CCFP
Charles Carroll Financial Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3M | Buy |
5,706
+250
| +5% | +$132K | 3.23% | 10 |
|
|
2023
Q3 | $2.75M | Sell |
5,456
-2,500
| -31% | -$1.26M | 3.42% | 11 |
|
|
2023
Q2 | $3.82M | Buy |
7,956
+50
| +0.6% | +$24K | 4.88% | 8 |
|
|
2023
Q1 | $3.74M | Buy |
7,906
+405
| +5% | +$191K | 5.73% | 8 |
|
|
2022
Q4 | $3.98M | Hold |
7,501
| – | – | 6.15% | 6 |
|
|
2022
Q3 | $3.79M | Buy |
7,501
+1,330
| +22% | +$672K | 6.11% | 5 |
|
|
2022
Q2 | $3.17M | Buy |
6,171
+535
| +9% | +$275K | 4.14% | 9 |
|
|
2022
Q1 | $2.87M | Buy |
5,636
+985
| +21% | +$502K | 2.98% | 11 |
|
|
2021
Q4 | $2.34M | Buy |
+4,651
| New | +$2.34M | 2.32% | 13 |
|