Foresight Wealth Management’s Merck MRK Stock Holding History

Foresight Wealth Management’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
2022 Q4	–	Sell	-12,782	Closed	-$1.1M	–	71
2022 Q3	$1.1M	Buy	12,782 +724	+6%	+$64.6K	0.25%	32
2022 Q2	$1.1M	Buy	12,058 +722	+6%	+$64K	0.23%	36
2022 Q1	$930K	Buy	11,336 +2,929	+35%	+$231K	0.17%	49
2021 Q4	$644K	Buy	8,407 +533	+7%	+$42.5K	0.01%	65
2021 Q3	$591K	Sell	7,874 -9,371	-54%	-$713K	0.12%	64
2021 Q2	$1.34M	Buy	17,245 +840	+5%	+$62.5K	0.3%	35
2021 Q1	$1.21M	Buy	16,405 +5,581	+52%	+$412K	0.31%	35
2020 Q4	$845K	Buy	10,824 +1	+0%	+$76	0.22%	46
2020 Q3	$857K	Sell	10,823 -117	-1%	-$9.16K	0.29%	42
2020 Q2	$807K	Buy	10,940 +46	+0.4%	+$3.46K	0.37%	42
2020 Q1	$800K	Sell	10,894 -54	-0.5%	-$4.24K	0.55%	36
2019 Q4	$950K	Hold	10,948	–	–	0.59%	36
2019 Q3	$879K	Sell	10,948 -38	-0.3%	-$3.04K	0.63%	37
2019 Q2	$879K	Sell	10,986 -4,571	-29%	-$350K	0.66%	37
2019 Q1	$1.24M	Buy	15,557 +72	+0.5%	+$5.38K	1.07%	26
2018 Q4	$1.13M	Buy	+15,485	New	+$1.09M	1.2%	24

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

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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