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BDO Wealth Advisors’s Merck MRK Stock Holding History

BDO Wealth 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
Q2 		$3.31M Buy
28,658
+4,663
+19% +$529K 0.38% 59
2023
Q1 		$2.55M Sell
23,995
-353
-1% -$38.1K 0.31% 70
2022
Q4 		$2.7M Buy
24,348
+413
+2% +$42.2K 0.34% 65
2022
Q3 		$2.06M Buy
23,935
+790
+3% +$70.5K 0.27% 77
2022
Q2 		$2.11M Sell
23,145
-548
-2% -$48.6K 0.26% 78
2022
Q1 		$1.94M Buy
23,693
+559
+2% +$44.1K 0.21% 90
2021
Q4 		$1.77M Sell
23,134
-996
-4% -$79.3K 0.19% 96
2021
Q3 		$1.81M Buy
24,130
+1,487
+7% +$113K 0.2% 87
2021
Q2 		$1.76M Buy
22,643
+1,149
+5% +$85.5K 0.2% 89
2021
Q1 		$1.58M Buy
21,494
+161
+0.8% +$11.9K 0.19% 97
2020
Q4 		$1.67M Sell
21,333
-324
-1% -$24.8K 0.23% 73
2020
Q3 		$1.71M Sell
21,657
-1,580
-7% -$124K 0.28% 66
2020
Q2 		$1.72M Sell
23,237
-327
-1% -$24.6K 0.3% 66
2020
Q1 		$1.73M Buy
23,564
+16,168
+219% +$1.27M 0.35% 57
2019
Q4 		$642K Buy
7,396
+210
+3% +$17.2K 0.17% 102
2019
Q3 		$577K Buy
7,186
+471
+7% +$37.7K 0.15% 108
2019
Q2 		$537K Sell
6,715
-1,731
-20% -$133K 0.15% 107
2019
Q1 		$670K Buy
8,446
+2,622
+45% +$196K 0.19% 93
2018
Q4 		$425K Buy
5,824
+188
+3% +$13.3K 0.15% 103
2018
Q3 		$382K Buy
5,636
+474
+9% +$30.2K 0.12% 106
2018
Q2 		$299K Buy
5,162
+188
+4% +$10.6K 0.1% 122
2018
Q1 		$258K Buy
4,974
+2,207
+80% +$119K 0.1% 111
2017
Q4 		$149K Sell
2,767
-21
-0.8% -$1.16K 0.07% 129
2017
Q3 		$170K Sell
2,788
-554
-17% -$33.6K 0.08% 112
2017
Q2 		$204K Buy
+3,342
New +$203K 0.09% 128

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BDO Wealth Advisors's MRK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Merck (MRK) stake by 19% in Q2 2023, buying an estimated $529K and bringing the position to 28,658 shares worth $3.31M. The position accounts for 0.38% of the portfolio, ranked #59.

BDO Wealth Advisors first reported a position in MRK in Q2 2017 and has held it in 25 quarters since. 3,255 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

  • BDO Wealth Advisors held 28,658 shares of Merck worth $3.31M as of Q2 2023.
  • BDO Wealth Advisors bought 4,663 Merck shares in Q2 2023, an estimated $529K.
  • Merck made up 0.38% of BDO Wealth Advisors's portfolio in Q2 2023, its #59 holding.
  • BDO Wealth Advisors first reported a position in Merck in Q2 2017 and has held it in 25 quarters since.
  • 3,255 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.