Confluence Wealth Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$709K Buy
2020
Q2
$953K Buy
2020
Q1
$637K Sell
2019
Q4
$954K Sell
2019
Q3
$709K Sell
2019
Q2
$815K Sell
2019
Q1
$838K Buy
2018
Q4
$640K Buy