Merck & Co shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 3.1k | 83.93 |
| 2025-06-30 | $204k | 2.6k | 79.16 |
| 2025-03-31 | $396k | 4.4k | 89.76 |
| 2024-12-31 | $457k | 4.6k | 99.48 |
| 2024-09-30 | $483k | 4.3k | 113.56 |
| 2024-06-30 | $532k | 4.3k | 123.80 |
| 2024-03-31 | $606k | 4.6k | 131.95 |
| 2023-12-31 | $549k | 5.0k | 109.02 |
| 2023-09-30 | $534k | 5.2k | 102.95 |
| 2023-06-30 | $576k | 5.0k | 115.39 |
| 2023-03-31 | $561k | 5.3k | 106.39 |
| 2022-12-31 | $558k | 5.0k | 110.95 |
| 2022-09-30 | $508k | 5.9k | 86.13 |
| 2022-06-30 | $480k | 5.3k | 91.12 |
| 2022-03-31 | $495k | 6.0k | 82.06 |
| 2021-12-31 | $480k | 6.3k | 76.60 |
| 2021-09-30 | $463k | 6.2k | 75.17 |
| 2021-06-30 | $439k | 5.6k | 77.85 |
| 2021-03-31 | $435k | 5.6k | 77.09 |
| 2020-12-31 | $434k | 5.3k | 81.87 |
| 2020-09-30 | $419k | 5.0k | 83.10 |
| 2020-06-30 | $350k | 4.5k | 77.43 |
| 2020-03-31 | $363k | 4.7k | 76.91 |
| 2019-12-31 | $423k | 4.7k | 90.91 |
| 2019-09-30 | $356k | 4.2k | 84.32 |
| 2019-06-30 | $417k | 5.0k | 83.80 |
| 2019-03-31 | $421k | 5.1k | 83.19 |
| 2018-12-31 | $384k | 5.0k | 76.36 |
| 2018-09-30 | $381k | 5.4k | 70.95 |
| 2018-03-31 | $302k | 5.5k | 54.51 |
| 2017-12-31 | $292k | 5.2k | 56.36 |
More positions owned by Holistic Financial Partners
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