Ownership history in Towerpoint Wealth, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in MERCK & CO. INC (MRK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,714 | -230 | -5.8% | 0.13% | $312K | $82.61 |
| 2025 Q2 | REDUCED | 3,944 | -164 | -4.0% | 0.14% | $312K | $77.15 |
| 2025 Q1 | ADDED | 4,108 | +1,463 | +55.3% | 0.18% | $369K | $86.61 |
| 2024 Q4 | REDUCED | 2,645 | -494 | -15.7% | 0.13% | $263K | $95.17 |
| 2024 Q3 | REDUCED | 3,139 | -25 | -0.8% | 0.17% | $356K | $107.78 |
| 2024 Q2 | ADDED | 3,164 | +813 | +34.6% | 0.20% | $392K | $116.72 |
| 2024 Q1 | REDUCED | 2,351 | -4 | -0.2% | 0.16% | $310K | $123.66 |
| 2023 Q4 | ADDED | 2,355 | +18 | +0.8% | 0.14% | $257K | $101.53 |
| 2023 Q3 | ADDED | 2,337 | +8 | +0.3% | 0.14% | $241K | $95.18 |
| 2023 Q2 | ADDED | 2,329 | +62 | +2.7% | 0.15% | $269K | $105.96 |
As of 2025 Q4 — sorted by position size