Landmark Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $222K | Hold |
422
| – | – | 0.08% | 86 |
|
|
2023
Q3 | $213K | Hold |
422
| – | – | 0.09% | 86 |
|
|
2023
Q2 | $203K | Sell |
422
-5
| -1% | -$2.4K | 0.08% | 87 |
|
|
2023
Q1 | $202K | Hold |
427
| – | – | 0.09% | 87 |
|
|
2022
Q4 | $226K | Hold |
427
| – | – | 0.1% | 83 |
|
|
2022
Q3 | $216K | Sell |
427
-18
| -4% | -$9.11K | 0.11% | 76 |
|
|
2022
Q2 | $229K | Sell |
445
-20
| -4% | -$10.3K | 0.11% | 74 |
|
|
2022
Q1 | $244K | Buy |
+465
| New | +$244K | 0.12% | 77 |
|