Merck & Co shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 29k | 83.93 |
| 2025-06-30 | $1.3M | 17k | 79.16 |
| 2024-12-31 | $737k | 7.4k | 99.48 |
| 2024-09-30 | $725k | 6.4k | 113.56 |
| 2024-06-30 | $703k | 5.7k | 123.81 |
| 2024-03-31 | $591k | 4.5k | 131.94 |
| 2023-12-31 | $505k | 4.6k | 109.01 |
| 2023-09-30 | $471k | 4.6k | 102.95 |
| 2023-06-30 | $466k | 4.0k | 115.39 |
| 2023-03-31 | $429k | 4.0k | 106.39 |
| 2022-12-31 | $529k | 4.8k | 110.96 |
| 2022-09-30 | $389k | 4.5k | 86.16 |
| 2022-06-30 | $427k | 4.7k | 91.14 |
| 2022-03-31 | $687k | 8.4k | 82.05 |
| 2021-12-31 | $623k | 8.1k | 76.62 |
| 2021-09-30 | $652k | 8.7k | 75.11 |
| 2021-06-30 | $387k | 5.0k | 77.77 |
| 2021-03-31 | $383k | 5.0k | 77.08 |
| 2020-12-31 | $307k | 3.8k | 81.82 |