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Wealth Enhancement & Preservation of GA’s Merck MRK Stock Holding History

Wealth Enhancement & Preservation of GA’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 		$796K Buy
6,900
+560
+9% +$63.6K 0.76% 21
2023
Q1 		$675K Buy
6,340
+72
+1% +$7.77K 0.81% 27
2022
Q4 		$695K Buy
6,268
+1,344
+27% +$137K 1.13% 16
2022
Q3 		$424K Sell
4,924
-7,487
-60% -$668K 0.68% 34
2022
Q2 		$1.13M Sell
12,411
-4,080
-25% -$362K 1.19% 25
2022
Q1 		$1.35M Buy
16,491
+874
+6% +$68.9K 1.04% 30
2021
Q4 		$1.2M Buy
15,617
+616
+4% +$49.1K 0.81% 33
2021
Q3 		$1.13M Buy
15,001
+1,858
+14% +$141K 0.87% 33
2021
Q2 		$1.02M Buy
13,143
+304
+2% +$22.6K 0.75% 40
2021
Q1 		$936K Buy
12,839
+574
+5% +$42.3K 0.72% 40
2020
Q4 		$957K Buy
12,265
+2,805
+30% +$215K 0.83% 34
2020
Q3 		$734K Buy
9,460
+3,031
+47% +$237K 0.76% 31
2020
Q2 		$455K Sell
6,429
-3,096
-33% -$233K 0.56% 38
2020
Q1 		$669K Sell
9,525
-10,185
-52% -$800K 0.64% 25
2019
Q4 		$1.71M Buy
+19,710
New +$1.62M 0.87% 21

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's MRK Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its Merck (MRK) stake by 8.8% in Q2 2023, buying an estimated $63.6K and bringing the position to 6,900 shares worth $796K. The position accounts for 0.76% of the portfolio, ranked #21.

Wealth Enhancement & Preservation of GA first reported a position in MRK in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.71M in Q4 2019. 3,256 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 6,900 shares of Merck worth $796K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 560 Merck shares in Q2 2023, an estimated $63.6K.
  • Merck made up 0.76% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #21 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in Merck in Q4 2019 and has held it in 15 quarters since.
  • Wealth Enhancement & Preservation of GA's Merck position peaked at $1.71M in Q4 2019.
  • 3,256 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.