Merck & Co shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in Merck & Co
Tip: Access up to 7 years of quarterly data
All positions including Merck & Co held by Invera Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Merck & Co by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $336k | 3.2k | 105.26 |
| 2025-09-30 | $272k | 3.2k | 83.93 |
| 2025-03-31 | $837k | 9.3k | 89.76 |
| 2024-12-31 | $1.1M | 11k | 96.63 |
| 2024-09-30 | $1.1M | 11k | 101.17 |
| 2024-06-30 | $1.4M | 11k | 128.97 |
| 2024-03-31 | $1.3M | 10k | 125.23 |
| 2023-12-31 | $1.2M | 11k | 109.02 |