Intercontinental Wealth Advisors’s Merck MRK Stock Holding History

Intercontinental 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
2023 Q2	$801K	Buy	6,941 +18	+0.3%	+$2.04K	0.19%	119
2023 Q1	$737K	Sell	6,923 -425	-6%	-$45.9K	0.19%	127
2022 Q4	$815K	Hold	7,348	–	–	0.24%	99
2022 Q3	$633K	Buy	7,348 +99	+1%	+$8.84K	0.2%	115
2022 Q2	$661K	Buy	7,249 +408	+6%	+$36.2K	0.18%	117
2022 Q1	$561K	Buy	6,841 +166	+2%	+$13.1K	0.13%	168
2021 Q4	$512K	Buy	6,675 +524	+9%	+$41.7K	0.11%	180
2021 Q3	$462K	Sell	6,151 -490	-7%	-$37.3K	0.11%	176
2021 Q2	$516K	Buy	6,641 +719	+12%	+$53.5K	0.1%	177
2021 Q1	$436K	Buy	5,922 +221	+4%	+$16.3K	0.09%	174
2020 Q4	$445K	Buy	5,701 +1,292	+29%	+$98.8K	0.11%	154
2020 Q3	$349K	Sell	4,409 -1,051	-19%	-$82.3K	0.1%	146
2020 Q2	$403K	Buy	5,460 +2,047	+60%	+$154K	0.13%	116
2020 Q1	$251K	Buy	3,413 +1,216	+55%	+$95.6K	0.13%	129
2019 Q4	$180K	Sell	2,197 -1,042	-32%	-$85.6K	0.15%	121
2019 Q3	$260K	Buy	3,239 +640	+25%	+$51.3K	0.16%	114
2019 Q2	$208K	Hold	2,599	–	–	0.11%	120
2019 Q1	$206K	Buy	2,599 +147	+6%	+$11K	0.1%	126
2018 Q4	$179K	Buy	+2,452	New	+$173K	0.1%	129
2018 Q2	–	Sell	-4,553	Closed	-$237K	–	138
2018 Q1	$237K	Sell	4,553 -298	-6%	-$16.1K	0.14%	113
2017 Q4	$260K	Sell	4,851 -190	-4%	-$10.5K	0.15%	113
2017 Q3	$308K	Sell	5,041 -171	-3%	-$10.4K	0.19%	83
2017 Q2	$319K	Sell	5,212 -185	-3%	-$11.3K	0.21%	82
2017 Q1	$327K	Sell	5,397 -165	-3%	-$10K	0.2%	93
2016 Q4	$312K	Buy	5,562 +1,889	+51%	+$111K	0.2%	99
2016 Q3	$219K	Buy	+3,673	New	+$215K	0.16%	111
2016 Q2	–	Sell	-4,893	Closed	-$247K	–	126
2016 Q1	$247K	Buy	4,893 +60	+1%	+$2.94K	0.19%	104
2015 Q4	$244K	Buy	+4,833	New	+$244K	0.17%	108

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Intercontinental Wealth Advisors's MRK Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Merck (MRK) stake by 0.26% in Q2 2023, buying an estimated $2.04K and bringing the position to 6,941 shares worth $801K. The position accounts for 0.19% of the portfolio, ranked #119.

Intercontinental Wealth Advisors first reported a position in MRK in Q4 2015 and has held it in 28 quarters since. The position peaked at $815K in Q4 2022. 3,256 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

Intercontinental Wealth Advisors held 6,941 shares of Merck worth $801K as of Q2 2023.
Intercontinental Wealth Advisors bought 18 Merck shares in Q2 2023, an estimated $2.04K.
Merck made up 0.19% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #119 holding.
Intercontinental Wealth Advisors first reported a position in Merck in Q4 2015 and has held it in 28 quarters since.
Intercontinental Wealth Advisors's Merck position peaked at $815K in Q4 2022.
3,256 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.