-$491K	0.97%	31
2017 Q1	$35M	Buy	576,811 +3,140	+0.5%	+$190K	1%	29
2016 Q4	$32.2M	Sell	573,671 -1,856	-0.3%	-$104K	0.96%	32
2016 Q3	$34.3M	Sell	575,527 -3,095	-0.5%	-$184K	1.19%	27
2016 Q2	$31.8M	Sell	578,622 -2,777	-0.5%	-$153K	0.97%	31
2016 Q1	$29.4M	Sell	581,399 -189	-0%	-$9.54K	0.91%	30
2015 Q4	$29.3M	Buy	581,588 +7,954	+1%	+$401K	0.94%	33
2015 Q3	$27M	Buy	573,634 +7,743	+1%	+$365K	0.9%	36
2015 Q2	$30.7M	Sell	565,891 -8,107	-1%	-$440K	0.96%	38
2015 Q1	$31.5M	Sell	573,998 -4,313	-0.7%	-$237K	0.95%	36
2014 Q4	$31.3M	Sell	578,311 -66,140	-10%	-$3.58M	0.92%	37
2014 Q3	$36.5M	Sell	644,451 -601	-0.1%	-$34K	1.11%	29
2014 Q2	$35.6M	Sell	645,052 -1,449	-0.2%	-$80K	1.12%	31
2014 Q1	$35M	Sell	646,501 -1,856	-0.3%	-$101K	1.11%	31
2013 Q4	$31M	Sell	648,357 -11,186	-2%	-$534K	0.98%	35
2013 Q3	$30M	Sell	659,543 -849	-0.1%	-$38.6K	1.01%	35
2013 Q2	$29.3M	Buy	+660,392	New	+$29.3M	1.05%	35