Alaska Wealth Advisors’s Merck MRK Stock Holding History

Alaska Wealth Advisors’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 Q4	–	Sell	-2,164	Closed	-$246K	–	86
2024 Q3	$246K	Hold	2,164	–	–	0.04%	60
2024 Q2	$268K	Hold	2,164	–	–	0.04%	59
2024 Q1	$286K	Sell	2,164 -100	-4%	-$12.3K	0.04%	55
2023 Q4	$247K	Sell	2,264 -128	-5%	-$13.3K	0.04%	57
2023 Q3	$246K	Hold	2,392	–	–	0.04%	51
2023 Q2	$276K	Buy	2,392 +88	+4%	+$9.99K	0.04%	52
2023 Q1	$245K	Buy	2,304 +250	+12%	+$27K	0.04%	52
2022 Q4	$228K	Buy	+2,054	New	+$210K	0.04%	56

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alaska Wealth Advisors's MRK Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 2,164 shares — an estimated $246K sold.

Alaska Wealth Advisors first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $286K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Alaska Wealth Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 2,164 Merck shares in Q4 2024, an estimated $246K.
Alaska Wealth Advisors first reported a position in Merck in Q4 2022 and held it in 8 quarters.
Alaska Wealth Advisors's Merck position peaked at $286K in Q1 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.