Outlook Wealth Advisors’s Merck MRK Stock Holding History

Outlook Wealth 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 Q2	–	Sell	-3,282	Closed	-$433K	–	278
2024 Q1	$433K	Buy	3,282 +555	+20%	+$68.4K	0.13%	155
2023 Q4	$297K	Buy	2,727 +707	+35%	+$73.4K	0.1%	173
2023 Q3	$208K	Buy	+2,020	New	+$218K	0.08%	194

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Outlook Wealth Advisors's MRK Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Merck (MRK) in Q2 2024, closing a stake of 3,282 shares — an estimated $433K sold.

Outlook Wealth Advisors first reported a position in MRK in Q3 2023 and held it in 3 quarters. The position peaked at $433K in Q1 2024. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Outlook Wealth Advisors reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 3,282 Merck shares in Q2 2024, an estimated $433K.
Outlook Wealth Advisors first reported a position in Merck in Q3 2023 and held it in 3 quarters.
Outlook Wealth Advisors's Merck position peaked at $433K in Q1 2024.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.