Axim Planning & Wealth’s Merck MRK Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-2,193	Closed	-$226K	–	32
2023 Q3	$226K	Buy	+2,193	New	+$236K	0.2%	23

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Axim Planning & Wealth's MRK Position: Q4 2023 in Review

Axim Planning & Wealth sold out of Merck (MRK) in Q4 2023, closing a stake of 2,193 shares — an estimated $226K sold.

Axim Planning & Wealth first reported a position in MRK in Q3 2023 and held it in 1 quarter. The position peaked at $226K in Q3 2023. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

Axim Planning & Wealth reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
Axim Planning & Wealth sold 2,193 Merck shares in Q4 2023, an estimated $226K.
Axim Planning & Wealth first reported a position in Merck in Q3 2023 and held it in 1 quarter.
Axim Planning & Wealth's Merck position peaked at $226K in Q3 2023.
3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Axim Planning & Wealth's 13F filing for Q4 2023, filed 25 Jan 2024.