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Merck & Co shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Merck & Co

Tip: Access up to 7 years of quarterly data

All positions including Merck & Co held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 26k 109.02
2023-09-30 $2.6M 26k 102.95
2023-06-30 $3.0M 26k 115.39
2023-03-31 $2.9M 28k 106.39
2022-12-31 $2.8M 26k 110.95
2022-09-30 $2.2M 25k 86.12
2022-06-30 $2.3M 25k 91.15
2022-03-31 $2.1M 26k 82.07
2021-12-31 $2.0M 26k 76.64
2021-09-30 $2.0M 27k 75.11
2021-06-30 $2.1M 27k 77.75
2021-03-31 $2.1M 27k 77.10
2020-12-31 $2.2M 27k 81.80
2020-09-30 $2.3M 28k 82.95
2020-06-30 $2.3M 29k 77.34
2019-12-31 $2.3M 26k 90.96
2019-09-30 $2.0M 24k 84.18
2019-06-30 $1.5M 18k 83.88
2019-03-31 $1.5M 18k 83.16
2018-12-31 $2.4M 32k 76.42
2018-09-30 $2.1M 30k 70.93
2018-06-30 $1.8M 30k 60.69
2018-03-31 $1.6M 30k 54.48
2017-12-31 $1.7M 29k 56.27
2017-09-30 $1.9M 30k 64.03
2017-06-30 $1.9M 29k 64.10
2017-03-31 $1.9M 29k 63.52
2016-12-31 $1.8M 30k 58.86
2016-09-30 $1.8M 29k 62.40
2016-06-30 $988k 17k 57.64
2016-03-31 $863k 16k 52.89
2015-12-31 $885k 17k 52.85
2015-09-30 $846k 17k 49.42
2015-06-30 $919k 16k 56.93
2015-03-31 $968k 17k 57.49

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Merck & Co

Vanguard Group
Wellington Management Company
Bank of America Corporation
Charles Schwab Investment Management
T. Rowe Price Associates
Norges Bank Investment Management
Jpmorgan Chase & Co
Legal & General Group
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Wells Fargo & Company
Royal Bank of Canada
UBS Group
State Farm Mutual Automobile Insurance Company
Fisher Investments

View all funds holding Merck & Co