Level Financial Advisors’s Merck MRK Stock Holding History

Level Financial Advisors’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 Q1	–	Sell	-221	Closed	-$24.1K	–	187
2023 Q4	$24.1K	Sell	221 -100	-31%	-$10.4K	0.01%	150
2023 Q3	$33K	Buy	321 +1	+0.3%	+$108	0.02%	130
2023 Q2	$36.9K	Buy	320 +100	+45%	+$11.4K	0.02%	122
2023 Q1	$23.4K	Hold	220	–	–	0.01%	126
2022 Q4	$24K	Hold	220	–	–	0.02%	118
2022 Q3	$19K	Hold	220	–	–	0.01%	140
2022 Q2	$20K	Hold	220	–	–	0.01%	145
2022 Q1	$18K	Hold	220	–	–	0.01%	134
2021 Q4	$17K	Buy	+220	New	+$17.5K	0.01%	144

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Level Financial Advisors's MRK Position: Q1 2024 in Review

Level Financial Advisors sold out of Merck (MRK) in Q1 2024, closing a stake of 221 shares — an estimated $24.1K sold.

Level Financial Advisors first reported a position in MRK in Q4 2021 and held it in 9 quarters. The position peaked at $36.9K in Q2 2023. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

Level Financial Advisors reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 221 Merck shares in Q1 2024, an estimated $24.1K.
Level Financial Advisors first reported a position in Merck in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Merck position peaked at $36.9K in Q2 2023.
3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.