Hollow Brook 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 |
-478
| Closed | -$236K | – | 84 |
|
|
2024
Q1 | $236K | Hold |
478
| – | – | 0.09% | 74 |
|
|
2023
Q4 | $252K | Hold |
478
| – | – | 0.1% | 73 |
|
|
2023
Q3 | $241K | Hold |
478
| – | – | 0.1% | 76 |
|
|
2023
Q2 | $230K | Buy |
478
+17
| +4% | +$8.17K | 0.1% | 81 |
|
|
2023
Q1 | $218K | Sell |
461
-1
| -0.2% | -$473 | 0.1% | 78 |
|
|
2022
Q4 | $245K | Buy |
462
+48
| +12% | +$25.4K | 0.12% | 73 |
|
|
2022
Q3 | $209K | Hold |
414
| – | – | 0.12% | 72 |
|
|
2022
Q2 | $213K | Hold |
414
| – | – | 0.12% | 69 |
|
|
2022
Q1 | $211K | Hold |
414
| – | – | 0.09% | 72 |
|
|
2021
Q4 | $208K | Buy |
+414
| New | +$208K | 0.11% | 74 |
|