Number of Shares
5,483.00
Current Holdings Value*
$492,140.00
% of Portfolio
0.13%
Total Estimate Gain
$-80,615.99
% of Total Estimate Gain
-7.79%

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 $83.98, Shakespeare Wealth Management, LLC's estimated gain on his MRK holdings is $-80,615.99, reflecting a -7.79% gain to date.

Shakespeare Wealth Management, LLC MRK ($83.98) Holding Chart

Shakespeare Wealth Management, LLC MRK ($83.98) 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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