Financial Synergies Wealth Advisors’s Merck MRK Stock Holding History

Financial Synergies 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 Q2	–	Sell	-1,093	Closed	-$144K	–	300
2024 Q1	$144K	Buy	1,093 +495	+83%	+$61K	0.02%	85
2023 Q4	$66.3K	Sell	598 -392	-40%	-$40.7K	0.01%	88
2023 Q3	$102K	Sell	990 -131	-12%	-$14.1K	0.01%	85
2023 Q2	$129K	Buy	1,121 +2	+0.2%	+$227	0.02%	77
2023 Q1	$119K	Buy	1,119 +521	+87%	+$56.3K	0.02%	79
2022 Q4	$66.3K	Buy	598 +261	+77%	+$26.7K	0.01%	88
2022 Q3	$29K	Buy	337 +137	+69%	+$12.2K	0.01%	112
2022 Q2	$18.2K	Buy	+200	New	+$17.7K	﹤0.01%	138

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's MRK Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Merck (MRK) in Q2 2024, closing a stake of 1,093 shares — an estimated $144K sold.

Financial Synergies Wealth Advisors first reported a position in MRK in Q2 2022 and held it in 8 quarters. The position peaked at $144K in Q1 2024. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,093 Merck shares in Q2 2024, an estimated $144K.
Financial Synergies Wealth Advisors first reported a position in Merck in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Merck position peaked at $144K in Q1 2024.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.