Beam Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-406
| Closed | -$201K | – | 149 |
|
|
2024
Q1 | $201K | Sell |
406
-79
| -16% | -$39.1K | 0.12% | 110 |
|
|
2023
Q4 | $255K | Buy |
485
+1
| +0.2% | +$526 | 0.16% | 85 |
|
|
2023
Q3 | $244K | Buy |
484
+23
| +5% | +$11.6K | 0.17% | 86 |
|
|
2023
Q2 | $221K | Buy |
+461
| New | +$221K | 0.15% | 93 |
|
|
2021
Q4 | – | Sell |
-1,333
| Closed | -$521K | – | 139 |
|
|
2021
Q3 | $521K | Buy |
1,333
+41
| +3% | +$16K | 0.45% | 74 |
|
|
2021
Q2 | $517K | Buy |
1,292
+35
| +3% | +$14K | 0.45% | 75 |
|
|
2021
Q1 | $468K | Buy |
1,257
+1
| +0.1% | +$372 | 0.42% | 77 |
|
|
2020
Q4 | $441K | Hold |
1,256
| – | – | 0.42% | 77 |
|
|
2020
Q3 | $392K | Buy |
1,256
+30
| +2% | +$9.36K | 0.37% | 83 |
|
|
2020
Q2 | $371K | Hold |
1,226
| – | – | 0.37% | 83 |
|
|
2020
Q1 | $306K | Buy |
+1,226
| New | +$306K | 0.3% | 104 |
|