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Goodman Advisory Group’s Merck MRK Stock Holding History

Goodman Advisory Group’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
Q4 		– Sell
-127
Closed -$13.1K – 168
2023
Q3 		$13.1K Sell
127
-44
-26% -$4.74K ﹤0.01% 122
2023
Q2 		$19.7K Sell
171
-4,141
-96% -$470K 0.01% 105
2023
Q1 		$459K Sell
4,312
-25,162
-85% -$2.72M 0.25% 35
2022
Q4 		$3.27M Sell
29,474
-679
-2% -$69.4K 1.9% 15
2022
Q3 		$2.6M Sell
30,153
-8,938
-23% -$798K 1.42% 16
2022
Q2 		$3.56M Buy
+39,091
New +$3.47M 1.59% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goodman Advisory Group's MRK Position: Q4 2023 in Review

Goodman Advisory Group sold out of Merck (MRK) in Q4 2023, closing a stake of 127 shares — an estimated $13.1K sold.

Goodman Advisory Group first reported a position in MRK in Q2 2022 and held it in 6 quarters. The position peaked at $3.56M in Q2 2022. 3,434 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

  • Goodman Advisory Group reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 127 Merck shares in Q4 2023, an estimated $13.1K.
  • Goodman Advisory Group first reported a position in Merck in Q2 2022 and held it in 6 quarters.
  • Goodman Advisory Group's Merck position peaked at $3.56M in Q2 2022.
  • 3,434 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Goodman Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.