FirstPurpose Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.32M | Buy |
2,926
+11
| +0.4% | +$4.95K | 0.48% | 34 |
|
|
2023
Q4 | $1.53M | Buy |
2,915
+37
| +1% | +$19.5K | 0.58% | 28 |
|
|
2023
Q3 | $1.45M | Buy |
2,878
+24
| +0.8% | +$12.1K | 0.63% | 27 |
|
|
2023
Q2 | $1.37M | Buy |
2,854
+59
| +2% | +$28.4K | 0.59% | 27 |
|
|
2023
Q1 | $1.32M | Buy |
2,795
+60
| +2% | +$28.4K | 0.65% | 29 |
|
|
2022
Q4 | $1.45M | Buy |
2,735
+103
| +4% | +$54.6K | 0.81% | 22 |
|
|
2022
Q3 | $1.33M | Buy |
2,632
+1,832
| +229% | +$925K | 0.88% | 25 |
|
|
2022
Q2 | $411K | Sell |
800
-60
| -7% | -$30.8K | 0.28% | 65 |
|
|
2022
Q1 | $439K | Buy |
860
+46
| +6% | +$23.5K | 0.34% | 60 |
|
|
2021
Q4 | $409K | Buy |
+814
| New | +$409K | 0.26% | 68 |
|