Interactive Financial Advisors’s Merck MRK Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-1,000	Closed	-$111K	–	124
2022 Q4	$111K	Hold	1,000	–	–	0.07%	106
2022 Q3	$86K	Hold	1,000	–	–	0.05%	110
2022 Q2	$91K	Hold	1,000	–	–	0.05%	96
2022 Q1	$82K	Hold	1,000	–	–	0.04%	113
2021 Q4	$77K	Hold	1,000	–	–	0.03%	114
2021 Q3	$75K	Hold	1,000	–	–	0.03%	109
2021 Q2	$78K	Sell	1,000 -48	-5%	-$3.57K	0.03%	112
2021 Q1	$77K	Hold	1,048	–	–	0.03%	110
2020 Q4	$82K	Hold	1,048	–	–	0.04%	95
2020 Q3	$83K	Hold	1,048	–	–	0.04%	91
2020 Q2	$77K	Hold	1,048	–	–	0.04%	89
2020 Q1	$77K	Hold	1,048	–	–	0.07%	61
2019 Q4	$91K	Hold	1,048	–	–	0.04%	96
2019 Q3	$84K	Hold	1,048	–	–	0.04%	87
2019 Q2	$84K	Hold	1,048	–	–	0.04%	95
2019 Q1	$83K	Buy	+1,048	New	+$78.4K	0.04%	81

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Bank of America

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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