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Merriman Wealth Management’s United Fire Group UFCS Stock Holding History

Merriman Wealth Management’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$198K 0.03% 113
2023
Q4 		$872K Hold
43,335
– – 0.04% 101
2023
Q3 		$856K Hold
43,335
– – 0.04% 90
2023
Q2 		$982K Buy
+43,335
New +$1.07M 0.05% 104

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