Merck & Co shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $640k | 5.6k | 113.56 |
| 2024-06-30 | $707k | 5.7k | 123.80 |
| 2024-03-31 | $776k | 5.9k | 131.96 |
| 2023-12-31 | $632k | 5.8k | 109.02 |
| 2023-09-30 | $603k | 5.9k | 102.94 |
| 2023-06-30 | $680k | 5.9k | 115.39 |
| 2023-03-31 | $651k | 6.1k | 106.40 |
| 2022-12-31 | $670k | 6.0k | 110.95 |
| 2022-09-30 | $498k | 5.8k | 86.08 |
| 2022-06-30 | $530k | 5.8k | 91.14 |
| 2022-03-31 | $543k | 6.6k | 82.09 |
| 2021-12-31 | $507k | 6.6k | 76.64 |
| 2021-09-30 | $496k | 6.6k | 75.15 |
| 2021-06-30 | $539k | 6.9k | 77.78 |
| 2021-03-31 | $534k | 6.9k | 77.06 |
| 2020-12-31 | $600k | 7.3k | 81.86 |
| 2020-09-30 | $608k | 7.3k | 82.95 |
| 2020-06-30 | $567k | 7.3k | 77.35 |
| 2020-03-31 | $649k | 8.4k | 76.99 |
| 2019-12-31 | $767k | 8.4k | 90.98 |
| 2019-09-30 | $667k | 7.9k | 84.16 |
| 2019-06-30 | $664k | 7.9k | 83.88 |
| 2019-03-31 | $658k | 7.9k | 83.23 |
| 2018-12-31 | $603k | 7.9k | 76.37 |
| 2018-09-30 | $703k | 9.9k | 70.97 |
| 2018-06-30 | $595k | 9.8k | 60.75 |
| 2018-03-31 | $533k | 9.8k | 54.49 |
| 2017-12-31 | $600k | 11k | 56.23 |
| 2017-09-30 | $651k | 10k | 64.07 |
| 2017-06-30 | $651k | 10k | 64.14 |
| 2017-03-31 | $581k | 9.1k | 63.57 |
| 2016-12-31 | $557k | 9.5k | 58.88 |
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