MWM
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Meritas Wealth Management’s UnitedHealth UNH Stock Holding History

Meritas Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-413
Closed -$204K – 49
2024
Q1 		$204K Sell
413
-6
-1% -$2.97K 0.14% 48
2023
Q4 		$221K Buy
+419
New +$221K 0.17% 47