KPW
Kore Private Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $499K | Buy |
987
+17
| +2% | +$8.6K | 0.09% | 137 |
|
|
2022
Q2 | $498K | Sell |
970
-38
| -4% | -$19.5K | 0.08% | 163 |
|
|
2022
Q1 | $514K | Buy |
1,008
+502
| +99% | +$256K | 0.06% | 170 |
|
|
2021
Q4 | $254K | Sell |
506
-3,409
| -87% | -$1.71M | 0.03% | 260 |
|
|
2021
Q3 | $1.53M | Buy |
3,915
+224
| +6% | +$87.5K | 0.16% | 108 |
|
|
2021
Q2 | $1.48M | Buy |
3,691
+1,571
| +74% | +$629K | 0.17% | 105 |
|
|
2021
Q1 | $789K | Buy |
2,120
+69
| +3% | +$25.7K | 0.11% | 132 |
|
|
2020
Q4 | $719K | Buy |
2,051
+526
| +34% | +$184K | 0.11% | 126 |
|
|
2020
Q3 | $476K | Buy |
1,525
+179
| +13% | +$55.9K | 0.09% | 140 |
|
|
2020
Q2 | $397K | Sell |
1,346
-271
| -17% | -$79.9K | 0.08% | 148 |
|
|
2020
Q1 | $403K | Buy |
1,617
+281
| +21% | +$70K | 0.1% | 131 |
|
|
2019
Q4 | $393K | Sell |
1,336
-32
| -2% | -$9.41K | 0.07% | 165 |
|
|
2019
Q3 | $297K | Buy |
1,368
+291
| +27% | +$63.2K | 0.07% | 176 |
|
|
2019
Q2 | $263K | Buy |
1,077
+52
| +5% | +$12.7K | 0.06% | 184 |
|
|
2019
Q1 | $253K | Sell |
1,025
-26
| -2% | -$6.42K | 0.06% | 174 |
|
|
2018
Q4 | $262K | Buy |
+1,051
| New | +$262K | 0.07% | 169 |
|