Ahrens Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $211K | Sell |
447
-141
| -24% | -$66.6K | 0.1% | 134 |
|
|
2022
Q4 | $312K | Sell |
588
-149
| -20% | -$79K | 0.14% | 114 |
|
|
2022
Q3 | $372K | Buy |
737
+126
| +21% | +$63.6K | 0.2% | 95 |
|
|
2022
Q2 | $314K | Sell |
611
-192
| -24% | -$98.7K | 0.14% | 121 |
|
|
2022
Q1 | $409K | Sell |
803
-484
| -38% | -$247K | 0.13% | 122 |
|
|
2021
Q4 | $646K | Buy |
+1,287
| New | +$646K | 0.29% | 76 |
|
|
2020
Q3 | – | Sell |
-970
| Closed | -$286K | – | 197 |
|
|
2020
Q2 | $286K | Buy |
+970
| New | +$286K | 0.17% | 105 |
|