Berman Capital Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$2.2M Buy
2021
Q2
$1.83M Buy
2021
Q1
$1.51M Buy
2020
Q4
$1.29M Buy
2020
Q3
$614K Sell
2020
Q2
$605K Buy
2020
Q1
$376K Buy
2019
Q4
$257K Buy
2019
Q3
$183K Sell
2019
Q2
$268K Buy
2019
Q1
$176K Buy
2018
Q4
$162K Buy