CCG Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-700
| Closed | -$353K | – | 61 |
|
|
2023
Q3 | $353K | Buy |
700
+58
| +9% | +$29.2K | 0.23% | 42 |
|
|
2023
Q2 | $309K | Sell |
642
-28
| -4% | -$13.5K | 0.19% | 48 |
|
|
2023
Q1 | $317K | Sell |
670
-862
| -56% | -$408K | 0.21% | 45 |
|
|
2022
Q4 | $812K | Sell |
1,532
-32
| -2% | -$17K | 0.45% | 28 |
|
|
2022
Q3 | $790K | Buy |
1,564
+74
| +5% | +$37.4K | 0.48% | 25 |
|
|
2022
Q2 | $765K | Hold |
1,490
| – | – | 0.43% | 28 |
|
|
2022
Q1 | $760K | Buy |
+1,490
| New | +$760K | 0.37% | 34 |
|