Briggs Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.11M | Sell |
2,195
-24
| -1% | -$12.1K | 0.63% | 23 |
|
|
2023
Q2 | $1.07M | Buy |
2,219
+54
| +2% | +$26K | 0.6% | 26 |
|
|
2023
Q1 | $1.02M | Buy |
2,165
+5
| +0.2% | +$2.36K | 0.61% | 26 |
|
|
2022
Q4 | $1.15M | Buy |
2,160
+88
| +4% | +$46.7K | 0.73% | 25 |
|
|
2022
Q3 | $1.05M | Sell |
2,072
-39
| -2% | -$19.7K | 0.78% | 22 |
|
|
2022
Q2 | $1.08M | Buy |
2,111
+173
| +9% | +$88.8K | 0.79% | 22 |
|
|
2022
Q1 | $988K | Buy |
1,938
+4
| +0.2% | +$2.04K | 0.66% | 22 |
|
|
2021
Q4 | $971K | Buy |
+1,934
| New | +$971K | 0.66% | 21 |
|