B.O.S.S. Retirement Advisors’s Merck MRK Stock Holding History

B.O.S.S. Retirement 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	-60,321	Closed	-$6.85M	–	261
2024 Q3	$6.85M	Buy	60,321 +17,913	+42%	+$2.13M	1.38%	16
2024 Q2	$5.25M	Buy	42,408 +7,784	+22%	+$1M	1.34%	14
2024 Q1	$3.77M	Sell	34,624 -3,158	-8%	-$389K	1.44%	14
2023 Q4	$4.12M	Buy	37,782 +13,281	+54%	+$1.38M	0.8%	27
2023 Q3	$2.52M	Buy	24,501 +2,927	+14%	+$315K	0.54%	46
2023 Q2	$2.49M	Sell	21,574 -6,636	-24%	-$753K	0.53%	48
2023 Q1	$3M	Buy	28,210 +7,749	+38%	+$837K	0.71%	32
2022 Q4	$2.27M	Buy	+20,461	New	+$2.09M	0.58%	53

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

B.O.S.S. Retirement Advisors's MRK Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 60,321 shares — an estimated $6.85M sold.

B.O.S.S. Retirement Advisors first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $6.85M in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 60,321 Merck shares in Q4 2024, an estimated $6.85M.
B.O.S.S. Retirement Advisors first reported a position in Merck in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Merck position peaked at $6.85M in Q3 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.