Ten Capital Wealth Advisors’s Merck MRK Stock Holding History

Ten Capital 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
2023 Q2	$336K	Sell	2,899 -93	-3%	-$10.6K	0.1%	86
2023 Q1	$318K	Buy	2,992 +1,641	+121%	+$177K	0.1%	69
2022 Q4	$150K	Sell	1,351 -59	-4%	-$6.03K	0.06%	104
2022 Q3	$121K	Buy	1,410 +117	+9%	+$10.4K	0.06%	109
2022 Q2	$118K	Hold	1,293	–	–	0.05%	112
2022 Q1	$106K	Buy	1,293 +50	+4%	+$3.94K	0.04%	112
2021 Q4	$95K	Hold	1,243	–	–	0.04%	95
2021 Q3	$93K	Buy	1,243 +997	+405%	+$75.8K	0.04%	99
2021 Q2	$19K	Buy	246 +84	+52%	+$6.25K	﹤0.01%	254
2021 Q1	$11K	Hold	162	–	–	﹤0.01%	256
2020 Q4	$13K	Buy	+162	New	+$12.4K	﹤0.01%	243

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ten Capital Wealth Advisors's MRK Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Merck (MRK) stake by 3.1% in Q2 2023, selling an estimated $10.6K and leaving 2,899 shares worth $336K. The position accounts for 0.1% of the portfolio, ranked #86.

Ten Capital Wealth Advisors first reported a position in MRK in Q4 2020 and has held it in 11 quarters since. 3,255 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

Ten Capital Wealth Advisors held 2,899 shares of Merck worth $336K as of Q2 2023.
Ten Capital Wealth Advisors sold 93 Merck shares in Q2 2023, an estimated $10.6K.
Merck made up 0.1% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #86 holding.
Ten Capital Wealth Advisors first reported a position in Merck in Q4 2020 and has held it in 11 quarters since.
3,255 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.