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Merck & Co shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Merck & Co

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All positions including Merck & Co held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merck & Co by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $630k 5.6k 113.58
2024-06-30 $698k 5.6k 123.80
2024-03-31 $746k 5.7k 131.94
2023-12-31 $604k 5.5k 109.02
2023-09-30 $594k 5.8k 102.95
2023-06-30 $650k 5.6k 115.39
2023-03-31 $679k 6.4k 106.39
2022-12-31 $725k 6.5k 110.95
2022-09-30 $654k 7.6k 86.02
2022-06-30 $670k 7.4k 91.11
2022-03-31 $704k 8.0k 88.43
2021-12-31 $667k 8.7k 76.63
2021-09-30 $601k 7.9k 75.65
2021-06-30 $693k 8.8k 78.36
2021-03-31 $856k 11k 77.75
2020-12-31 $866k 11k 82.41
2020-09-30 $986k 12k 83.50
2020-06-30 $991k 13k 77.84
2020-03-31 $955k 12k 77.50
2019-12-31 $1.5M 17k 91.53
2019-09-30 $1.5M 18k 84.72
2019-06-30 $1.4M 16k 84.35
2019-03-31 $1.2M 15k 83.69
2018-12-31 $1.4M 19k 76.93
2018-09-30 $1.5M 21k 71.41
2018-06-30 $1.3M 21k 61.17
2018-03-31 $1.1M 20k 54.94
2017-12-31 $980k 17k 56.68
2017-09-30 $990k 15k 64.42
2017-06-30 $995k 15k 64.53
2017-03-31 $914k 15k 63.12
2016-12-31 $954k 15k 62.08
2016-09-30 $849k 14k 62.47
2016-06-30 $846k 15k 57.60
2016-03-31 $775k 15k 52.94
2015-12-31 $380k 7.2k 52.86

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding Merck & Co

BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Northern Trust
T. Rowe Price Associates
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Bank of New York Mellon
Royal Bank of Canada
Amundi
Franklin Resources
Capital World Investors
Wells Fargo & Company
Fisher Investments

View all funds holding Merck & Co