BAM
Baldrige Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $61K | Buy |
130
+5
| +4% | +$2.35K | 0.03% | 166 |
|
|
2022
Q4 | $66K | Hold |
125
| – | – | 0.03% | 162 |
|
|
2022
Q3 | $63K | Hold |
125
| – | – | 0.03% | 156 |
|
|
2022
Q2 | $64K | Hold |
125
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $64K | Sell |
125
-42
| -25% | -$21.5K | 0.03% | 155 |
|
|
2021
Q4 | $84K | Hold |
167
| – | – | 0.03% | 142 |
|
|
2021
Q3 | $65K | Hold |
167
| – | – | 0.03% | 149 |
|
|
2021
Q2 | $67K | Buy |
+167
| New | +$67K | 0.03% | 147 |
|
|
2020
Q1 | – | Sell |
-181
| Closed | -$53K | – | 86 |
|
|
2019
Q4 | $53K | Sell |
181
-11
| -6% | -$3.22K | 0.04% | 77 |
|
|
2019
Q3 | $42K | Hold |
192
| – | – | 0.04% | 75 |
|
|
2019
Q2 | $47K | Hold |
192
| – | – | 0.04% | 72 |
|
|
2019
Q1 | $47K | Buy |
+192
| New | +$47K | 0.05% | 70 |
|