Number of Shares
291,300.00
Current Holdings Value*
$26.15 Mil
% of Portfolio
2.15%
Total Estimate Gain
$-2.43 Mil
% of Total Estimate Gain
-9.08%

Schechter Investment Advisors, LLC's Merck & Co Inc Holding Summary

As of 2025-03-31, Schechter Investment Advisors, LLC held 291,300.00 shares of Merck & Co Inc(MRK), totaling $26.15 Mil. This investment constitutes 2.15% of their stock portfolio, and Schechter Investment Advisors, LLC now holds 0.01% of the outstanding Merck & Co Inc(MRK) stock.

The initial trade took place in 2021Q4. And since then Schechter Investment Advisors, LLC has made 3 purchases of MRK, at an average price of $88.84, for a total of 300,753.00 shares. In addition, there have been 8 sales at an average price of $105.78 for 9,453.00 shares. Based on historical transaction data and MRK's current price of $79.96, Schechter Investment Advisors, LLC's estimated gain on his MRK holdings is $-2.43 Mil, reflecting a -9.08% gain to date.

Schechter Investment Advisors, LLC MRK ($79.96) Holding Chart

Schechter Investment Advisors, LLC MRK ($79.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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