Wells Financial Advisors’s Merck MRK Stock Holding History

Wells Financial 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
2024 Q4	–	Sell	-65	Closed	-$7.43K	–	93
2024 Q3	$7.43K	Buy	+65	New	+$7.72K	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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Wells Financial Advisors's MRK Position: Q4 2024 in Review

Wells Financial Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 65 shares — an estimated $7.43K sold.

Wells Financial Advisors first reported a position in MRK in Q3 2024 and held it in 1 quarter. The position peaked at $7.43K in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Wells Financial Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 65 Merck shares in Q4 2024, an estimated $7.43K.
Wells Financial Advisors first reported a position in Merck in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's Merck position peaked at $7.43K in Q3 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.