Shakespeare Wealth Management, LLC MRK Holdings History
Shakespeare Wealth Management, LLC's Merck & Co Inc Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 5,483.00 shares of Merck & Co Inc(MRK), totaling $492,140.00. This investment constitutes 0.13% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0% of the outstanding Merck & Co Inc(MRK) stock.
The initial trade took place in 2023Q3. And since then Shakespeare Wealth Management, LLC has made 3 purchases of MRK, at an average price of $103.81, for a total of 9,963.00 shares. In addition, there have been 2 sales at an average price of $110.07 for 4,480.00 shares. Based on historical transaction data and MRK's current price of $84.11, Shakespeare Wealth Management, LLC's estimated gain on his MRK holdings is $-79,903.20, reflecting a -7.73% gain to date.
Shakespeare Wealth Management, LLC MRK ($84.11) Holding Chart
Shakespeare Wealth Management, LLC MRK ($84.11) 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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