Abacus Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-756
| Closed | -$363K | – | 86 |
|
|
2023
Q2 | $363K | Buy |
756
+81
| +12% | +$38.9K | 0.11% | 57 |
|
|
2023
Q1 | $334K | Buy |
+675
| New | +$334K | 0.11% | 58 |
|
|
2021
Q4 | – | Sell |
-542
| Closed | -$212K | – | 132 |
|
|
2021
Q3 | $212K | Sell |
542
-61
| -10% | -$23.9K | 0.08% | 104 |
|
|
2021
Q2 | $242K | Buy |
603
+30
| +5% | +$12K | 0.09% | 94 |
|
|
2021
Q1 | $213K | Buy |
+573
| New | +$213K | 0.15% | 103 |
|