Merriman Wealth Management’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $980K | Hold |
34,439
| – | – | 0.04% | 85 |
|
|
2024
Q3 | $721K | Hold |
34,439
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $740K | Hold |
34,439
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $750K | Sell |
34,439
-8,896
| -21% | -$194K | 0.03% | 113 |
|
|
2023
Q4 | $872K | Hold |
43,335
| – | – | 0.04% | 100 |
|
|
2023
Q3 | $856K | Hold |
43,335
| – | – | 0.04% | 90 |
|
|
2023
Q2 | $982K | Buy |
+43,335
| New | +$982K | 0.05% | 103 |
|