GGM Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-410
| Closed | -$201K | – | 123 |
|
|
2022
Q4 | $201K | Sell |
410
-225
| -35% | -$110K | 0.1% | 132 |
|
|
2022
Q3 | $343K | Hold |
635
| – | – | 0.19% | 91 |
|
|
2022
Q2 | $326K | Sell |
635
-1
| -0.2% | -$513 | 0.18% | 95 |
|
|
2022
Q1 | $341K | Sell |
636
-3
| -0.5% | -$1.61K | 0.17% | 103 |
|
|
2021
Q4 | $299K | Buy |
639
+2
| +0.3% | +$936 | 0.24% | 75 |
|
|
2021
Q3 | $286K | Buy |
637
+85
| +15% | +$38.2K | 0.23% | 75 |
|
|
2021
Q2 | $231K | Buy |
552
+4
| +0.7% | +$1.67K | 0.2% | 82 |
|
|
2021
Q1 | $218K | Buy |
+548
| New | +$218K | 0.17% | 79 |
|