Johnson Midwest Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $65.4K | Hold |
130
| – | – | 0.15% | 73 |
|
|
2023
Q2 | $62.2K | Sell |
130
-3
| -2% | -$1.44K | 0.06% | 77 |
|
|
2023
Q1 | $63K | Hold |
133
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $71K | Buy |
133
+72
| +118% | +$38.4K | 0.26% | 69 |
|
|
2022
Q3 | $31 | Hold |
61
| – | – | 0.12% | 106 |
|
|
2022
Q2 | $31K | Buy |
61
+4
| +7% | +$2.03K | 0.04% | 101 |
|
|
2022
Q1 | $29K | Buy |
57
+1
| +2% | +$509 | 0.04% | 103 |
|
|
2021
Q4 | $28K | Hold |
56
| – | – | 0.02% | 116 |
|
|
2021
Q3 | $22K | Hold |
56
| – | – | 0.02% | 135 |
|
|
2021
Q2 | $22K | Hold |
56
| – | – | 0.02% | 127 |
|
|
2021
Q1 | $21K | Hold |
56
| – | – | 0.02% | 123 |
|
|
2020
Q4 | $20K | Buy |
+56
| New | +$20K | 0.02% | 132 |
|