LFGH
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Lee Financial Group Hawaii’s Merck MRK Stock Holding History

Lee Financial Group Hawaii’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
-2,350
Closed -$261K – 36
2022
Q4 		$261K Hold
2,350
– – 0.26% 23
2022
Q3 		$202 Hold
2,350
– – 0.16% 32
2022
Q2 		$214K Buy
+2,350
New +$208K 0.21% 32
2020
Q1 		– Sell
-2,485
Closed -$216K – 28
2019
Q4 		$216K Buy
+2,485
New +$204K 0.17% 27
2019
Q3 		– Sell
-2,552
Closed -$204K – 28
2019
Q2 		$204K Hold
2,552
– – 0.17% 30
2019
Q1 		$203K Buy
+2,552
New +$191K 0.19% 34
2018
Q1 		– Sell
-21,328
Closed -$1.15M – 33
2017
Q4 		$1.15M Buy
+21,328
New +$1.18M 1.06% 31

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Geode Capital Management
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Bank of America
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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