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GGM Wealth Advisors’s Merck MRK Stock Holding History

GGM 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
Q4 		– Sell
-7,283
Closed -$833K – 151
2024
Q3 		$833K Buy
7,283
+36
+0.5% +$4.28K 0.36% 55
2024
Q2 		$897K Hold
7,247
– – 0.41% 51
2024
Q1 		$918K Buy
7,247
+61
+0.8% +$7.52K 0.43% 52
2023
Q4 		$868K Buy
7,186
+4
+0.1% +$415 0.36% 54
2023
Q3 		$744K Sell
7,182
-105
-1% -$11.3K 0.32% 57
2023
Q2 		$792K Buy
+7,287
New +$827K 0.32% 59
2023
Q1 		– Sell
-7,177
Closed -$824K – 106
2022
Q4 		$824K Sell
7,177
-600
-8% -$61.3K 0.43% 46
2022
Q3 		$759K Buy
7,777
+2
+0% +$179 0.41% 51
2022
Q2 		$727K Buy
7,775
+2
+0% +$177 0.41% 53
2022
Q1 		$666K Buy
+7,773
New +$613K 0.33% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GGM Wealth Advisors's MRK Position: Q4 2024 in Review

GGM Wealth Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 7,283 shares — an estimated $833K sold.

GGM Wealth Advisors first reported a position in MRK in Q1 2022 and held it in 10 quarters. The position peaked at $918K in Q1 2024. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • GGM Wealth Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 7,283 Merck shares in Q4 2024, an estimated $833K.
  • GGM Wealth Advisors first reported a position in Merck in Q1 2022 and held it in 10 quarters.
  • GGM Wealth Advisors's Merck position peaked at $918K in Q1 2024.
  • 3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.