Financial Partners Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $237K | Hold |
447
| – | – | 0.05% | 110 |
|
|
2022
Q3 | $226K | Hold |
447
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $230K | Sell |
447
-83
| -16% | -$42.6K | 0.05% | 116 |
|
|
2022
Q1 | $270K | Sell |
530
-20
| -4% | -$10.2K | 0.05% | 112 |
|
|
2021
Q4 | $276K | Buy |
550
+25
| +5% | +$12.6K | 0.05% | 110 |
|
|
2021
Q3 | $205K | Hold |
525
| – | – | 0.04% | 113 |
|
|
2021
Q2 | $210K | Buy |
+525
| New | +$210K | 0.04% | 110 |
|