Aevitas Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $999K | Buy |
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|
2021
Q2 | $903K | Sell |
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|
2021
Q1 | $845K | Buy |
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|
2020
Q4 | $777K | Sell |
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|
2020
Q3 | $711K | Buy |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $140K | Buy |
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|
2018
Q4 | $141K | Buy |
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|
2018
Q3 | $150K | Buy |
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|
2018
Q2 | $114K | Hold |
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|
2018
Q1 | $99K | Buy |
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|
2017
Q4 | $102K | Buy |
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