Heron Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.69M | Sell |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.18M | Sell |
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|
2019
Q4 | $1.28M | Buy |
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