A detailed history of Heritage Wealth Management, LLC transactions in Merck & Co., Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 14,310 shares of MRK stock, worth $1.77 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
14,310
Previous 14,599 1.98%
Holding current value
$1.77 Million
Previous $1.59 Million 18.67%
% of portfolio
0.94%
Previous 0.86%

Shares

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

Apr 25, 2024

SELL
$113.24 - $131.95 $32,726 - $38,133
-289 Reduced 1.98%
14,310 $1.89 Million
Q4 2023

Feb 06, 2024

SELL
$100.18 - $109.02 $3.34 Million - $3.64 Million
-33,356 Reduced 69.56%
14,599 $1.59 Million
Q4 2022

Feb 13, 2023

BUY
$87.44 - $112.11 $2.25 Million - $2.88 Million
25,703 Added 115.51%
47,955 $5.32 Million
Q3 2022

Nov 14, 2022

BUY
$84.53 - $94.96 $113,777 - $127,816
1,346 Added 6.44%
22,252 $1.92 Million
Q2 2022

Aug 15, 2022

BUY
$83.49 - $94.64 $465,957 - $528,185
5,581 Added 36.42%
20,906 $1.91 Million
Q1 2022

Aug 15, 2022

BUY
$73.51 - $82.4 $285,145 - $319,629
3,879 Added 33.89%
15,325 $1.26 Million
Q3 2021

Nov 10, 2021

BUY
$71.68 - $78.83 $74,905 - $82,377
1,045 Added 10.05%
11,446 $860,000
Q2 2021

Aug 11, 2021

BUY
$70.31 - $77.77 $16,171 - $17,887
230 Added 2.26%
10,401 $809,000
Q1 2021

Jul 16, 2021

BUY
$68.86 - $81.11 $700,375 - $824,969
10,171 New
10,171 $784,000

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 $314B
  • 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 Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.