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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

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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
2024-09-30 $2.8M 25k 113.56
2024-06-30 $3.2M 26k 123.80
2024-03-31 $3.4M 26k 131.95
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

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

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Merck & Co

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Jpmorgan Chase & Co
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Bank of New York Mellon
Royal Bank of Canada
Amundi

View all funds holding Merck & Co