Merck & Co shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 2.8k | 83.93 |
| 2025-06-30 | $227k | 2.9k | 79.16 |
| 2025-03-31 | $224k | 2.5k | 89.76 |
| 2024-12-31 | $248k | 2.5k | 99.48 |
| 2024-09-30 | $307k | 2.7k | 113.58 |
| 2024-06-30 | $334k | 2.7k | 123.80 |
| 2024-03-31 | $356k | 2.7k | 131.94 |
| 2023-12-31 | $294k | 2.7k | 109.04 |
| 2023-09-30 | $278k | 2.7k | 102.95 |
| 2023-06-30 | $311k | 2.7k | 115.37 |
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