Merck & Co shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.9M | 61k | 113.56 |
| 2024-06-30 | $6.2M | 50k | 123.80 |
| 2024-03-31 | $5.0M | 38k | 131.95 |
| 2023-12-31 | $5.4M | 49k | 109.02 |
| 2023-09-30 | $4.4M | 21k | 205.91 |
| 2023-06-30 | $3.1M | 27k | 115.39 |