Bromfield Sneider Wealth Advisors’s Merck MRK Stock Holding History

Bromfield Sneider 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
2024 Q1	$36.9K	Hold	280	–	–	0.02%	85
2023 Q4	$30.5K	Hold	280	–	–	0.02%	87
2023 Q3	$28.8K	Hold	280	–	–	0.02%	85
2023 Q2	$32.3K	Hold	280	–	–	0.03%	81
2023 Q1	$29.8K	Hold	280	–	–	0.03%	82
2022 Q4	$31.1K	Hold	280	–	–	0.03%	76
2022 Q3	$24K	Hold	280	–	–	0.03%	77
2022 Q2	$26K	Sell	280 -679	-71%	-$60.2K	0.03%	77
2022 Q1	$79K	Buy	+959	New	+$75.6K	0.08%	53

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's MRK Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Merck (MRK) position steady in Q1 2024 at 280 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #85.

Bromfield Sneider Wealth Advisors first reported a position in MRK in Q1 2022 and has held it in 9 quarters since. The position peaked at $79K in Q1 2022. 3,544 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

Bromfield Sneider Wealth Advisors held 280 shares of Merck worth $36.9K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Merck share count unchanged in Q1 2024.
Merck made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #85 holding.
Bromfield Sneider Wealth Advisors first reported a position in Merck in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Merck position peaked at $79K in Q1 2022.
3,544 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.