WIA
MRK icon

Wealthstreet Investment Advisors’s Merck MRK Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$7K Hold
91
– – 0.19% 60
2021
Q4 		$7K Hold
91
– – 0.17% 61
2021
Q3 		$7K Hold
91
– – 0.19% 60
2021
Q2 		$7K Sell
91
-87,788
-100% -$6.53M 0.04% 85
2021
Q1 		$6.46M Sell
87,879
-2,279
-3% -$168K 0.63% 39
2020
Q4 		$7.04M Sell
90,158
-734
-0.8% -$56.1K 0.71% 33
2020
Q3 		$7.19M Buy
90,892
+524
+0.6% +$41K 0.8% 30
2020
Q2 		$6.67M Buy
90,368
+409
+0.5% +$30.8K 0.82% 32
2020
Q1 		$6.61M Buy
89,959
+754
+0.8% +$59.3K 0.98% 27
2019
Q4 		$7.74M Buy
89,205
+105
+0.1% +$8.62K 0.9% 28
2019
Q3 		$7.24M Sell
89,100
-3,338
-4% -$268K 0.92% 29
2019
Q2 		$7.39M Buy
92,438
+1,467
+2% +$112K 0.96% 26
2019
Q1 		$7.22M Buy
90,971
+5,011
+6% +$375K 0.95% 27
2018
Q4 		$5.98M Sell
85,960
-1,131
-1% -$79.8K 0.84% 32
2018
Q3 		$5.9M Sell
87,091
-1,777
-2% -$113K 0.73% 36
2018
Q2 		$5.15M Buy
88,868
+1,664
+2% +$93.9K 0.68% 39
2018
Q1 		$4.53M Buy
87,204
+1,767
+2% +$95.4K 0.57% 47
2017
Q4 		$4.59M Buy
+85,437
New +$4.74M 0.56% 50

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return