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Keystone Wealth Services’s Merck MRK Stock Holding History

Keystone Wealth Services’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
-1,692
Closed -$209K – 258
2024
Q2 		$209K Buy
1,692
+97
+6% +$12.5K 0.07% 222
2024
Q1 		$210K Sell
1,595
-2,637
-62% -$325K 0.07% 211
2023
Q4 		$461K Sell
4,232
-177
-4% -$18.4K 0.16% 126
2023
Q3 		$454K Buy
4,409
+63
+1% +$6.79K 0.17% 125
2023
Q2 		$501K Buy
4,346
+2
+0% +$227 0.19% 117
2023
Q1 		$462K Buy
4,344
+17
+0.4% +$1.83K 0.19% 120
2022
Q4 		$480K Buy
4,327
+536
+14% +$54.8K 0.21% 106
2022
Q3 		$326K Buy
3,791
+77
+2% +$6.87K 0.15% 113
2022
Q2 		$339K Buy
3,714
+138
+4% +$12.2K 0.15% 113
2022
Q1 		$293K Buy
3,576
+2
+0.1% +$158 0.12% 138
2021
Q4 		$274K Buy
+3,574
New +$285K 0.11% 139

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keystone Wealth Services's MRK Position: Q3 2024 in Review

Keystone Wealth Services sold out of Merck (MRK) in Q3 2024, closing a stake of 1,692 shares — an estimated $209K sold.

Keystone Wealth Services first reported a position in MRK in Q4 2021 and held it in 11 quarters. The position peaked at $501K in Q2 2023. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Keystone Wealth Services reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • Keystone Wealth Services sold 1,692 Merck shares in Q3 2024, an estimated $209K.
  • Keystone Wealth Services first reported a position in Merck in Q4 2021 and held it in 11 quarters.
  • Keystone Wealth Services's Merck position peaked at $501K in Q2 2023.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Keystone Wealth Services's 13F filing for Q3 2024, filed 15 Oct 2024.