HGWM
Harvest Group Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-264
| Closed | -$93K | – | 679 |
|
|
2020
Q4 | $93K | Buy |
264
+31
| +13% | +$10.9K | 0.06% | 70 |
|
|
2020
Q3 | $73K | Buy |
233
+94
| +68% | +$29.5K | 0.05% | 74 |
|
|
2020
Q2 | $40K | Buy |
139
+12
| +9% | +$3.45K | 0.03% | 95 |
|
|
2020
Q1 | $31K | Hold |
127
| – | – | 0.03% | 102 |
|
|
2019
Q4 | $37K | Hold |
127
| – | – | 0.03% | 99 |
|
|
2019
Q3 | $28K | Hold |
127
| – | – | 0.03% | 123 |
|
|
2019
Q2 | $30K | Hold |
127
| – | – | 0.04% | 107 |
|
|
2019
Q1 | $31K | Buy |
+127
| New | +$31K | 0.03% | 119 |
|