Heritage Way Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.53M | Sell |
7,038
-147
| -2% | -$73.8K | 1.32% | 27 |
|
|
2021
Q3 | $2.81M | Sell |
7,185
-7
| -0.1% | -$2.74K | 1.17% | 34 |
|
|
2021
Q2 | $2.88M | Sell |
7,192
-130
| -2% | -$52.1K | 1.18% | 35 |
|
|
2021
Q1 | $2.72M | Buy |
7,322
+6
| +0.1% | +$2.23K | 1.19% | 37 |
|
|
2020
Q4 | $2.57M | Sell |
7,316
-173
| -2% | -$60.7K | 1.18% | 37 |
|
|
2020
Q3 | $2.34M | Buy |
+7,489
| New | +$2.34M | 1.23% | 38 |
|