Planning Directions’s Merck MRK Stock Holding History

Planning Directions’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	-1,863	Closed	-$246K	–	75
2024 Q1	$246K	Sell	1,863 -280	-13%	-$34.5K	0.17%	66
2023 Q4	$234K	Sell	2,143 -164	-7%	-$17K	0.17%	64
2023 Q3	$237K	Buy	2,307 +11	+0.5%	+$1.19K	0.18%	56
2023 Q2	$265K	Buy	2,296 +160	+7%	+$18.2K	0.19%	54
2023 Q1	$227K	Buy	+2,136	New	+$231K	0.17%	62
2020 Q2	–	Sell	-5,240	Closed	-$385K	–	86
2020 Q1	$385K	Buy	+5,240	New	+$412K	0.54%	40

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

Planning Directions's MRK Position: Q2 2024 in Review

Planning Directions sold out of Merck (MRK) in Q2 2024, closing a stake of 1,863 shares — an estimated $246K sold.

Planning Directions first reported a position in MRK in Q1 2020 and held it in 6 quarters. The position peaked at $385K in Q1 2020. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Planning Directions reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Planning Directions sold 1,863 Merck shares in Q2 2024, an estimated $246K.
Planning Directions first reported a position in Merck in Q1 2020 and held it in 6 quarters.
Planning Directions's Merck position peaked at $385K in Q1 2020.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Planning Directions's 13F filing for Q2 2024, filed 9 Aug 2024.