IronBridge Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-108
| Closed | -$54K | – | 283 |
|
|
2021
Q4 | $54K | Buy |
108
+1
| +0.9% | +$500 | 0.03% | 68 |
|
|
2021
Q3 | $42K | Hold |
107
| – | – | 0.02% | 60 |
|
|
2021
Q2 | $43K | Hold |
107
| – | – | 0.03% | 60 |
|
|
2021
Q1 | $40K | Hold |
107
| – | – | 0.03% | 63 |
|
|
2020
Q4 | $37K | Buy |
+107
| New | +$37K | 0.03% | 60 |
|