Bridge Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $366K | Buy |
625
+14
| +2% | +$8.19K | 0.17% | 77 |
|
|
2024
Q2 | $311K | Sell |
611
-10
| -2% | -$5.09K | 0.15% | 79 |
|
|
2024
Q1 | $307K | Buy |
621
+76
| +14% | +$37.6K | 0.15% | 84 |
|
|
2023
Q4 | $287K | Sell |
545
-117
| -18% | -$61.6K | 0.14% | 89 |
|
|
2023
Q3 | $334K | Buy |
662
+75
| +13% | +$37.8K | 0.12% | 113 |
|
|
2023
Q2 | $282K | Buy |
587
+35
| +6% | +$16.8K | 0.1% | 108 |
|
|
2023
Q1 | $261K | Buy |
552
+75
| +16% | +$35.5K | 0.1% | 105 |
|
|
2022
Q4 | $253K | Buy |
477
+4
| +0.8% | +$2.12K | 0.11% | 111 |
|
|
2022
Q3 | $239K | Buy |
473
+14
| +3% | +$7.07K | 0.12% | 102 |
|
|
2022
Q2 | $236K | Buy |
+459
| New | +$236K | 0.11% | 103 |
|