Merck & Co shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Merck & Co
Tip: Access up to 7 years of quarterly data
All positions including Merck & Co held by Roberts Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Merck & Co by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 65k | 83.93 |
| 2025-06-30 | $5.1M | 64k | 79.16 |
| 2025-03-31 | $5.3M | 59k | 89.76 |
| 2024-12-31 | $5.9M | 59k | 100.09 |
| 2024-09-30 | $3.0M | 28k | 108.52 |
| 2024-06-30 | $3.4M | 27k | 126.04 |
| 2024-03-31 | $3.0M | 24k | 126.19 |
| 2023-12-31 | $8.2M | 23k | 355.28 |
| 2023-09-30 | $2.2M | 21k | 104.14 |
| 2023-06-30 | $2.4M | 21k | 115.39 |
| 2023-03-31 | $2.3M | 21k | 108.83 |
| 2022-12-31 | $2.3M | 20k | 111.14 |
| 2022-06-30 | $1.9M | 20k | 92.79 |
| 2022-03-31 | $1.6M | 19k | 83.55 |
| 2021-12-31 | $1.4M | 18k | 76.85 |
| 2021-09-30 | $1.2M | 15k | 75.11 |