Sweet Financial Partners’s Merck MRK Stock Holding History

Sweet Financial Partners’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 Q3	$608K	Sell	5,354 -2,514	-32%	-$299K	0.13%	115
2024 Q2	$974K	Sell	7,868 -2,451	-24%	-$316K	0.22%	77
2024 Q1	$1.36M	Sell	10,319 -12,973	-56%	-$1.6M	0.31%	69
2023 Q4	$2.54M	Buy	23,292 +2,837	+14%	+$294K	0.6%	33
2023 Q3	$2.11M	Buy	20,455 +1,292	+7%	+$139K	0.56%	33
2023 Q2	$2.21M	Buy	19,163 +3,037	+19%	+$345K	0.58%	32
2023 Q1	$1.72M	Buy	16,126 +2,411	+18%	+$260K	0.47%	36
2022 Q4	$1.52M	Buy	13,715 +993	+8%	+$102K	0.45%	32
2022 Q3	$1.1M	Buy	12,722 +6,507	+105%	+$581K	0.35%	41
2022 Q2	$567K	Sell	6,215 -208	-3%	-$18.4K	0.18%	78
2022 Q1	$527K	Buy	6,423 +153	+2%	+$12.1K	0.14%	94
2021 Q4	$481K	Buy	+6,270	New	+$499K	0.2%	71

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

Fidelity Investments

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return