Wescott Financial Advisory Group, LLC Merck & Co., Inc. Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Merck & Co., Inc. stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 163,350 shares of MRK stock, worth $15.2 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

163,350

Previous 168,165 2.86%

Holding current value

$15.2 Million

Previous $19.1 Million 14.9%

% of portfolio

1.89%

Previous 2.32%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$96.31 - $114.76 $463,732 - $552,569	-4,815 Reduced 2.86%	163,350 $16.3 Million
Q3 2024 Nov 12, 2024	BUY	$111.15 - $128.97 $181,730 - $210,865	1,635 Added 0.98%	168,165 $19.1 Million
Q2 2024 Aug 14, 2024	BUY	$123.8 - $132.96 $625,561 - $671,846	5,053 Added 3.13%	166,530 $20.6 Million
Q1 2024 May 13, 2024	BUY	$113.24 - $131.95 $1.23 Million - $1.43 Million	10,869 Added 7.22%	161,477 $21.3 Million
Q4 2023 Feb 13, 2024	SELL	$100.18 - $109.02 $129,232 - $140,635	-1,290 Reduced 0.85%	150,608 $16.4 Million
Q3 2023 Nov 09, 2023	BUY	$102.95 - $114.33 $8,133 - $9,032	79 Added 0.05%	151,898 $15.6 Million
Q2 2023 Aug 11, 2023	BUY	$108.61 - $118.38 $467,457 - $509,507	4,304 Added 2.92%	151,819 $17.5 Million
Q1 2023 May 10, 2023	SELL	$102.94 - $114.86 $115,189 - $128,528	-1,119 Reduced 0.75%	147,515 $15.7 Million
Q4 2022 Feb 06, 2023	SELL	$87.44 - $112.11 $52,901 - $67,826	-605 Reduced 0.41%	148,634 $16.5 Million
Q3 2022 Nov 14, 2022	BUY	$84.53 - $94.96 $544,035 - $611,162	6,436 Added 4.51%	149,239 $12.9 Million
Q2 2022 Jul 28, 2022	BUY	$83.49 - $94.64 $596,536 - $676,202	7,145 Added 5.27%	142,803 $13 Million
Q1 2022 May 16, 2022	BUY	$73.51 - $82.4 $8.15 Million - $9.14 Million	110,883 Added 447.56%	135,658 $11.1 Million
Q4 2021 Jan 31, 2022	SELL	$72.28 - $90.54 $22,840 - $28,610	-316 Reduced 1.26%	24,775 $1.9 Million
Q3 2021 Oct 29, 2021	SELL	$71.68 - $78.83 $37,273 - $40,991	-520 Reduced 2.03%	25,091 $1.89 Million
Q2 2021 Aug 10, 2021	SELL	$70.31 - $77.77 $16,100 - $17,809	-229 Reduced 0.89%	25,611 $2.01 Million
Q1 2021 Jun 25, 2021	BUY	$68.86 - $81.11 $75,057 - $88,409	1,090 Added 4.4%	25,840 $1.99 Million
Q4 2020 Jun 25, 2021	BUY	$71.77 - $79.65 $1.78 Million - $1.97 Million	24,750 New	24,750 $2.03 Million

Others Institutions Holding MRK

# of Institutions

3,963

Shares Held

1.94B

Call Options Held

16M

Put Options Held

15M

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 $236B
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

Portfolio Update

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

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Merck & Co., Inc. Transaction History