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Larry Mathis Financial Planning, LLC → MRK

Larry Mathis Financial Planning, LLC MRK Position History

Merck & Co., Inc. • Healthcare

Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$953K
Q1 2026$1.1M
Q2 2026$1.2M
Q2 2026$1.2M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M8.5K——
Q2 2026$1.2M9.0K——
Q2 2026$1.2M9.0K——
Q1 2026$1.1M8.8K——
Q4 2025$953K9.1K——

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