WealthBridge Capital Management’s Merck MRK Stock Holding History

WealthBridge Capital 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
2024 Q2	–	Sell	-1,644	Closed	-$217K	–	194
2024 Q1	$217K	Buy	+1,644	New	+$203K	0.07%	178
2023 Q2	–	Sell	-2,962	Closed	-$315K	–	196
2023 Q1	$315K	Buy	2,962 +34	+1%	+$3.67K	0.13%	135
2022 Q4	$325K	Buy	2,928 +143	+5%	+$14.6K	0.14%	139
2022 Q3	$254K	Hold	2,785	–	–	0.11%	164
2022 Q2	$254K	Sell	2,785 -25	-0.9%	-$2.22K	0.11%	164
2022 Q1	$231K	Buy	+2,810	New	+$222K	0.09%	166
2019 Q2	–	Sell	-1,289	Closed	-$96K	–	580
2019 Q1	$96K	Sell	1,289 -701	-35%	-$52.4K	0.06%	195
2018 Q4	$145K	Buy	+1,990	New	+$140K	0.11%	128

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthBridge Capital Management's MRK Position: Q2 2024 in Review

WealthBridge Capital Management sold out of Merck (MRK) in Q2 2024, closing a stake of 1,644 shares — an estimated $217K sold.

WealthBridge Capital Management first reported a position in MRK in Q4 2018 and held it in 8 quarters. The position peaked at $325K in Q4 2022. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

WealthBridge Capital Management reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
WealthBridge Capital Management sold 1,644 Merck shares in Q2 2024, an estimated $217K.
WealthBridge Capital Management first reported a position in Merck in Q4 2018 and held it in 8 quarters.
WealthBridge Capital Management's Merck position peaked at $325K in Q4 2022.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on WealthBridge Capital Management's 13F filing for Q2 2024, filed 2 Aug 2024.