Bridgeworth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $286K | Sell |
543
-33
| -6% | -$17.4K | 0.03% | 149 |
|
|
2023
Q3 | $290K | Sell |
576
-15
| -3% | -$7.56K | 0.03% | 132 |
|
|
2023
Q2 | $284K | Buy |
591
+30
| +5% | +$14.4K | 0.03% | 141 |
|
|
2023
Q1 | $265K | Hold |
561
| – | – | 0.03% | 138 |
|
|
2022
Q4 | $297K | Buy |
561
+22
| +4% | +$11.7K | 0.05% | 126 |
|
|
2022
Q3 | $272K | Hold |
539
| – | – | 0.06% | 113 |
|
|
2022
Q2 | $277K | Hold |
539
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $275K | Hold |
539
| – | – | 0.06% | 120 |
|
|
2021
Q4 | $271K | Hold |
539
| – | – | 0.06% | 129 |
|
|
2021
Q3 | $211K | Sell |
539
-6
| -1% | -$2.35K | 0.06% | 128 |
|
|
2021
Q2 | $218K | Buy |
+545
| New | +$218K | 0.06% | 121 |
|
|
2018
Q3 | – | Sell |
-377
| Closed | -$92K | – | 518 |
|
|
2018
Q2 | $92K | Buy |
+377
| New | +$92K | 0.04% | 208 |
|