Merriman Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $449K | Buy |
888
+178
| +25% | +$90.1K | 0.02% | 138 |
|
|
2024
Q3 | $415K | Buy |
710
+5
| +0.7% | +$2.93K | 0.02% | 154 |
|
|
2024
Q2 | $359K | Sell |
705
-41
| -5% | -$20.9K | 0.02% | 158 |
|
|
2024
Q1 | $369K | Sell |
746
-418
| -36% | -$207K | 0.02% | 153 |
|
|
2023
Q4 | $613K | Buy |
1,164
+501
| +76% | +$264K | 0.03% | 115 |
|
|
2023
Q3 | $334K | Buy |
663
+21
| +3% | +$10.6K | 0.02% | 141 |
|
|
2023
Q2 | $309K | Buy |
642
+19
| +3% | +$9.13K | 0.02% | 172 |
|
|
2023
Q1 | $294K | Sell |
623
-52
| -8% | -$24.6K | 0.02% | 162 |
|
|
2022
Q4 | $358K | Buy |
+675
| New | +$358K | 0.02% | 158 |
|
|
2019
Q1 | – | Sell |
-1,168
| Closed | -$280K | – | 228 |
|
|
2018
Q4 | $280K | Buy |
1,168
+77
| +7% | +$18.5K | 0.06% | 129 |
|
|
2018
Q3 | $290K | Sell |
1,091
-426
| -28% | -$113K | 0.06% | 144 |
|
|
2018
Q2 | $372K | Buy |
1,517
+201
| +15% | +$49.3K | 0.08% | 126 |
|
|
2018
Q1 | $282K | Buy |
1,316
+15
| +1% | +$3.21K | 0.07% | 152 |
|
|
2017
Q4 | $287K | Buy |
+1,301
| New | +$287K | 0.07% | 144 |
|