Heirloom Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,343
| Closed | -$5.12M | – | 49 |
|
|
2024
Q1 | $5.12M | Sell |
10,343
-157
| -1% | -$77.7K | 1.74% | 19 |
|
|
2023
Q4 | $5.53M | Buy |
10,500
+277
| +3% | +$146K | 2.12% | 15 |
|
|
2023
Q3 | $5.15M | Sell |
10,223
-65
| -0.6% | -$32.8K | 2.29% | 16 |
|
|
2023
Q2 | $4.94M | Buy |
10,288
+420
| +4% | +$202K | 2.15% | 19 |
|
|
2023
Q1 | $4.66M | Buy |
+9,868
| New | +$4.66M | 2.23% | 19 |
|