AWM
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Altavista Wealth Management’s Merck MRK Stock Holding History

Altavista Wealth Management’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
2021
Q4 		$1.01M Buy
13,192
+250
+2% +$19.9K 0.2% 84
2021
Q3 		$972K Sell
12,942
-496
-4% -$37.7K 0.22% 80
2021
Q2 		$1.04M Sell
13,438
-1,284
-9% -$95.5K 0.23% 79
2021
Q1 		$1.08M Sell
14,722
-784
-5% -$57.8K 0.26% 73
2020
Q4 		$1.21M Hold
15,506
– – 0.31% 61
2020
Q3 		$1.23M Hold
15,506
– – 0.34% 57
2020
Q2 		$1.14M Hold
15,506
– – 0.33% 59
2020
Q1 		$1.14M Buy
15,506
+899
+6% +$70.7K 0.39% 54
2019
Q4 		$1.27M Hold
14,607
– – 0.38% 58
2019
Q3 		$1.17M Hold
14,607
– – 0.36% 60
2019
Q2 		$1.17M Sell
14,607
-314
-2% -$24K 0.37% 59
2019
Q1 		$1.18M Hold
14,921
– – 0.42% 59
2018
Q4 		$1.09M Hold
14,921
– – 0.44% 62
2018
Q3 		$1.01M Hold
14,921
– – 0.38% 68
2018
Q2 		$864K Sell
14,921
-3,792
-20% -$214K 0.35% 72
2018
Q1 		$973K Sell
18,713
-326
-2% -$17.6K 0.41% 66
2017
Q4 		$1.02M Buy
19,039
+2,946
+18% +$163K 0.43% 63
2017
Q3 		$983K Buy
16,093
+891
+6% +$54K 0.47% 55
2017
Q2 		$930K Buy
15,202
+425
+3% +$25.9K 0.46% 55
2017
Q1 		$896K Hold
14,777
– – 0.45% 55
2016
Q4 		$830K Hold
14,777
– – 0.45% 54
2016
Q3 		$880K Sell
14,777
-732
-5% -$42.8K 0.48% 51
2016
Q2 		$853K Sell
15,509
-1,936
-11% -$103K 0.47% 50
2016
Q1 		$881K Buy
17,445
+1,162
+7% +$56.9K 0.5% 49
2015
Q4 		$821K Sell
16,283
-3,672
-18% -$185K 0.48% 49
2015
Q3 		$940K Buy
19,955
+15,840
+385% +$841K 0.62% 43
2015
Q2 		$224K Buy
+4,115
New +$231K 0.14% 101

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altavista Wealth Management's MRK Position: Q4 2021 in Review

Altavista Wealth Management increased its Merck (MRK) stake by 1.9% in Q4 2021, buying an estimated $19.9K and bringing the position to 13,192 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #84.

Altavista Wealth Management first reported a position in MRK in Q2 2015 and has held it in 27 quarters since. The position peaked at $1.27M in Q4 2019. 2,903 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

  • Altavista Wealth Management held 13,192 shares of Merck worth $1.01M as of Q4 2021.
  • Altavista Wealth Management bought 250 Merck shares in Q4 2021, an estimated $19.9K.
  • Merck made up 0.2% of Altavista Wealth Management's portfolio in Q4 2021, its #84 holding.
  • Altavista Wealth Management first reported a position in Merck in Q2 2015 and has held it in 27 quarters since.
  • Altavista Wealth Management's Merck position peaked at $1.27M in Q4 2019.
  • 2,903 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.