Guardian Financial Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,020
Closed -$482K 39
2023
Q1
$482K Hold
1,020
0.48% 28
2022
Q4
$541K Buy
+1,020
New +$541K 0.57% 25
2022
Q3
Sell
-420
Closed -$216K 37
2022
Q2
$216K Buy
+420
New +$216K 0.24% 33