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First Personal Financial Services’s Merck MRK Stock Holding History

First Personal Financial Services’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
Q3 		$401K Buy
3,533
+9
+0.3% +$1.07K 0.08% 94
2024
Q2 		$436K Sell
3,524
-69
-2% -$8.89K 0.1% 89
2024
Q1 		$474K Sell
3,593
-221
-6% -$27.2K 0.11% 86
2023
Q4 		$416K Hold
3,814
– – 0.1% 88
2023
Q3 		$393K Buy
3,814
+250
+7% +$26.9K 0.1% 83
2023
Q2 		$411K Hold
3,564
– – 0.1% 83
2023
Q1 		$379K Sell
3,564
-3,050
-46% -$329K 0.1% 85
2022
Q4 		$734K Sell
6,614
-25
-0.4% -$2.56K 0.2% 70
2022
Q3 		$572K Buy
6,639
+3,181
+92% +$284K 0.17% 74
2022
Q2 		$315K Sell
3,458
-100
-3% -$8.87K 0.09% 89
2022
Q1 		$292K Sell
3,558
-1,621
-31% -$128K 0.07% 104
2021
Q4 		$397K Buy
5,179
+93
+2% +$7.41K 0.09% 91
2021
Q3 		$382K Hold
5,086
– – 0.1% 92
2021
Q2 		$396K Sell
5,086
-202
-4% -$15K 0.1% 91
2021
Q1 		$389K Buy
5,288
+225
+4% +$16.6K 0.11% 87
2020
Q4 		$395K Hold
5,063
– – 0.11% 86
2020
Q3 		$401K Buy
5,063
+105
+2% +$8.22K 0.13% 80
2020
Q2 		$366K Hold
4,958
– – 0.13% 83
2020
Q1 		$364K Sell
4,958
-134
-3% -$10.5K 0.14% 85
2019
Q4 		$442K Sell
5,092
-931
-15% -$76.5K 0.14% 88
2019
Q3 		$484K Sell
6,023
-4,719
-44% -$378K 0.15% 91
2019
Q2 		$859K Sell
10,742
-2
-0% -$153 0.25% 82
2019
Q1 		$853K Buy
10,744
+1,121
+12% +$83.8K 0.26% 84
2018
Q4 		$702K Buy
9,623
+5,213
+118% +$368K 0.24% 85
2018
Q3 		$299K Buy
4,410
+139
+3% +$8.86K 0.09% 143
2018
Q2 		$247K Sell
4,271
-3,058
-42% -$173K 0.08% 154
2018
Q1 		$381K Sell
7,329
-2,765
-27% -$149K 0.08% 164
2017
Q4 		$542K Buy
10,094
+560
+6% +$31K 0.11% 151
2017
Q3 		$583K Buy
9,534
+87
+0.9% +$5.28K 0.12% 133
2017
Q2 		$578K Buy
9,447
+433
+5% +$26.4K 0.13% 130
2017
Q1 		$547K Buy
9,014
+1,331
+17% +$80.8K 0.13% 121
2016
Q4 		$432K Sell
7,683
-399
-5% -$23.4K 0.11% 133
2016
Q3 		$482K Buy
8,082
+1,069
+15% +$62.5K 0.14% 118
2016
Q2 		$386K Buy
7,013
+3,980
+131% +$212K 0.13% 116
2016
Q1 		$153K Buy
3,033
+405
+15% +$19.8K 0.08% 131
2015
Q4 		$132K Buy
2,628
+1,047
+66% +$52.8K 0.07% 129
2015
Q3 		$75K Sell
1,581
-45
-3% -$2.39K 0.05% 149
2015
Q2 		$89K Sell
1,626
-146
-8% -$8.19K 0.05% 141
2015
Q1 		$98K Buy
1,772
+314
+22% +$17.8K 0.06% 135
2014
Q4 		$79K Buy
+1,458
New +$81.2K 0.05% 139

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Personal Financial Services's MRK Position: Q3 2024 in Review

First Personal Financial Services increased its Merck (MRK) stake by 0.26% in Q3 2024, buying an estimated $1.07K and bringing the position to 3,533 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #94.

First Personal Financial Services first reported a position in MRK in Q4 2014 and has held it in 40 quarters since. The position peaked at $859K in Q2 2019. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • First Personal Financial Services held 3,533 shares of Merck worth $401K as of Q3 2024.
  • First Personal Financial Services bought 9 Merck shares in Q3 2024, an estimated $1.07K.
  • Merck made up 0.08% of First Personal Financial Services's portfolio in Q3 2024, its #94 holding.
  • First Personal Financial Services first reported a position in Merck in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Merck position peaked at $859K in Q2 2019.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.