Lake Point Wealth Management’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 |
-100
| Closed | -$50K | – | 483 |
|
|
2021
Q4 | $50K | Hold |
100
| – | – | 0.02% | 73 |
|
|
2021
Q3 | $39K | Hold |
100
| – | – | 0.02% | 70 |
|
|
2021
Q2 | $40K | Buy |
+100
| New | +$40K | 0.02% | 75 |
|
|
2020
Q1 | $12K | Buy |
+48
| New | +$12K | 0.01% | 100 |
|
|
2019
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 384 |
|
|
2019
Q1 | $7K | Sell |
30
-1,105
| -97% | -$258K | ﹤0.01% | 384 |
|
|
2018
Q4 | $283K | Buy |
+1,135
| New | +$283K | 0.11% | 109 |
|