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WestHill Financial Advisors’s Merck MRK Stock Holding History

WestHill 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
-2,160
Closed -$245K – 79
2024
Q3 		$245K Buy
2,160
+76
+4% +$9.03K 0.06% 65
2024
Q2 		$258K Sell
2,084
-231
-10% -$29.8K 0.06% 60
2024
Q1 		$305K Buy
2,315
+335
+17% +$41.3K 0.08% 57
2023
Q4 		$216K Sell
1,980
-68
-3% -$7.06K 0.06% 67
2023
Q3 		$211K Hold
2,048
– – 0.06% 63
2023
Q2 		$236K Sell
2,048
-86
-4% -$9.77K 0.07% 55
2023
Q1 		$227K Sell
2,134
-250
-10% -$27K 0.07% 55
2022
Q4 		$265K Buy
+2,384
New +$244K 0.08% 50

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WestHill Financial Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 2,160 shares — an estimated $245K sold.

WestHill Financial Advisors first reported a position in MRK in Q4 2022 and held it in 8 quarters. The position peaked at $305K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • WestHill Financial Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • WestHill Financial Advisors sold 2,160 Merck shares in Q4 2024, an estimated $245K.
  • WestHill Financial Advisors first reported a position in Merck in Q4 2022 and held it in 8 quarters.
  • WestHill Financial Advisors's Merck position peaked at $305K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on WestHill Financial Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.