Merck & Co shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 10k | 113.56 |
| 2024-06-30 | $1.3M | 10k | 123.80 |
| 2024-03-31 | $1.3M | 9.9k | 131.95 |
| 2023-09-30 | $887k | 8.6k | 102.94 |
| 2023-06-30 | $994k | 8.6k | 115.39 |
| 2023-03-31 | $869k | 8.2k | 106.39 |
| 2022-12-31 | $906k | 8.2k | 110.95 |
| 2022-09-30 | $742k | 8.6k | 86.17 |
| 2022-06-30 | $766k | 8.4k | 91.15 |
| 2022-03-31 | $689k | 8.4k | 82.05 |
| 2021-12-31 | $627k | 8.2k | 76.60 |
| 2021-09-30 | $614k | 8.2k | 75.05 |
| 2021-06-30 | $597k | 7.7k | 77.83 |
| 2021-03-31 | $307k | 4.0k | 76.98 |
| 2020-12-31 | $326k | 4.0k | 81.75 |
| 2020-09-30 | $283k | 3.4k | 82.87 |
| 2020-06-30 | $264k | 3.4k | 77.31 |
| 2020-03-31 | $263k | 3.4k | 77.01 |
| 2019-12-31 | $453k | 5.0k | 91.02 |
| 2019-09-30 | $408k | 4.8k | 84.18 |
| 2019-06-30 | $270k | 3.2k | 83.98 |
| 2019-03-31 | $267k | 3.2k | 83.05 |
| 2018-12-31 | $222k | 2.9k | 76.45 |
| 2018-09-30 | $206k | 2.9k | 70.94 |
| 2015-12-31 | $235k | 4.5k | 52.81 |
| 2015-09-30 | $235k | 4.8k | 49.47 |
| 2015-06-30 | $275k | 4.8k | 56.87 |
| 2015-03-31 | $394k | 6.8k | 57.55 |
| 2014-12-31 | $287k | 5.0k | 56.84 |
| 2014-09-30 | $308k | 5.2k | 59.21 |
More positions owned by Capstone Financial Advisors
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