A detailed history of Heritage Financial Services, LLC transactions in Merck & Co., Inc. stock. As of the latest transaction made, Heritage Financial Services, LLC holds 3,781 shares of MRK stock, worth $478,107. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,781
Previous 3,862 2.1%
Holding current value
$478,107
Previous $421,000 18.29%
% of portfolio
0.08%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$113.24 - $131.95 $9,172 - $10,687
-81 Reduced 2.1%
3,781 $498,000
Q4 2023

Feb 02, 2024

BUY
$100.18 - $109.02 $15,027 - $16,353
150 Added 4.04%
3,862 $421,000
Q3 2023

Oct 19, 2023

BUY
$102.95 - $114.33 $39,121 - $43,445
380 Added 11.4%
3,712 $382,000
Q2 2023

Jul 31, 2023

BUY
$108.61 - $118.38 $5,430 - $5,919
50 Added 1.52%
3,332 $384,000
Q1 2023

May 10, 2023

SELL
$102.94 - $114.86 $20,999 - $23,431
-204 Reduced 5.85%
3,282 $349,000
Q4 2022

Jan 27, 2023

BUY
$87.44 - $112.11 $304,815 - $390,815
3,486 New
3,486 $0
Q2 2022

Jul 19, 2022

BUY
$83.49 - $94.64 $152,703 - $173,096
1,829 New
1,829 $166,000

Others Institutions Holding MRK

About Merck & Co., Inc.


  • Ticker MRK
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 2,533,280,000
  • Market Cap $320B
  • 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, ...
More about MRK
Track This Portfolio

Track Heritage Financial Services, LLC Portfolio

Follow Heritage Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.