Clearview Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-198
| Closed | -$95K | – | 609 |
|
|
2023
Q2 | $95K | Buy |
198
+2
| +1% | +$959 | 0.1% | 145 |
|
|
2023
Q1 | $93K | Hold |
196
| – | – | 0.09% | 151 |
|
|
2022
Q4 | $104K | Buy |
196
+8
| +4% | +$4.25K | 0.08% | 116 |
|
|
2022
Q3 | $95K | Hold |
188
| – | – | 0.08% | 121 |
|
|
2022
Q2 | $97K | Buy |
188
+1
| +0.5% | +$516 | 0.07% | 128 |
|
|
2022
Q1 | $96K | Sell |
187
-37
| -17% | -$19K | 0.06% | 138 |
|
|
2021
Q4 | $113K | Hold |
224
| – | – | 0.07% | 143 |
|
|
2021
Q3 | $88K | Buy |
224
+1
| +0.4% | +$393 | 0.06% | 176 |
|
|
2021
Q2 | $90K | Hold |
223
| – | – | 0.06% | 175 |
|
|
2021
Q1 | $83K | Buy |
223
+1
| +0.5% | +$372 | 0.05% | 182 |
|
|
2020
Q4 | $78K | Buy |
+222
| New | +$78K | 0.05% | 158 |
|