Legacy Wealth Planning’s Merck MRK Stock Holding History

Legacy 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
2022 Q3	$351K	Hold	4,073	–	–	0.58%	40
2022 Q2	$371K	Buy	4,073 +167	+4%	+$14.8K	0.53%	42
2022 Q1	$320K	Sell	3,906 -141	-3%	-$11.1K	0.38%	53
2021 Q4	$310K	Sell	4,047 -21	-0.5%	-$1.67K	0.35%	58
2021 Q3	$306K	Sell	4,068 -200	-5%	-$15.2K	0.34%	59
2021 Q2	$332K	Sell	4,268 -205	-5%	-$15.2K	0.38%	58
2021 Q1	$329K	Hold	4,473	–	–	0.42%	55
2020 Q4	$349K	Sell	4,473 -11	-0.2%	-$841	0.45%	48
2020 Q3	$355K	Buy	4,484 +798	+22%	+$62.5K	0.41%	46
2020 Q2	$272K	Sell	3,686 -173	-4%	-$13K	0.32%	51
2020 Q1	$283K	Hold	3,859	–	–	0.45%	46
2019 Q4	$335K	Buy	+3,859	New	+$317K	0.38%	46

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

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

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

Legacy Wealth Planning's MRK Position: Q3 2022 in Review

Legacy Wealth Planning held its Merck (MRK) position steady in Q3 2022 at 4,073 shares worth $351K. The position accounts for 0.58% of the portfolio, ranked #40.

Legacy Wealth Planning first reported a position in MRK in Q4 2019 and has held it in 12 quarters since. The position peaked at $371K in Q2 2022. 2,990 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

Legacy Wealth Planning held 4,073 shares of Merck worth $351K as of Q3 2022.
Legacy Wealth Planning left its Merck share count unchanged in Q3 2022.
Merck made up 0.58% of Legacy Wealth Planning's portfolio in Q3 2022, its #40 holding.
Legacy Wealth Planning first reported a position in Merck in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Merck position peaked at $371K in Q2 2022.
2,990 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.