Merck & Co shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Merck & Co
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All positions including Merck & Co held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Merck & Co by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 3.2k | 84.12 |
| 2025-03-31 | $303k | 3.4k | 89.75 |
| 2024-12-31 | $316k | 3.2k | 99.48 |
| 2024-09-30 | $238k | 2.1k | 113.58 |
| 2024-03-31 | $205k | 1.6k | 131.94 |
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