Wealthcare Capital Management’s Merck MRK Stock Holding History

Wealthcare 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
2021 Q2	–	Sell	-805	Closed	-$59K	–	437
2021 Q1	$59K	Buy	+805	New	+$59.4K	0.01%	130
2020 Q2	–	Sell	-530	Closed	-$39K	–	170
2020 Q1	$39K	Sell	530 -315	-37%	-$24.8K	0.01%	101
2019 Q4	$73K	Buy	845 +368	+77%	+$30.2K	0.01%	93
2019 Q3	$38K	Hold	477	–	–	﹤0.01%	111
2019 Q2	$38K	Hold	477	–	–	0.01%	104
2019 Q1	$38K	Hold	477	–	–	0.01%	107
2018 Q4	$35K	Hold	477	–	–	0.01%	106
2018 Q3	$32K	Hold	477	–	–	﹤0.01%	110
2018 Q2	$28K	Hold	477	–	–	﹤0.01%	107
2018 Q1	$25K	Sell	477 -18	-4%	-$972	﹤0.01%	106
2017 Q4	$27K	Hold	495	–	–	﹤0.01%	103
2017 Q3	$30K	Hold	495	–	–	﹤0.01%	97
2017 Q2	$30K	Hold	495	–	–	﹤0.01%	95
2017 Q1	$30K	Buy	495 +158	+47%	+$9.59K	﹤0.01%	98
2016 Q4	$19K	Buy	337 +172	+104%	+$10.1K	﹤0.01%	104
2016 Q3	$10K	Hold	165	–	–	﹤0.01%	124
2016 Q2	$9K	Hold	165	–	–	﹤0.01%	125
2016 Q1	$8K	Hold	165	–	–	﹤0.01%	140
2015 Q4	$8K	Hold	165	–	–	﹤0.01%	154
2015 Q3	$8K	Sell	165 -338	-67%	-$18K	﹤0.01%	167
2015 Q2	$27K	Sell	503 -10,248	-95%	-$575K	﹤0.01%	139
2015 Q1	$590K	Buy	10,751 +10,586	+6,416%	+$599K	0.07%	44
2014 Q4	$9K	Buy	165 +18	+12%	+$1K	﹤0.01%	133
2014 Q3	$8K	Hold	147	–	–	﹤0.01%	177
2014 Q2	$8K	Sell	147 -4	-3%	-$218	﹤0.01%	136
2014 Q1	$8K	Sell	151 -325	-68%	-$16.8K	﹤0.01%	132
2013 Q4	$23K	Buy	476 +325	+215%	+$14.9K	﹤0.01%	66
2013 Q3	$7K	Sell	151 -59	-28%	-$2.69K	﹤0.01%	86
2013 Q2	$9K	Buy	+210	New	+$9.38K	﹤0.01%	81

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthcare Capital Management's MRK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Merck (MRK) in Q2 2021, closing a stake of 805 shares — an estimated $59K sold.

Wealthcare Capital Management first reported a position in MRK in Q2 2013 and held it in 29 quarters. The position peaked at $590K in Q1 2015. 2,673 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

Wealthcare Capital Management reported no remaining Merck position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 805 Merck shares in Q2 2021, an estimated $59K.
Wealthcare Capital Management first reported a position in Merck in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's Merck position peaked at $590K in Q1 2015.
2,673 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.