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CIC Wealth, LLC

SEC CIK
0001965909
Latest filing
Nov 8, 2024

MRK holding history

Merck & Co., Inc. in every 13F filed by CIC 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 Q3 2024 holdings

Shares (Q3 2024)
5,664
Value
$643.2K
% of portfolio
0.2%
Quarters held
8
Since Q4 2022
Holdings of MRK by CIC Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20245,664$643.2K0.2%−126−2.2%ReducedHolders
Q2 20245,790$716.8K0.2%+1,063+22.5%AddedHolders
Q1 20244,727$623.7K0.2%+19+0.4%AddedHolders
Q4 20234,708$513.3K0.2%+2,380+102.2%AddedHolders
Q3 20232,328$239.7K0.1%+74+3.3%AddedHolders
Q2 20232,254$260.1K0.1%−100−4.2%ReducedHolders
Q1 20232,354$250.4K0.1%+230+10.8%AddedHolders
Q4 20222,124$235.7K0.1%–No prior filingHolders