CWM
Confluence Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $709K | Buy |
3,262
+30
| +0.9% | +$6.52K | 0.35% | 66 |
|
|
2020
Q2 | $953K | Buy |
3,232
+679
| +27% | +$200K | 0.45% | 56 |
|
|
2020
Q1 | $637K | Sell |
2,553
-692
| -21% | -$173K | 0.36% | 64 |
|
|
2019
Q4 | $954K | Sell |
3,245
-17
| -0.5% | -$5K | 0.44% | 52 |
|
|
2019
Q3 | $709K | Sell |
3,262
-79
| -2% | -$17.2K | 0.35% | 66 |
|
|
2019
Q2 | $815K | Sell |
3,341
-48
| -1% | -$11.7K | 0.4% | 59 |
|
|
2019
Q1 | $838K | Buy |
3,389
+821
| +32% | +$203K | 0.42% | 58 |
|
|
2018
Q4 | $640K | Buy |
+2,568
| New | +$640K | 0.36% | 66 |
|