CIC Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.5M | Sell |
4,274
-133
| -3% | -$77.8K | 0.65% | 34 |
|
|
2024
Q2 | $2.24M | Buy |
4,407
+186
| +4% | +$94.7K | 0.62% | 38 |
|
|
2024
Q1 | $2.09M | Buy |
4,221
+198
| +5% | +$97.9K | 0.61% | 44 |
|
|
2023
Q4 | $2.12M | Sell |
4,023
-727
| -15% | -$383K | 0.67% | 35 |
|
|
2023
Q3 | $2.39M | Buy |
4,750
+1,432
| +43% | +$722K | 0.86% | 31 |
|
|
2023
Q2 | $1.59M | Buy |
3,318
+684
| +26% | +$329K | 0.55% | 44 |
|
|
2023
Q1 | $1.25M | Buy |
2,634
+5
| +0.2% | +$2.36K | 0.47% | 52 |
|
|
2022
Q4 | $1.39M | Buy |
+2,629
| New | +$1.39M | 0.58% | 50 |
|