BFA
Brendel Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,168
| Closed | -$1.57M | – | 95 |
|
|
2024
Q1 | $1.57M | Sell |
3,168
-2
| -0.1% | -$989 | 1.79% | 24 |
|
|
2023
Q4 | $1.67M | Buy |
+3,170
| New | +$1.67M | 1.09% | 40 |
|
|
2023
Q2 | – | Sell |
-4,218
| Closed | -$1.99M | – | 89 |
|
|
2023
Q1 | $1.99M | Sell |
4,218
-100
| -2% | -$47.3K | 1.47% | 27 |
|
|
2022
Q4 | $2.29M | Sell |
4,318
-61
| -1% | -$32.3K | 4.59% | 6 |
|
|
2022
Q3 | $2.21M | Sell |
4,379
-33
| -0.7% | -$16.7K | 5.25% | 4 |
|
|
2022
Q2 | $2.27M | Sell |
4,412
-1,863
| -30% | -$957K | 1.97% | 13 |
|
|
2022
Q1 | $3.2M | Buy |
+6,275
| New | +$3.2M | 1.74% | 18 |
|
|
2021
Q3 | – | Sell |
-6,774
| Closed | -$2.71M | – | 265 |
|
|
2021
Q2 | $2.71M | Buy |
6,774
+85
| +1% | +$34K | 1.49% | 23 |
|
|
2021
Q1 | $2.49M | Buy |
+6,689
| New | +$2.49M | 1.67% | 27 |
|