UnitedHealth shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $449k | 888 | 506.01 |
| 2024-09-30 | $415k | 710 | 585.04 |
| 2024-06-30 | $359k | 705 | 509.58 |
| 2024-03-31 | $369k | 746 | 494.70 |
| 2023-09-30 | $334k | 663 | 504.19 |
| 2023-06-30 | $309k | 642 | 480.64 |
| 2023-03-31 | $294k | 623 | 472.59 |
| 2022-12-31 | $358k | 675 | 530.18 |
| 2018-12-31 | $280k | 1.2k | 239.73 |
| 2018-09-30 | $290k | 1.1k | 265.81 |
| 2018-06-30 | $372k | 1.5k | 245.22 |
| 2018-03-31 | $282k | 1.3k | 214.29 |
| 2017-12-31 | $287k | 1.3k | 220.60 |
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