Bassett Hargrove Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.22M | Sell |
2,421
-35
| -1% | -$17.7K | 2.05% | 20 |
|
|
2023
Q2 | $1.3M | Buy |
2,456
+25
| +1% | +$13.2K | 2.44% | 16 |
|
|
2023
Q1 | $1.15M | Sell |
2,431
-25
| -1% | -$11.8K | 2.01% | 21 |
|
|
2022
Q4 | $1.3M | Sell |
2,456
-20
| -0.8% | -$10.6K | 2.44% | 16 |
|
|
2022
Q3 | $1.25M | Buy |
+2,476
| New | +$1.25M | 2.53% | 12 |
|
|
2022
Q1 | $1.36M | Sell |
2,668
-22
| -0.8% | -$11.2K | 2.07% | 19 |
|
|
2021
Q4 | $1.35M | Buy |
2,690
+10
| +0.4% | +$5.02K | 1.95% | 21 |
|
|
2021
Q3 | $1.07M | Hold |
2,680
| – | – | 1.6% | 29 |
|
|
2021
Q2 | $1.07M | Buy |
+2,680
| New | +$1.07M | 1.6% | 29 |
|