Cassady Schiller Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $117K | Buy |
232
+23
| +11% | +$11.6K | 0.04% | 152 |
|
|
2024
Q3 | $122K | Hold |
209
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $106K | Sell |
209
-10
| -5% | -$5.09K | 0.04% | 152 |
|
|
2024
Q1 | $108K | Hold |
219
| – | – | 0.05% | 148 |
|
|
2023
Q4 | $115K | Hold |
219
| – | – | 0.06% | 139 |
|
|
2023
Q3 | $110K | Buy |
219
+49
| +29% | +$24.7K | 0.06% | 139 |
|
|
2023
Q2 | $81.7K | Buy |
170
+47
| +38% | +$22.6K | 0.04% | 155 |
|
|
2023
Q1 | $58.1K | Sell |
123
-10
| -8% | -$4.73K | 0.03% | 185 |
|
|
2022
Q4 | $70.5K | Buy |
+133
| New | +$70.5K | 0.04% | 161 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$55K | – | 568 |
|
|
2021
Q4 | $55K | Buy |
+110
| New | +$55K | 0.03% | 194 |
|