Advisory Resource Group’s Merck MRK Stock Holding History

Advisory Resource Group’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,528	Closed	-$202K	–	161
2024 Q1	$202K	Buy	+1,528	New	+$188K	0.05%	157
2023 Q4	–	Sell	-2,809	Closed	-$289K	–	156
2023 Q3	$289K	Sell	2,809 -23,600	-89%	-$2.54M	0.08%	131
2023 Q2	$3.05M	Sell	26,409 -279	-1%	-$31.7K	0.83%	31
2023 Q1	$2.84M	Buy	26,688 +1,364	+5%	+$147K	0.8%	35
2022 Q4	$2.81M	Sell	25,324 -2,722	-10%	-$278K	0.84%	25
2022 Q3	$2.42M	Buy	28,046 +139	+0.5%	+$12.4K	0.8%	28
2022 Q2	$2.54M	Sell	27,907 -4,407	-14%	-$391K	0.83%	23
2022 Q1	$2.65M	Buy	32,314 +1,568	+5%	+$124K	0.83%	29
2021 Q4	$2.5M	Sell	30,746 -55	-0.2%	-$4.38K	0.84%	36
2021 Q3	$2.31M	Buy	30,801 +272	+0.9%	+$20.7K	0.85%	27
2021 Q2	$2.37M	Buy	30,529 +5,192	+20%	+$386K	0.95%	23
2021 Q1	$1.86M	Buy	+25,337	New	+$1.87M	0.87%	31

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Resource Group's MRK Position: Q2 2024 in Review

Advisory Resource Group sold out of Merck (MRK) in Q2 2024, closing a stake of 1,528 shares — an estimated $202K sold.

Advisory Resource Group first reported a position in MRK in Q1 2021 and held it in 12 quarters. The position peaked at $3.05M in Q2 2023. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Advisory Resource Group reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Advisory Resource Group sold 1,528 Merck shares in Q2 2024, an estimated $202K.
Advisory Resource Group first reported a position in Merck in Q1 2021 and held it in 12 quarters.
Advisory Resource Group's Merck position peaked at $3.05M in Q2 2023.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Advisory Resource Group's 13F filing for Q2 2024, filed 24 Jul 2024.