Keystone Financial Planning’s Merck MRK Stock Holding History

Keystone Financial Planning’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
2022 Q2	–	Sell	-92,448	Closed	-$7.58M	–	49
2022 Q1	$7.58M	Sell	92,448 -502	-0.5%	-$39.6K	2.54%	13
2021 Q4	$7.12M	Buy	92,950 +2,968	+3%	+$236K	2.43%	16
2021 Q3	$6.76M	Buy	89,982 +14,247	+19%	+$1.08M	2.46%	13
2021 Q2	$5.89M	Buy	+75,735	New	+$5.63M	2.13%	17
2014 Q1	–	Sell	-734	Closed	-$35K	–	73
2013 Q4	$35K	Buy	+734	New	+$33.6K	0.03%	65

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Keystone Financial Planning's MRK Position: Q2 2022 in Review

Keystone Financial Planning sold out of Merck (MRK) in Q2 2022, closing a stake of 92,448 shares — an estimated $7.58M sold.

Keystone Financial Planning first reported a position in MRK in Q4 2013 and held it in 5 quarters. The position peaked at $7.58M in Q1 2022. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

Keystone Financial Planning reported no remaining Merck position as of Q2 2022 after selling out during the quarter.
Keystone Financial Planning sold 92,448 Merck shares in Q2 2022, an estimated $7.58M.
Keystone Financial Planning first reported a position in Merck in Q4 2013 and held it in 5 quarters.
Keystone Financial Planning's Merck position peaked at $7.58M in Q1 2022.
3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on Keystone Financial Planning's 13F filing for Q2 2022, filed 19 Jul 2022.