Summit Wealth & Retirement Planning, Inc. Merck & Co., Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Merck & Co., Inc. stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,542 shares of MRK stock, worth $437,440. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,542

Previous 4,541 0.02%

Holding current value

$437,440

Previous $562,000 8.36%

% of portfolio

0.17%

Previous 0.2%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$111.15 - $128.97 $111 - $128	1 Added 0.02%	4,542 $515,000
Q2 2024 Aug 06, 2024	SELL	$123.8 - $132.96 $18,817 - $20,209	-152 Reduced 3.24%	4,541 $562,000
Q1 2024 May 09, 2024	SELL	$113.24 - $131.95 $7,926 - $9,236	-70 Reduced 1.47%	4,693 $619,000
Q4 2023 Feb 01, 2024	BUY	$100.18 - $109.02 $100 - $109	1 Added 0.02%	4,763 $519,000
Q3 2023 Oct 25, 2023	BUY	$102.95 - $114.33 $205 - $228	2 Added 0.04%	4,762 $490,000
Q2 2023 Jul 26, 2023	BUY	$108.61 - $118.38 $108 - $118	1 Added 0.02%	4,760 $549,000
Q1 2023 May 11, 2023	BUY	$102.94 - $114.86 $489,891 - $546,618	4,759 New	4,759 $506,000
Q2 2022 Aug 02, 2022	SELL	$83.49 - $94.64 $242,204 - $274,550	-2,901 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$73.51 - $82.4 $213,252 - $239,042	2,901 New	2,901 $238,000
Q1 2021 May 10, 2021	SELL	$68.86 - $81.11 $1.13 Million - $1.34 Million	-16,478 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$71.77 - $79.65 $2,009 - $2,230	-28 Reduced 0.17%	16,478 $1.35 Million
Q3 2020 Nov 10, 2020	BUY	$73.18 - $82.95 $2,268 - $2,571	31 Added 0.19%	16,506 $1.37 Million
Q2 2020 Aug 13, 2020	BUY	$70.42 - $80.13 $140 - $160	2 Added 0.01%	16,475 $1.27 Million
Q1 2020 May 11, 2020	BUY	$63.36 - $87.82 $12,355 - $17,124	195 Added 1.2%	16,473 $1.27 Million
Q4 2019 Feb 10, 2020	BUY	$77.58 - $87.54 $7,835 - $8,841	101 Added 0.62%	16,278 $1.48 Million
Q3 2019 Nov 12, 2019	SELL	$76.08 - $82.93 $37,963 - $41,382	-499 Reduced 2.99%	16,177 $1.36 Million
Q2 2019 Aug 06, 2019	BUY	$69.84 - $81.59 $139 - $163	2 Added 0.01%	16,676 $1.4 Million
Q1 2019 May 08, 2019	BUY	$69.58 - $79.36 $12,941 - $14,760	186 Added 1.13%	16,674 $1.39 Million
Q4 2018 Feb 08, 2019	BUY	$65.24 - $75.71 $1.08 Million - $1.25 Million	16,488 New	16,488 $1.26 Million

Others Institutions Holding MRK

# of Institutions

3,821

Shares Held

1.88B

Call Options Held

15.6M

Put Options Held

13.7M

View Full List

About Merck & Co., Inc.

Ticker MRK
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,533,280,000
Market Cap $244B
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, ...

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Summit Wealth & Retirement Planning, Inc. Merck & Co., Inc. Transaction History