Merck & Co shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 25k | 83.93 |
| 2025-06-30 | $1.6M | 21k | 79.16 |
| 2025-03-31 | $737k | 8.2k | 89.76 |
| 2024-12-31 | $1.2M | 12k | 99.48 |
| 2024-09-30 | $2.1M | 19k | 113.56 |
| 2024-06-30 | $2.5M | 20k | 123.80 |
| 2024-03-31 | $3.0M | 23k | 131.95 |
| 2023-12-31 | $2.3M | 22k | 109.02 |
| 2023-09-30 | $2.1M | 21k | 102.95 |
| 2023-06-30 | $2.3M | 20k | 115.39 |
| 2023-03-31 | $1.9M | 18k | 106.40 |
| 2022-12-31 | $2.0M | 18k | 110.95 |
| 2022-09-30 | $1.4M | 16k | 86.14 |
| 2022-06-30 | $1.4M | 16k | 91.14 |
| 2022-03-31 | $1.2M | 15k | 82.03 |
| 2021-12-31 | $1.0M | 14k | 76.67 |
| 2021-09-30 | $939k | 13k | 75.11 |
| 2021-06-30 | $927k | 12k | 77.75 |
| 2021-03-31 | $842k | 11k | 77.09 |
| 2020-12-31 | $678k | 8.3k | 81.77 |
| 2020-09-30 | $711k | 8.6k | 83.00 |
| 2019-12-31 | $416k | 4.6k | 90.95 |
| 2019-09-30 | $389k | 4.6k | 84.20 |
| 2019-06-30 | $414k | 4.9k | 83.94 |
| 2019-03-31 | $401k | 4.8k | 83.23 |
| 2018-12-31 | $365k | 4.8k | 76.36 |
| 2018-09-30 | $231k | 3.3k | 70.66 |
| 2018-06-30 | $221k | 3.5k | 62.84 |
| 2018-03-31 | $176k | 3.1k | 56.48 |
| 2017-12-31 | $177k | 3.1k | 56.28 |