Clear Perspectives Financial Planning’s Merck MRK Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$86.5K	Hold	813	–	–	0.05%	55
2022 Q4	$90.2K	Sell	813 -51	-6%	-$5.21K	0.05%	61
2022 Q3	$74K	Buy	864 +51	+6%	+$4.55K	0.04%	71
2022 Q2	$74K	Hold	813	–	–	0.03%	74
2022 Q1	$67K	Buy	813 +3	+0.4%	+$237	0.03%	82
2021 Q4	$62K	Hold	810	–	–	0.03%	91
2021 Q3	$61K	Buy	810 +65	+9%	+$4.94K	0.03%	90
2021 Q2	$58K	Sell	745 -36	-5%	-$2.68K	0.03%	94
2021 Q1	$57K	Hold	781	–	–	0.03%	84
2020 Q4	$61K	Buy	+781	New	+$59.7K	0.04%	81

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspectives Financial Planning's MRK Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Merck (MRK) position steady in Q1 2023 at 813 shares worth $86.5K. The position accounts for 0.05% of the portfolio, ranked #55.

Clear Perspectives Financial Planning first reported a position in MRK in Q4 2020 and has held it in 10 quarters since. The position peaked at $90.2K in Q4 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Clear Perspectives Financial Planning held 813 shares of Merck worth $86.5K as of Q1 2023.
Clear Perspectives Financial Planning left its Merck share count unchanged in Q1 2023.
Merck made up 0.05% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #55 holding.
Clear Perspectives Financial Planning first reported a position in Merck in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Merck position peaked at $90.2K in Q4 2022.
3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.