SEC 13F Intelligence

Systm Wealth Solutions LLC / MRK

Systm Wealth Solutions LLC’s Merck & Co Inc Position

Does Systm Wealth Solutions LLC own Merck & Co Inc (MRK)? Yes334 shares worth $38,174 (+1.16% of its 13F portfolio) as of Q3 2024, down from 25.0K shares the prior filed quarter.

Position Value
$38,174
Q3 2024
Shares
334
% of Portfolio
+1.16%
Quarters Held
8
currently held

Position History MRK

Reported value by quarter
Q4 ’22: $10MQ4 ’22Q1 ’23: $9MQ1 ’23Q2 ’23: $7MQ2 ’23Q3 ’23: $5MQ3 ’23Q4 ’23: $6MQ4 ’23Q1 ’24: $7MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $38,174Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024334$38,174+1.16%
Q2 202425.0K$3M+0.69%
Q1 202449.1K$7M+0.82%
Q4 202351.4K$6M+0.78%
Q3 202350.8K$5M+0.80%
Q2 202360.9K$7M+0.95%
Q1 202381.9K$9M+1.34%
Q4 202286.6K$10M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of MRK.