Taylor Wealth Management Partners’s Merck MRK Stock Holding History

Taylor Wealth Management 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
2022 Q2	$396K	Sell	4,341 -2	-0%	-$177	0.23%	48
2022 Q1	$356K	Sell	4,343 -350	-7%	-$27.6K	0.14%	54
2021 Q4	$360K	Buy	4,693 +1,379	+42%	+$110K	0.13%	53
2021 Q3	$249K	Buy	+3,314	New	+$252K	0.09%	63
2019 Q1	–	Sell	-1,893	Closed	-$138K	–	90
2018 Q4	$138K	Hold	1,893	–	–	0.08%	45
2018 Q3	$128K	Sell	1,893 -5	-0.3%	-$319	0.05%	60
2018 Q2	$110K	Hold	1,898	–	–	0.05%	61
2018 Q1	$99K	Sell	1,898 -1,048	-36%	-$56.6K	0.05%	64
2017 Q4	$158K	Hold	2,946	–	–	0.07%	67
2017 Q3	$180K	Hold	2,946	–	–	0.08%	67
2017 Q2	$180K	Hold	2,946	–	–	0.08%	65
2017 Q1	$179K	Sell	2,946 -105	-3%	-$6.37K	0.08%	66
2016 Q4	$171K	Hold	3,051	–	–	0.08%	63
2016 Q3	$182K	Sell	3,051 -105	-3%	-$6.14K	0.08%	55
2016 Q2	$173K	Sell	3,156 -524	-14%	-$27.9K	0.07%	51
2016 Q1	$186K	Buy	3,680 +53	+1%	+$2.6K	0.09%	42
2015 Q4	$183K	Sell	3,627 -827	-19%	-$41.7K	0.08%	50
2015 Q3	$210K	Hold	4,454	–	–	0.1%	41
2015 Q2	$242K	Buy	4,454 +1,489	+50%	+$83.5K	0.08%	49
2015 Q1	$163K	Buy	+2,965	New	+$168K	0.05%	56

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

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

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

Taylor Wealth Management Partners's MRK Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Merck (MRK) stake by 0.05% in Q2 2022, selling an estimated $177 and leaving 4,341 shares worth $396K. The position accounts for 0.23% of the portfolio, ranked #48.

Taylor Wealth Management Partners first reported a position in MRK in Q1 2015 and has held it in 20 quarters since. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

Taylor Wealth Management Partners held 4,341 shares of Merck worth $396K as of Q2 2022.
Taylor Wealth Management Partners sold 2 Merck shares in Q2 2022, an estimated $177.
Merck made up 0.23% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #48 holding.
Taylor Wealth Management Partners first reported a position in Merck in Q1 2015 and has held it in 20 quarters since.
3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.