Capital Directions Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | $171K | Buy |
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|
2021
Q2 | $147K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $129K | Hold |
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|
2020
Q3 | $115K | Hold |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $92K | Hold |
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|
2019
Q4 | $108K | Hold |
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|
2019
Q3 | $80K | Buy |
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