Freedman Financial Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-456
| Closed | -$232K | – | 414 |
|
|
2022
Q1 | $232K | Buy |
456
+100
| +28% | +$50.9K | 0.16% | 70 |
|
|
2021
Q4 | $179K | Hold |
356
| – | – | 0.12% | 82 |
|
|
2021
Q3 | $139K | Buy |
356
+14
| +4% | +$5.47K | 0.1% | 93 |
|
|
2021
Q2 | $137K | Sell |
342
-13
| -4% | -$5.21K | 0.1% | 89 |
|
|
2021
Q1 | $132K | Buy |
355
+13
| +4% | +$4.83K | 0.11% | 82 |
|
|
2020
Q4 | $120K | Buy |
+342
| New | +$120K | 0.11% | 79 |
|