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Teamwork Financial Advisors’s Merck MRK Stock Holding History

Teamwork 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
Q4 		– Sell
-2,756
Closed -$313K – 189
2024
Q3 		$313K Buy
2,756
+304
+12% +$36.1K 0.04% 127
2024
Q2 		$303K Sell
2,452
-488
-17% -$62.9K 0.05% 113
2024
Q1 		$388K Sell
2,940
-859
-23% -$106K 0.06% 123
2023
Q4 		$414K Sell
3,799
-1,137
-23% -$118K 0.07% 114
2023
Q3 		$508K Sell
4,936
-8,793
-64% -$948K 0.08% 127
2023
Q2 		$1.58M Sell
13,729
-325
-2% -$36.9K 0.26% 66
2023
Q1 		$1.5M Sell
14,054
-21,422
-60% -$2.31M 0.28% 60
2022
Q4 		$3.94M Buy
+35,476
New +$3.63M 0.79% 25
2021
Q1 		– Sell
-6,800
Closed -$531K – 245
2020
Q4 		$531K Buy
6,800
+47
+0.7% +$3.6K 0.13% 120
2020
Q3 		$535K Buy
6,753
+10
+0.1% +$783 0.17% 111
2020
Q2 		$498K Buy
6,743
+558
+9% +$42K 0.18% 112
2020
Q1 		$454K Buy
+6,185
New +$486K 0.28% 66

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Teamwork Financial Advisors's MRK Position: Q4 2024 in Review

Teamwork Financial Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 2,756 shares — an estimated $313K sold.

Teamwork Financial Advisors first reported a position in MRK in Q1 2020 and held it in 12 quarters. The position peaked at $3.94M in Q4 2022. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Teamwork Financial Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,756 Merck shares in Q4 2024, an estimated $313K.
  • Teamwork Financial Advisors first reported a position in Merck in Q1 2020 and held it in 12 quarters.
  • Teamwork Financial Advisors's Merck position peaked at $3.94M in Q4 2022.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Teamwork Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.