Atlas Private Wealth Management’s Merck MRK Stock Holding History

Atlas Private 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
2024 Q1	$928K	Buy	7,030 +61	+0.9%	+$7.52K	0.39%	76
2023 Q4	$760K	Hold	6,969	–	–	0.36%	78
2023 Q3	$717K	Sell	6,969 -612	-8%	-$66K	0.39%	77
2023 Q2	$875K	Buy	7,581 +720	+10%	+$81.8K	0.46%	70
2023 Q1	$730K	Buy	6,861 +228	+3%	+$24.6K	0.44%	73
2022 Q4	$736K	Sell	6,633 -160	-2%	-$16.4K	0.34%	69
2022 Q3	$585K	Hold	6,793	–	–	0.42%	72
2022 Q2	$619K	Buy	6,793 +230	+4%	+$20.4K	0.42%	75
2022 Q1	$538K	Buy	6,563 +657	+11%	+$51.8K	0.31%	92
2021 Q4	$453K	Buy	+5,906	New	+$470K	0.25%	95
2021 Q2	–	Sell	-1,233	Closed	-$91K	–	271
2021 Q1	$91K	Buy	1,233 +71	+6%	+$5.24K	0.06%	155
2020 Q4	$91K	Sell	1,162 -303	-21%	-$23.2K	0.06%	156
2020 Q3	$116K	Hold	1,465	–	–	0.09%	135
2020 Q2	$108K	Hold	1,465	–	–	0.09%	148
2020 Q1	$108K	Sell	1,465 -66	-4%	-$5.19K	0.1%	141
2019 Q4	$133K	Buy	+1,531	New	+$126K	0.1%	148

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Atlas Private Wealth Management's MRK Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Merck (MRK) stake by 0.88% in Q1 2024, buying an estimated $7.52K and bringing the position to 7,030 shares worth $928K. The position accounts for 0.39% of the portfolio, ranked #76.

Atlas Private Wealth Management first reported a position in MRK in Q4 2019 and has held it in 16 quarters since. 3,536 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

Atlas Private Wealth Management held 7,030 shares of Merck worth $928K as of Q1 2024.
Atlas Private Wealth Management bought 61 Merck shares in Q1 2024, an estimated $7.52K.
Merck made up 0.39% of Atlas Private Wealth Management's portfolio in Q1 2024, its #76 holding.
Atlas Private Wealth Management first reported a position in Merck in Q4 2019 and has held it in 16 quarters since.
3,536 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.