Heartwood Wealth Advisors LLC Merck & Co., Inc. Transaction History

Heartwood Wealth Advisors LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 19, 2023	BUY	$108.61 - $118.38 $93,295 - $101,688	859 Added 15.64%	6,351 $732,000
Q1 2023 Apr 14, 2023	SELL	$102.94 - $114.86 $538,273 - $600,602	-5,229 Reduced 48.77%	5,492 $584,000
Q4 2022 Jan 12, 2023	SELL	$87.44 - $112.11 $157,829 - $202,358	-1,805 Reduced 14.41%	10,721 $0
Q3 2022 Oct 25, 2022	BUY	$84.53 - $94.96 $118,933 - $133,608	1,407 Added 12.65%	12,526 $1.08 Million
Q2 2022 Jul 25, 2022	BUY	$83.49 - $94.64 $68,879 - $78,078	825 Added 8.01%	11,119 $1.01 Million
Q1 2022 Apr 26, 2022	BUY	$73.51 - $82.4 $83,801 - $93,936	1,140 Added 12.45%	10,294 $845,000
Q4 2021 Jan 12, 2022	BUY	$72.28 - $90.54 $32,020 - $40,109	443 Added 5.09%	9,154 $702,000
Q3 2021 Oct 12, 2021	BUY	$71.68 - $78.83 $19,138 - $21,047	267 Added 3.16%	8,711 $654,000
Q2 2021 Jul 21, 2021	BUY	$70.31 - $77.77 $232,866 - $257,574	3,312 Added 64.54%	8,444 $657,000
Q1 2021 Apr 19, 2021	BUY	$68.86 - $81.11 $43,794 - $51,585	636 Added 14.15%	5,132 $396,000
Q1 2020 May 04, 2020	SELL	$63.36 - $87.82 $6,336 - $8,782	-100 Reduced 2.18%	4,496 $346,000
Q4 2019 Jan 31, 2020	BUY	$77.58 - $87.54 $356,557 - $402,333	4,596 New	4,596 $418,000

3,820

1.88B

15.6M

13.7M

Ticker MRK
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,533,280,000
Market Cap $251B
Description
Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular, and diabetes, as well as vaccine products, ...

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.