Merck & Co shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 4.5k | 83.93 |
| 2025-06-30 | $397k | 5.0k | 79.16 |
| 2025-03-31 | $425k | 4.7k | 89.76 |
| 2024-12-31 | $465k | 4.7k | 99.48 |
| 2024-09-30 | $516k | 4.5k | 113.57 |
| 2024-06-30 | $562k | 4.5k | 123.80 |
| 2024-03-31 | $619k | 4.7k | 131.94 |
| 2023-12-31 | $519k | 4.8k | 109.03 |
| 2023-09-30 | $490k | 4.8k | 102.95 |
| 2023-06-30 | $549k | 4.8k | 115.40 |
| 2023-03-31 | $506k | 4.8k | 106.39 |
| 2022-03-31 | $238k | 2.9k | 82.04 |
| 2020-12-31 | $1.3M | 17k | 81.81 |
| 2020-09-30 | $1.4M | 17k | 82.94 |
| 2020-06-30 | $1.3M | 17k | 77.33 |
| 2020-03-31 | $1.3M | 17k | 76.91 |
| 2019-12-31 | $1.5M | 16k | 90.92 |
| 2019-09-30 | $1.4M | 16k | 84.19 |
| 2019-06-30 | $1.4M | 17k | 83.83 |
| 2019-03-31 | $1.4M | 17k | 83.18 |
| 2018-12-31 | $1.3M | 17k | 76.42 |
More positions owned by Summit Wealth & Retirement Planning
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