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Halpern Financial’s Merck MRK Stock Holding History

Halpern Financial’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 		$22.4K Hold
200
– – 0.01% 121
2024
Q2 		$24.8K Sell
200
-312
-61% -$40.2K 0.01% 116
2024
Q1 		$66.5K Sell
512
-76
-13% -$9.37K 0.02% 84
2023
Q4 		$67.5K Buy
+588
New +$61K 0.02% 82
2022
Q3 		– Sell
-94
Closed -$8.57K – 274
2022
Q2 		$8.57K Buy
+94
New +$8.33K ﹤0.01% 172
2022
Q1 		– Sell
-150
Closed -$11.5K – 255
2021
Q4 		$11.5K Buy
150
+50
+50% +$3.98K ﹤0.01% 178
2021
Q3 		$7.51K Hold
100
– – ﹤0.01% 197
2021
Q2 		$7.78K Sell
100
-5
-5% -$372 ﹤0.01% 156
2021
Q1 		$7.71K Buy
+105
New +$7.75K ﹤0.01% 158

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

Halpern Financial's MRK Position: Q3 2024 in Review

Halpern Financial held its Merck (MRK) position steady in Q3 2024 at 200 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #121.

Halpern Financial first reported a position in MRK in Q1 2021 and has held it in 9 quarters since. The position peaked at $67.5K in Q4 2023. 3,490 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Halpern Financial held 200 shares of Merck worth $22.4K as of Q3 2024.
  • Halpern Financial left its Merck share count unchanged in Q3 2024.
  • Merck made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #121 holding.
  • Halpern Financial first reported a position in Merck in Q1 2021 and has held it in 9 quarters since.
  • Halpern Financial's Merck position peaked at $67.5K in Q4 2023.
  • 3,490 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.