Harbor Advisory Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-372
| Closed | -$218K | – | 91 |
|
|
2024
Q3 | $218K | Buy |
+372
| New | +$218K | 0.07% | 85 |
|
|
2023
Q3 | – | Sell |
-507
| Closed | -$244K | – | 89 |
|
|
2023
Q2 | $244K | Buy |
+507
| New | +$244K | 0.09% | 80 |
|
|
2023
Q1 | – | Sell |
-397
| Closed | -$210K | – | 81 |
|
|
2022
Q4 | $210K | Sell |
397
-9
| -2% | -$4.77K | 0.09% | 77 |
|
|
2022
Q3 | $205K | Hold |
406
| – | – | 0.09% | 73 |
|
|
2022
Q2 | $209K | Buy |
406
+9
| +2% | +$4.63K | 0.09% | 75 |
|
|
2022
Q1 | $202K | Buy |
+397
| New | +$202K | 0.08% | 80 |
|