Merck & Co shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Merck & Co
Tip: Access up to 7 years of quarterly data
All positions including Merck & Co held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Merck & Co by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $509k | 6.0k | 84.73 |
| 2025-06-30 | $418k | 5.2k | 79.95 |
| 2025-03-31 | $562k | 6.2k | 90.57 |
| 2024-12-31 | $654k | 6.5k | 100.29 |
| 2024-09-30 | $760k | 6.6k | 114.32 |
| 2024-06-30 | $951k | 7.6k | 124.57 |
| 2024-03-31 | $971k | 7.3k | 132.71 |
| 2023-12-31 | $750k | 6.8k | 109.79 |
| 2023-09-30 | $689k | 6.6k | 103.69 |
| 2023-06-30 | $700k | 6.0k | 116.12 |
| 2023-03-31 | $649k | 6.1k | 107.13 |
| 2022-12-31 | $676k | 6.1k | 111.67 |
| 2022-09-30 | $543k | 6.3k | 86.74 |
| 2022-06-30 | $585k | 6.4k | 91.55 |
| 2022-03-31 | $565k | 6.8k | 82.75 |
| 2021-12-31 | $559k | 7.2k | 77.26 |
| 2021-09-30 | $508k | 6.7k | 75.62 |
| 2021-06-30 | $540k | 6.9k | 78.44 |
| 2021-03-31 | $539k | 6.9k | 77.77 |
| 2020-12-31 | $559k | 6.8k | 82.47 |