Merck & Co shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Merck & Co
Tip: Access up to 7 years of quarterly data
All positions including Merck & Co held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $394k | 3.5k | 113.54 |
2024-06-30 | $429k | 3.5k | 123.74 |
2024-03-31 | $455k | 3.4k | 132.08 |
2023-12-31 | $375k | 3.4k | 108.95 |
2023-09-30 | $360k | 3.5k | 103.09 |
2023-06-30 | $351k | 3.0k | 115.38 |
2023-03-31 | $3.0k | 324k | 0.01 |
2022-12-31 | $238k | 2.1k | 111.11 |
2022-06-30 | $203k | 2.2k | 91.28 |
2021-06-30 | $133k | 1.7k | 78.05 |
2021-03-31 | $131k | 1.7k | 76.88 |