HWG Holdings’s Merck MRK Stock Holding History

HWG Holdings’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	–	Sell	-50	Closed	-$6.19K	–	93
2024 Q2	$6.19K	Buy	+50	New	+$6.44K	﹤0.01%	94
2019 Q2	–	Sell	-100	Closed	-$8K	–	131
2019 Q1	$8K	Hold	100	–	–	0.01%	64
2018 Q4	$7K	Buy	100 +35	+54%	+$2.47K	0.01%	43
2018 Q3	$4K	Buy	+65	New	+$4.14K	﹤0.01%	80

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HWG Holdings's MRK Position: Q3 2024 in Review

HWG Holdings sold out of Merck (MRK) in Q3 2024, closing a stake of 50 shares — an estimated $6.19K sold.

HWG Holdings first reported a position in MRK in Q3 2018 and held it in 4 quarters. The position peaked at $8K in Q1 2019. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

HWG Holdings reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
HWG Holdings sold 50 Merck shares in Q3 2024, an estimated $6.19K.
HWG Holdings first reported a position in Merck in Q3 2018 and held it in 4 quarters.
HWG Holdings's Merck position peaked at $8K in Q1 2019.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on HWG Holdings's 13F filing for Q3 2024, filed 23 Oct 2024.