Capasso Planning Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-353
| Closed | -$206K | – | 146 |
|
|
2024
Q3 | $206K | Sell |
353
-70
| -17% | -$40.9K | 0.06% | 145 |
|
|
2024
Q2 | $215K | Sell |
423
-2
| -0.5% | -$1.02K | 0.07% | 137 |
|
|
2024
Q1 | $210K | Sell |
425
-12
| -3% | -$5.93K | 0.09% | 108 |
|
|
2023
Q4 | $230K | Buy |
437
+8
| +2% | +$4.22K | 0.11% | 94 |
|
|
2023
Q3 | $216K | Buy |
429
+6
| +1% | +$3.03K | 0.12% | 90 |
|
|
2023
Q2 | $203K | Buy |
+423
| New | +$203K | 0.11% | 93 |
|