BT Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,016
| Closed | -$378K | – | 68 |
|
|
2021
Q1 | $378K | Hold |
1,016
| – | – | 0.13% | 40 |
|
|
2020
Q4 | $356K | Buy |
1,016
+16
| +2% | +$5.61K | 0.13% | 40 |
|
|
2020
Q3 | $312K | Hold |
1,000
| – | – | 0.14% | 41 |
|
|
2020
Q2 | $295K | Hold |
1,000
| – | – | 0.15% | 39 |
|
|
2020
Q1 | $249K | Hold |
1,000
| – | – | 0.14% | 44 |
|
|
2019
Q4 | $294K | Hold |
1,000
| – | – | 0.15% | 49 |
|
|
2019
Q3 | $217K | Sell |
1,000
-5
| -0.5% | -$1.09K | 0.12% | 50 |
|
|
2019
Q2 | $248K | Buy |
1,005
+5
| +0.5% | +$1.23K | 0.14% | 45 |
|
|
2019
Q1 | $247K | Sell |
1,000
-621
| -38% | -$153K | 0.15% | 47 |
|
|
2018
Q4 | $430K | Buy |
+1,621
| New | +$430K | 0.19% | 58 |
|