Clay Northam 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
Q2 | – | Sell |
-515
| Closed | -$255K | – | 93 |
|
|
2024
Q1 | $255K | Hold |
515
| – | – | 0.21% | 69 |
|
|
2023
Q4 | $271K | Hold |
515
| – | – | 0.24% | 63 |
|
|
2023
Q3 | $260K | Hold |
515
| – | – | 0.26% | 60 |
|
|
2023
Q2 | $248K | Hold |
515
| – | – | 0.24% | 65 |
|
|
2023
Q1 | $243K | Hold |
515
| – | – | 0.25% | 66 |
|
|
2022
Q4 | $273K | Sell |
515
-42
| -8% | -$22.3K | 0.31% | 58 |
|
|
2022
Q3 | $281K | Hold |
557
| – | – | 0.35% | 58 |
|
|
2022
Q2 | $286K | Sell |
557
-3
| -0.5% | -$1.54K | 0.36% | 55 |
|
|
2022
Q1 | $286K | Hold |
560
| – | – | 0.29% | 63 |
|
|
2021
Q4 | $281K | Buy |
+560
| New | +$281K | 0.26% | 70 |
|