Juncture Wealth Strategies’s Merck MRK Stock Holding History

Juncture Wealth Strategies’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 Q4	–	Sell	-2,311	Closed	-$262K	–	136
2024 Q3	$262K	Buy	2,311 +278	+14%	+$33K	0.1%	109
2024 Q2	$252K	Sell	2,033 -26	-1%	-$3.35K	0.11%	92
2024 Q1	$272K	Buy	+2,059	New	+$254K	0.12%	92
2023 Q3	–	Sell	-1,761	Closed	-$203K	–	117
2023 Q2	$203K	Buy	+1,761	New	+$200K	0.1%	112
2023 Q1	–	Sell	-1,852	Closed	-$205K	–	114
2022 Q4	$205K	Buy	+1,852	New	+$189K	0.1%	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

Norges Bank Oslo, Norway $935B AUM

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

Juncture Wealth Strategies's MRK Position: Q4 2024 in Review

Juncture Wealth Strategies sold out of Merck (MRK) in Q4 2024, closing a stake of 2,311 shares — an estimated $262K sold.

Juncture Wealth Strategies first reported a position in MRK in Q4 2022 and held it in 5 quarters. The position peaked at $272K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Juncture Wealth Strategies reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Juncture Wealth Strategies sold 2,311 Merck shares in Q4 2024, an estimated $262K.
Juncture Wealth Strategies first reported a position in Merck in Q4 2022 and held it in 5 quarters.
Juncture Wealth Strategies's Merck position peaked at $272K in Q1 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Juncture Wealth Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.