Delap Wealth Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-910
| Closed | -$450K | – | 278 |
|
|
2024
Q1 | $450K | Buy |
910
+301
| +49% | +$149K | 0.18% | 87 |
|
|
2023
Q4 | $321K | Buy |
+609
| New | +$321K | 0.15% | 68 |
|
|
2023
Q1 | – | Sell |
-1,149
| Closed | -$609K | – | 71 |
|
|
2022
Q4 | $609K | Buy |
+1,149
| New | +$609K | 0.64% | 28 |
|