Global Wealth Management Investment Advisory’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 |
-133
| Closed | -$70K | – | 416 |
|
|
2023
Q4 | $70K | Sell |
133
-20
| -13% | -$10.5K | 0.02% | 171 |
|
|
2023
Q3 | $77.1K | Hold |
153
| – | – | 0.02% | 167 |
|
|
2023
Q2 | $73.5K | Buy |
+153
| New | +$73.5K | 0.02% | 174 |
|
|
2022
Q3 | – | Sell |
-39
| Closed | -$20K | – | 452 |
|
|
2022
Q2 | $20K | Buy |
39
+9
| +30% | +$4.62K | 0.01% | 239 |
|
|
2022
Q1 | $15K | Hold |
30
| – | – | ﹤0.01% | 282 |
|
|
2021
Q4 | $15K | Hold |
30
| – | – | ﹤0.01% | 279 |
|
|
2021
Q3 | $12K | Hold |
30
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $12K | Sell |
30
-10
| -25% | -$4K | ﹤0.01% | 283 |
|
|
2021
Q1 | $15K | Sell |
40
-21
| -34% | -$7.88K | 0.01% | 274 |
|
|
2020
Q4 | $21K | Sell |
61
-19
| -24% | -$6.54K | 0.01% | 234 |
|
|
2020
Q3 | $25K | Sell |
80
-104
| -57% | -$32.5K | 0.01% | 215 |
|
|
2020
Q2 | $54K | Sell |
184
-20
| -10% | -$5.87K | 0.02% | 185 |
|
|
2020
Q1 | $51K | Buy |
204
+22
| +12% | +$5.5K | 0.03% | 167 |
|
|
2019
Q4 | $54K | Sell |
182
-20
| -10% | -$5.93K | 0.02% | 176 |
|
|
2019
Q3 | $44K | Sell |
202
-24
| -11% | -$5.23K | 0.02% | 175 |
|
|
2019
Q2 | $55K | Sell |
226
-6
| -3% | -$1.46K | 0.03% | 164 |
|
|
2019
Q1 | $57K | Sell |
232
-62
| -21% | -$15.2K | 0.03% | 191 |
|
|
2018
Q4 | $73K | Buy |
+294
| New | +$73K | 0.04% | 198 |
|