Coulter & Justus Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-802
| Closed | -$425K | – | 52 |
|
|
2022
Q4 | $425K | Hold |
802
| – | – | 0.29% | 32 |
|
|
2022
Q3 | $405K | Hold |
802
| – | – | 0.32% | 28 |
|
|
2022
Q2 | $412K | Buy |
+802
| New | +$412K | 0.33% | 26 |
|
|
2022
Q1 | – | Sell |
-802
| Closed | -$403K | – | 51 |
|
|
2021
Q4 | $403K | Buy |
+802
| New | +$403K | 0.32% | 33 |
|