LWP
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Laurel Wealth Planning’s Merck MRK Stock Holding History

Laurel Wealth 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
2023
Q1 		– Sell
-207
Closed -$23K – 146
2022
Q4 		$23K Hold
207
– – 0.01% 127
2022
Q3 		$18K Hold
207
– – 0.01% 139
2022
Q2 		$19K Hold
207
– – 0.01% 138
2022
Q1 		$17K Hold
207
– – 0.01% 166
2021
Q4 		$16K Hold
207
– – 0.01% 125
2021
Q3 		$16K Hold
207
– – 0.01% 120
2021
Q2 		$16K Sell
207
-10
-5% -$744 0.01% 87
2021
Q1 		$16K Hold
217
– – 0.01% 85
2020
Q4 		$17K Buy
+217
New +$16.6K 0.02% 72

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Planning's MRK Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Merck (MRK) in Q1 2023, closing a stake of 207 shares — an estimated $23K sold.

Laurel Wealth Planning first reported a position in MRK in Q4 2020 and held it in 9 quarters. The position peaked at $23K in Q4 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 207 Merck shares in Q1 2023, an estimated $23K.
  • Laurel Wealth Planning first reported a position in Merck in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Merck position peaked at $23K in Q4 2022.
  • 3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.