Merck & Co shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 41k | 109.02 |
| 2023-09-30 | $4.1M | 40k | 102.95 |
| 2023-06-30 | $4.6M | 40k | 115.39 |
| 2023-03-31 | $4.3M | 41k | 106.39 |
| 2022-12-31 | $4.6M | 41k | 110.95 |
| 2022-09-30 | $3.5M | 41k | 86.12 |
| 2022-06-30 | $1.7M | 18k | 91.19 |
| 2022-03-31 | $1.5M | 18k | 82.07 |
| 2021-12-31 | $1.4M | 18k | 76.62 |
| 2021-09-30 | $1.5M | 20k | 75.11 |
| 2021-06-30 | $2.7M | 35k | 77.78 |
| 2021-03-31 | $3.0M | 39k | 77.09 |
| 2020-12-31 | $2.9M | 36k | 81.81 |
| 2020-09-30 | $3.0M | 36k | 82.94 |
| 2020-06-30 | $2.8M | 36k | 77.34 |
| 2020-03-31 | $2.5M | 33k | 76.94 |
| 2019-12-31 | $3.0M | 33k | 90.95 |
| 2019-09-30 | $2.7M | 32k | 84.19 |
| 2019-06-30 | $2.7M | 32k | 83.85 |
| 2019-03-31 | $2.6M | 31k | 83.17 |
| 2018-12-31 | $2.5M | 32k | 76.42 |
| 2018-09-30 | $2.2M | 31k | 70.95 |
| 2018-06-30 | $662k | 11k | 60.72 |
| 2017-12-31 | $215k | 3.8k | 56.28 |
| 2017-06-30 | $234k | 3.6k | 64.22 |
| 2017-03-31 | $470k | 7.4k | 63.53 |
| 2016-12-31 | $436k | 7.4k | 58.93 |
| 2016-09-30 | $1.6M | 25k | 62.40 |
| 2016-06-30 | $1.5M | 25k | 57.60 |
| 2016-03-31 | $1.3M | 25k | 52.92 |
| 2015-12-31 | $1.3M | 25k | 52.81 |
| 2015-09-30 | $429k | 8.7k | 49.42 |
| 2015-06-30 | $444k | 7.8k | 56.92 |
| 2015-03-31 | $428k | 7.5k | 57.45 |
| 2014-12-31 | $341k | 6.0k | 56.83 |