Merck & Co shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Merck & Co
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Quarterly reported holdings in Merck & Co by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 70k | 83.93 |
| 2025-06-30 | $5.2M | 85k | 61.69 |
| 2025-03-31 | $6.1M | 86k | 70.26 |
| 2024-12-31 | $7.0M | 89k | 78.45 |
| 2024-09-30 | $8.3M | 92k | 90.34 |
| 2024-06-30 | $9.5M | 96k | 99.54 |
| 2024-03-31 | $9.6M | 94k | 101.68 |
| 2023-12-31 | $8.3M | 95k | 87.48 |
| 2023-09-30 | $8.0M | 97k | 82.96 |
| 2023-06-30 | $8.8M | 95k | 92.68 |
| 2023-03-31 | $7.5M | 89k | 84.01 |
| 2022-12-31 | $7.3M | 85k | 86.34 |
| 2022-09-30 | $5.8M | 87k | 67.48 |
| 2022-06-30 | $5.7M | 81k | 70.01 |
| 2022-03-31 | $5.4M | 85k | 63.88 |
| 2021-12-31 | $4.4M | 77k | 57.91 |
| 2021-09-30 | $4.6M | 80k | 57.58 |
| 2021-06-30 | $3.9M | 69k | 56.79 |
| 2021-03-31 | $3.5M | 64k | 54.38 |
| 2020-12-31 | $3.2M | 57k | 55.07 |
| 2020-09-30 | $2.2M | 27k | 82.96 |
| 2020-06-30 | $1.6M | 21k | 77.35 |
| 2020-03-31 | $1.4M | 17k | 82.37 |
| 2019-12-31 | $1.3M | 14k | 90.96 |
| 2019-09-30 | $1.1M | 14k | 84.21 |
| 2019-06-30 | $1.2M | 14k | 83.88 |
| 2019-03-31 | $974k | 12k | 83.18 |
| 2018-12-31 | $1.2M | 15k | 76.43 |
| 2018-09-30 | $1.7M | 24k | 73.56 |
| 2018-06-30 | $1.6M | 24k | 66.70 |
| 2018-03-31 | $1.2M | 22k | 54.48 |
| 2017-12-31 | $2.0M | 36k | 56.26 |
| 2017-09-30 | $1.7M | 26k | 64.01 |