Traverso Chambers Private Wealth Management’s Merck MRK Stock Holding History

Traverso Chambers Private Wealth Management’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 Q4	$469K	Sell	4,298 -48	-1%	-$4.98K	0.11%	79
2023 Q3	$447K	Buy	4,346 +64	+1%	+$6.9K	0.12%	73
2023 Q2	$494K	Hold	4,282	–	–	0.13%	72
2023 Q1	$456K	Buy	4,282 +839	+24%	+$90.6K	0.12%	75
2022 Q4	$382K	Sell	3,443 -12	-0.3%	-$1.23K	0.11%	78
2022 Q3	$298K	Hold	3,455	–	–	0.09%	88
2022 Q2	$315K	Hold	3,455	–	–	0.11%	81
2022 Q1	$283K	Buy	3,455 +12	+0.3%	+$946	0.08%	99
2021 Q4	$264K	Hold	3,443	–	–	0.08%	101
2021 Q3	$259K	Hold	3,443	–	–	0.08%	99
2021 Q2	$268K	Sell	3,443 -165	-5%	-$12.3K	0.08%	98
2021 Q1	$265K	Hold	3,608	–	–	0.09%	98
2020 Q4	$282K	Hold	3,608	–	–	0.1%	87
2020 Q3	$286K	Hold	3,608	–	–	0.11%	80
2020 Q2	$266K	Hold	3,608	–	–	0.11%	80
2020 Q1	$265K	Sell	3,608 -97	-3%	-$7.62K	0.12%	74
2019 Q4	$322K	Buy	3,705 +73	+2%	+$6K	0.14%	79
2019 Q3	$292K	Sell	3,632 -88	-2%	-$7.05K	0.14%	78
2019 Q2	$304K	Sell	3,720 -133	-3%	-$10.2K	0.15%	77
2019 Q1	$306K	Hold	3,853	–	–	0.15%	75
2018 Q4	$281K	Buy	+3,853	New	+$272K	0.15%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Traverso Chambers Private Wealth Management's MRK Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Merck (MRK) stake by 1.1% in Q4 2023, selling an estimated $4.98K and leaving 4,298 shares worth $469K. The position accounts for 0.11% of the portfolio, ranked #79.

Traverso Chambers Private Wealth Management first reported a position in MRK in Q4 2018 and has held it in 21 quarters since. The position peaked at $494K in Q2 2023. 3,434 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

Traverso Chambers Private Wealth Management held 4,298 shares of Merck worth $469K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 48 Merck shares in Q4 2023, an estimated $4.98K.
Merck made up 0.11% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #79 holding.
Traverso Chambers Private Wealth Management first reported a position in Merck in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Merck position peaked at $494K in Q2 2023.
3,434 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.