Heritage Wealth Management (Arizona)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.37M | Sell |
2,692
-279
| -9% | -$142K | 0.76% | 31 |
|
|
2024
Q1 | $1.47M | Sell |
2,971
-68
| -2% | -$33.6K | 0.75% | 34 |
|
|
2023
Q4 | $1.6M | Buy |
+3,039
| New | +$1.6M | 0.87% | 25 |
|
|
2022
Q4 | $6.21M | Buy |
11,719
+6,189
| +112% | +$3.28M | 0.89% | 17 |
|
|
2022
Q3 | $2.79M | Buy |
5,530
+194
| +4% | +$98K | 0.9% | 15 |
|
|
2022
Q2 | $2.74M | Sell |
5,336
-1,777
| -25% | -$913K | 0.91% | 16 |
|
|
2022
Q1 | $3.63M | Buy |
+7,113
| New | +$3.63M | 0.98% | 15 |
|
|
2021
Q3 | $2.36M | Buy |
6,029
+603
| +11% | +$236K | 0.84% | 20 |
|
|
2021
Q2 | $2.17M | Buy |
5,426
+261
| +5% | +$105K | 0.82% | 19 |
|
|
2021
Q1 | $1.92M | Buy |
+5,165
| New | +$1.92M | 1.08% | 17 |
|