Merck & Co shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $710k | 8.5k | 83.93 |
| 2025-06-30 | $752k | 9.5k | 79.16 |
| 2025-03-31 | $812k | 9.0k | 89.76 |
| 2024-12-31 | $930k | 9.5k | 98.28 |
| 2024-09-30 | $1.1M | 9.9k | 113.69 |
| 2024-06-30 | $1.2M | 9.9k | 123.80 |
| 2024-03-31 | $1.3M | 9.6k | 131.95 |
| 2023-09-30 | $960k | 9.3k | 102.95 |
| 2023-06-30 | $982k | 9.3k | 105.28 |
| 2023-03-31 | $1.1M | 9.3k | 115.58 |
| 2022-12-31 | $958k | 9.3k | 103.46 |
More positions owned by Kapstone Financial Advisors
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