BWM
BNC Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,005
| Closed | -$3.31M | – | 117 |
|
|
2023
Q1 | $3.31M | Buy |
7,005
+28
| +0.4% | +$13.2K | 1.85% | 13 |
|
|
2022
Q4 | $3.7M | Sell |
6,977
-25
| -0.4% | -$13.3K | 2.19% | 10 |
|
|
2022
Q3 | $3.54M | Sell |
7,002
-339
| -5% | -$171K | 2.14% | 11 |
|
|
2022
Q2 | $3.77M | Sell |
7,341
-72
| -1% | -$37K | 1.97% | 11 |
|
|
2022
Q1 | $3.78M | Buy |
7,413
+404
| +6% | +$206K | 1.86% | 11 |
|
|
2021
Q4 | $3.52M | Buy |
+7,009
| New | +$3.52M | 1.67% | 16 |
|