BWCS
Beirne Wealth Consulting Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-371
| Closed | -$217K | – | 107 |
|
|
2024
Q3 | $217K | Buy |
+371
| New | +$217K | 0.08% | 92 |
|
|
2024
Q1 | – | Sell |
-1,720
| Closed | -$906K | – | 150 |
|
|
2023
Q4 | $906K | Buy |
+1,720
| New | +$906K | 0.45% | 47 |
|
|
2023
Q1 | – | Sell |
-30,237
| Closed | -$307K | – | 113 |
|
|
2022
Q4 | $307K | Buy |
+30,237
| New | +$307K | 0.15% | 67 |
|
|
2021
Q1 | – | Sell |
-4,472
| Closed | -$1.57M | – | 167 |
|
|
2020
Q4 | $1.57M | Buy |
4,472
+14
| +0.3% | +$4.91K | 0.78% | 23 |
|
|
2020
Q3 | $1.39M | Buy |
+4,458
| New | +$1.39M | 0.81% | 26 |
|
|
2019
Q2 | – | Sell |
-4,773
| Closed | -$1.18M | – | 182 |
|
|
2019
Q1 | $1.18M | Sell |
4,773
-1,408
| -23% | -$348K | 0.93% | 25 |
|
|
2018
Q4 | $1.54M | Buy |
+6,181
| New | +$1.54M | 1.31% | 19 |
|