BFA
BMS Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $592K | Sell |
1,232
-470
| -28% | -$226K | 0.39% | 42 |
|
|
2023
Q1 | $804K | Buy |
1,702
+160
| +10% | +$75.6K | 0.56% | 31 |
|
|
2022
Q4 | $818K | Sell |
1,542
-8
| -0.5% | -$4.24K | 0.54% | 28 |
|
|
2022
Q3 | $783K | Buy |
1,550
+238
| +18% | +$120K | 0.55% | 31 |
|
|
2022
Q2 | $674K | Buy |
+1,312
| New | +$674K | 0.44% | 35 |
|