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All Season Financial Advisors’s Merck MRK Stock Holding History

All Season Financial 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
2023
Q1 		– Sell
-11,209
Closed -$1.24M – 129
2022
Q4 		$1.24M Sell
11,209
-6,424
-36% -$657K 1.1% 25
2022
Q3 		$1.52M Sell
17,633
-3,862
-18% -$345K 1.65% 13
2022
Q2 		$1.96M Buy
21,495
+3,890
+22% +$345K 1.68% 17
2022
Q1 		$1.44M Buy
17,605
+23
+0.1% +$1.81K 1.02% 25
2021
Q4 		$1.35M Buy
17,582
+13
+0.1% +$1.03K 0.94% 29
2021
Q3 		$1.32M Sell
17,569
-5,090
-22% -$387K 1.06% 26
2021
Q2 		$1.76M Buy
+22,659
New +$1.69M 1.26% 23

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

All Season Financial Advisors's MRK Position: Q1 2023 in Review

All Season Financial Advisors sold out of Merck (MRK) in Q1 2023, closing a stake of 11,209 shares — an estimated $1.24M sold.

All Season Financial Advisors first reported a position in MRK in Q2 2021 and held it in 7 quarters. The position peaked at $1.96M in Q2 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • All Season Financial Advisors reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 11,209 Merck shares in Q1 2023, an estimated $1.24M.
  • All Season Financial Advisors first reported a position in Merck in Q2 2021 and held it in 7 quarters.
  • All Season Financial Advisors's Merck position peaked at $1.96M in Q2 2022.
  • 3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on All Season Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.