Baron Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-255
| Closed | -$131K | – | 185 |
|
|
2022
Q2 | $131K | Sell |
255
-25
| -9% | -$12.8K | 0.09% | 52 |
|
|
2022
Q1 | $143K | Sell |
280
-25
| -8% | -$12.7K | 0.08% | 54 |
|
|
2021
Q4 | $153K | Hold |
305
| – | – | 0.09% | 55 |
|
|
2021
Q3 | $119K | Hold |
305
| – | – | 0.07% | 60 |
|
|
2021
Q2 | $122K | Hold |
305
| – | – | 0.08% | 60 |
|
|
2021
Q1 | $113K | Sell |
305
-18
| -6% | -$6.7K | 0.08% | 61 |
|
|
2020
Q4 | $113K | Hold |
323
| – | – | 0.09% | 59 |
|
|
2020
Q3 | $101K | Buy |
+323
| New | +$101K | 0.09% | 60 |
|