Financial Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-391
| Closed | -$206K | – | 93 |
|
|
2023
Q4 | $206K | Buy |
+391
| New | +$206K | 0.04% | 83 |
|
|
2023
Q3 | – | Sell |
-469
| Closed | -$225K | – | 90 |
|
|
2023
Q2 | $225K | Hold |
469
| – | – | 0.04% | 79 |
|
|
2023
Q1 | $222K | Buy |
+469
| New | +$222K | 0.04% | 79 |
|
|
2022
Q4 | – | Sell |
-468
| Closed | -$236K | – | 92 |
|
|
2022
Q3 | $236K | Buy |
468
+15
| +3% | +$7.56K | 0.05% | 75 |
|
|
2022
Q2 | $232K | Buy |
453
+1
| +0.2% | +$512 | 0.05% | 80 |
|
|
2022
Q1 | $231K | Buy |
452
+1
| +0.2% | +$511 | 0.04% | 89 |
|
|
2021
Q4 | $227K | Buy |
+451
| New | +$227K | 0.04% | 88 |
|