Bromfield Sneider Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $41.1K | Hold |
83
| – | – | 0.03% | 77 |
|
|
2023
Q4 | $43.7K | Hold |
83
| – | – | 0.03% | 72 |
|
|
2023
Q3 | $41.8K | Sell |
83
-22
| -21% | -$11.1K | 0.03% | 70 |
|
|
2023
Q2 | $50.5K | Hold |
105
| – | – | 0.04% | 69 |
|
|
2023
Q1 | $49.6K | Hold |
105
| – | – | 0.04% | 65 |
|
|
2022
Q4 | $55.7K | Hold |
105
| – | – | 0.05% | 59 |
|
|
2022
Q3 | $53K | Hold |
105
| – | – | 0.06% | 55 |
|
|
2022
Q2 | $54K | Hold |
105
| – | – | 0.07% | 56 |
|
|
2022
Q1 | $54K | Buy |
+105
| New | +$54K | 0.06% | 65 |
|