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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

MRK holding history

Merck & Co., Inc. in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q1 2023 holdings

Shares (Q1 2023)
9,466
Value
$1.01M
% of portfolio
0.2%
Quarters held
9
Since Q1 2021
Holdings of MRK by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20239,466$1.01M0.2%+109+1.2%AddedHolders
Q4 20229,357$1.04M0.3%+113+1.2%AddedHolders
Q3 20229,244$796.0K0.2%00.0%UnchangedHolders
Q2 20229,244$843.0K0.2%00.0%UnchangedHolders
Q1 20229,244$758.0K0.2%+109+1.2%AddedHolders
Q4 20219,135$700.0K0.1%+50+0.6%AddedHolders
Q3 20219,085$682.0K0.1%−110−1.2%ReducedHolders
Q2 20219,195$715.0K0.1%−209−2.2%ReducedHolders
Q1 20219,404$725.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.