Merck & Co shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 13k | 113.56 |
| 2024-06-30 | $1.5M | 13k | 123.80 |
| 2024-03-31 | $1.6M | 13k | 131.95 |
| 2023-12-31 | $1.3M | 12k | 109.02 |
| 2023-09-30 | $1.3M | 13k | 102.95 |
| 2023-06-30 | $1.4M | 13k | 115.39 |
| 2023-03-31 | $1.3M | 13k | 106.39 |
| 2022-12-31 | $1.4M | 13k | 110.95 |
| 2022-09-30 | $1.1M | 13k | 86.12 |
| 2022-06-30 | $1.0M | 11k | 91.17 |
| 2022-03-31 | $939k | 11k | 82.05 |
| 2021-12-31 | $877k | 11k | 76.64 |
| 2021-09-30 | $859k | 11k | 75.11 |
| 2021-06-30 | $890k | 11k | 77.77 |
| 2021-03-31 | $886k | 12k | 77.09 |
| 2020-12-31 | $955k | 12k | 81.80 |
| 2020-09-30 | $961k | 12k | 82.95 |
| 2020-06-30 | $906k | 12k | 77.33 |
| 2020-03-31 | $894k | 12k | 76.94 |
| 2019-12-31 | $1.1M | 12k | 90.95 |