Merck & Co shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $733k | 6.4k | 115.39 |
| 2023-03-31 | $584k | 5.5k | 106.39 |
| 2022-12-31 | $1.2M | 11k | 110.95 |
| 2022-09-30 | $1.1M | 13k | 86.14 |
| 2022-06-30 | $1.0M | 11k | 91.20 |
| 2022-03-31 | $845k | 10k | 82.09 |
| 2021-12-31 | $702k | 9.2k | 76.69 |
| 2021-09-30 | $654k | 8.7k | 75.08 |
| 2021-06-30 | $657k | 8.4k | 77.81 |
| 2021-03-31 | $396k | 5.1k | 77.16 |
| 2020-12-31 | $368k | 4.5k | 81.85 |
| 2020-09-30 | $373k | 4.5k | 82.96 |
| 2020-06-30 | $348k | 4.5k | 77.40 |
| 2020-03-31 | $346k | 4.5k | 76.96 |
| 2019-12-31 | $418k | 4.6k | 90.95 |