Halpern Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $62.8K | Buy |
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|
2024
Q2 | $50.9K | Sell |
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|
2024
Q1 | $69K | Sell |
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|
2023
Q4 | $100K | Sell |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $61K | Buy |
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|
2023
Q1 | $47.3K | Hold |
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|
2022
Q4 | $53K | Hold |
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|
2022
Q3 | $50.5K | Sell |
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|
2022
Q2 | $62.7K | Sell |
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|
2022
Q1 | $63.7K | Sell |
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|
2021
Q4 | $99.4K | Buy |
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|
2021
Q3 | $28.5K | Hold |
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|
2021
Q2 | $29.2K | Hold |
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|
2021
Q1 | $27.2K | Sell |
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|
2020
Q4 | $27.7K | Hold |
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|
2020
Q3 | $24.6K | Hold |
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|
2020
Q2 | $23.3K | Buy |
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|
2020
Q1 | $9.73K | Hold |
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|
2019
Q4 | $11.5K | Buy |
|