Intercontinental Wealth Advisors’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 | $610K | Hold |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $657K | Hold |
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|
2022
Q3 | $626K | Sell |
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|
2022
Q2 | $674K | Buy |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $340K | Sell |
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|
2021
Q2 | $429K | Buy |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $54K | Sell |
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|
2019
Q3 | $116K | Buy |
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|
2019
Q2 | $110K | Hold |
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|
2019
Q1 | $112K | Buy |
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|
2018
Q4 | $112K | Buy |
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