CFN

Cordasco Financial Network’s UnitedHealth UNH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$224K	Hold	436	–	–	0.16%	83
2022 Q1	$222K	Hold	436	–	–	0.14%	83
2021 Q4	$219K	Buy	436 +90	+26%	+$45.2K	0.14%	87
2021 Q3	$135K	Hold	346	–	–	0.09%	108
2021 Q2	$139K	Hold	346	–	–	0.1%	109
2021 Q1	$129K	Sell	346 -114	-25%	-$42.5K	0.09%	108
2020 Q4	$161K	Hold	460	–	–	0.13%	82
2020 Q3	$143K	Hold	460	–	–	0.12%	91
2020 Q2	$136K	Buy	460 +250	+119%	+$73.9K	0.13%	89
2020 Q1	$52K	Buy	210 +114	+119%	+$28.2K	0.06%	124
2019 Q4	$28K	Hold	96	–	–	0.02%	185
2019 Q3	$21K	Hold	96	–	–	0.02%	209
2019 Q2	$23K	Hold	96	–	–	0.02%	203
2019 Q1	$24K	Hold	96	–	–	0.02%	214
2018 Q4	$24K	Hold	96	–	–	0.03%	183
2018 Q3	$26K	Hold	96	–	–	0.02%	182
2018 Q2	$24K	Hold	96	–	–	0.02%	196
2018 Q1	$21K	Hold	96	–	–	0.02%	174
2017 Q4	$21K	Hold	96	–	–	0.02%	159
2017 Q3	$19K	Buy	96 +85	+773%	+$16.8K	0.02%	158
2017 Q2	$2K	Sell	11 -85	-89%	-$15.5K	﹤0.01%	230
2017 Q1	$16K	Buy	96 +11	+13%	+$1.83K	0.02%	169
2016 Q4	$14K	Hold	85	–	–	0.02%	173
2016 Q3	$12K	Hold	85	–	–	0.01%	190
2016 Q2	$12K	Sell	85 -255	-75%	-$36K	0.01%	190
2016 Q1	$44K	Hold	340	–	–	0.05%	135
2015 Q4	$40K	Hold	340	–	–	0.04%	140
2015 Q3	$39K	Hold	340	–	–	0.03%	143
2015 Q2	$41K	Hold	340	–	–	0.03%	146
2015 Q1	$40K	Hold	340	–	–	0.03%	164
2014 Q4	$34K	Buy	+340	New	+$34K	0.03%	176