Cascadia Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.35M | Buy |
8,563
+82
| +1% | +$32K | 0.68% | 37 |
|
|
2021
Q2 | $3.4M | Sell |
8,481
-105
| -1% | -$42K | 0.73% | 31 |
|
|
2021
Q1 | $3.2M | Buy |
+8,586
| New | +$3.2M | 0.71% | 36 |
|
|
2020
Q3 | $2.58M | Sell |
8,263
-341
| -4% | -$106K | 0.72% | 30 |
|
|
2020
Q2 | $2.54M | Buy |
+8,604
| New | +$2.54M | 0.78% | 21 |
|
|
2019
Q4 | $2.37M | Buy |
+8,052
| New | +$2.37M | 0.67% | 29 |
|