AMJ Financial Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-425
| Closed | -$225K | – | 69 |
|
|
2022
Q4 | $225K | Hold |
425
| – | – | 0.13% | 53 |
|
|
2022
Q3 | $215K | Buy |
+425
| New | +$215K | 0.14% | 48 |
|
|
2022
Q2 | – | Sell |
-604
| Closed | -$308K | – | 86 |
|
|
2022
Q1 | $308K | Hold |
604
| – | – | 0.12% | 70 |
|
|
2021
Q4 | $303K | Sell |
604
-28
| -4% | -$14K | 0.11% | 76 |
|
|
2021
Q3 | $247K | Sell |
632
-36
| -5% | -$14.1K | 0.1% | 83 |
|
|
2021
Q2 | $267K | Buy |
668
+78
| +13% | +$31.2K | 0.12% | 83 |
|
|
2021
Q1 | $220K | Sell |
590
-1,474
| -71% | -$550K | 0.11% | 80 |
|
|
2020
Q4 | $724K | Sell |
2,064
-142
| -6% | -$49.8K | 0.37% | 46 |
|
|
2020
Q3 | $688K | Buy |
2,206
+34
| +2% | +$10.6K | 0.41% | 40 |
|
|
2020
Q2 | $641K | Buy |
+2,172
| New | +$641K | 0.44% | 42 |
|