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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Quarterly reported holdings in Merck & Co by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 34k | 83.93 |
| 2025-06-30 | $1.6M | 21k | 79.16 |
| 2025-03-31 | $2.2M | 25k | 89.76 |
| 2024-12-31 | $2.7M | 27k | 99.48 |
| 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 |
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