CSIA
Charles Schwab Investment Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-484
| Closed | -$240K | – | 96 |
|
|
2024
Q1 | $240K | Buy |
484
+72
| +17% | +$35.6K | ﹤0.01% | 104 |
|
|
2023
Q4 | $217K | Sell |
412
-18
| -4% | -$9.48K | ﹤0.01% | 106 |
|
|
2023
Q3 | $217K | Buy |
+430
| New | +$217K | ﹤0.01% | 96 |
|
|
2022
Q2 | – | Sell |
-459
| Closed | -$234K | – | 115 |
|
|
2022
Q1 | $234K | Buy |
+459
| New | +$234K | ﹤0.01% | 96 |
|