CW
Connectus Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $27.5M | Sell |
55,574
-91,795
| -62% | -$45.4M | 0.75% | 33 |
|
|
2023
Q4 | $77.6M | Sell |
147,369
-875
| -0.6% | -$461K | 1.59% | 12 |
|
|
2023
Q3 | $74.8M | Sell |
148,244
-14,136
| -9% | -$7.13M | 1.67% | 13 |
|
|
2023
Q2 | $78.1M | Buy |
162,380
+2,969
| +2% | +$1.43M | 1.8% | 12 |
|
|
2023
Q1 | $75.4M | Buy |
159,411
+39,030
| +32% | +$18.5M | 1.86% | 9 |
|
|
2022
Q4 | $63.9M | Sell |
120,381
-1,752
| -1% | -$929K | 1.51% | 12 |
|
|
2022
Q3 | $61.7M | Sell |
122,133
-17,460
| -13% | -$8.82M | 1.29% | 11 |
|
|
2022
Q2 | $71.9M | Buy |
139,593
+9,271
| +7% | +$4.78M | 1.64% | 11 |
|
|
2022
Q1 | $65.7M | Sell |
130,322
-16,766
| -11% | -$8.45M | 2.08% | 9 |
|
|
2021
Q4 | $74.1M | Buy |
+147,088
| New | +$74.1M | 2.87% | 6 |
|