HPWM
High Pines Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $472K | Buy |
897
+35
| +4% | +$18.4K | 0.72% | 21 |
|
|
2023
Q3 | $435K | Buy |
862
+238
| +38% | +$120K | 0.72% | 18 |
|
|
2023
Q2 | $300K | Hold |
624
| – | – | 0.46% | 24 |
|
|
2023
Q1 | $295K | Buy |
624
+36
| +6% | +$17K | 0.49% | 26 |
|
|
2022
Q4 | $312K | Buy |
588
+1
| +0.2% | +$530 | 0.55% | 22 |
|
|
2022
Q3 | $296K | Buy |
587
+96
| +20% | +$48.4K | 0.57% | 20 |
|
|
2022
Q2 | $252K | Sell |
491
-8,182
| -94% | -$4.2M | 0.47% | 22 |
|
|
2022
Q1 | $4.42M | Sell |
8,673
-2
| -0% | -$1.02K | 3.25% | 14 |
|
|
2021
Q4 | $4.36M | Sell |
8,675
-710
| -8% | -$357K | 3.04% | 17 |
|
|
2021
Q3 | $3.67M | Buy |
9,385
+1,003
| +12% | +$392K | 2.52% | 22 |
|
|
2021
Q2 | $3.36M | Sell |
8,382
-128
| -2% | -$51.2K | 2.53% | 19 |
|
|
2021
Q1 | $3.17M | Buy |
8,510
+115
| +1% | +$42.8K | 2.8% | 18 |
|
|
2020
Q4 | $2.94M | Buy |
+8,395
| New | +$2.94M | 2.72% | 17 |
|