Burleson & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.35M | Buy |
6,310
+531
| +9% | +$282K | 0.83% | 36 |
|
|
2022
Q3 | $2.92M | Buy |
5,779
+223
| +4% | +$113K | 0.63% | 40 |
|
|
2022
Q2 | $2.85M | Sell |
5,556
-97
| -2% | -$49.8K | 0.62% | 41 |
|
|
2022
Q1 | $2.88M | Buy |
5,653
+5,350
| +1,766% | +$2.73M | 0.46% | 51 |
|
|
2021
Q4 | $152K | Buy |
303
+1
| +0.3% | +$502 | 0.02% | 153 |
|
|
2021
Q3 | $118K | Hold |
302
| – | – | 0.02% | 152 |
|
|
2021
Q2 | $121K | Hold |
302
| – | – | 0.02% | 152 |
|
|
2021
Q1 | $113K | Buy |
+302
| New | +$113K | 0.02% | 149 |
|