Merck & Co shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Merck & Co
Tip: Access up to 7 years of quarterly data
All positions including Merck & Co held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Merck & Co by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $903k | 9.1k | 99.48 |
| 2024-09-30 | $1.0M | 9.2k | 113.57 |
| 2024-06-30 | $1.1M | 8.9k | 123.80 |
| 2024-03-31 | $1.1M | 8.6k | 131.95 |
| 2023-12-31 | $847k | 7.8k | 109.02 |
| 2023-09-30 | $754k | 7.3k | 102.95 |
| 2023-06-30 | $955k | 8.3k | 115.40 |
| 2023-03-31 | $851k | 8.0k | 106.39 |
| 2022-12-31 | $852k | 7.7k | 110.95 |
| 2022-09-30 | $562k | 6.5k | 86.10 |
| 2022-06-30 | $687k | 7.5k | 91.21 |
| 2022-03-31 | $412k | 5.0k | 81.97 |
| 2021-12-31 | $202k | 2.6k | 76.75 |
| 2021-09-30 | $229k | 3.0k | 75.13 |
| 2021-06-30 | $229k | 2.9k | 77.68 |
| 2021-03-31 | $238k | 3.1k | 77.25 |
| 2020-12-31 | $235k | 2.9k | 81.91 |