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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
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