Merck & Co shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Merck & Co
Tip: Access up to 7 years of quarterly data
All positions including Merck & Co held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Merck & Co by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42k | 501 | 83.93 |
| 2025-06-30 | $91k | 1.2k | 79.13 |
| 2025-03-31 | $113k | 1.3k | 89.75 |
| 2024-12-31 | $135k | 1.4k | 99.45 |
| 2024-09-30 | $106k | 936 | 113.61 |
| 2024-06-30 | $116k | 935 | 123.85 |
| 2024-03-31 | $123k | 934 | 132.01 |
| 2023-12-31 | $116k | 1.1k | 109.06 |
| 2023-09-30 | $103k | 1.0k | 102.98 |
| 2023-06-30 | $118k | 1.0k | 115.41 |
| 2023-03-31 | $109k | 1.0k | 106.41 |