Lane & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-539
| Closed | -$274K | – | 123 |
|
|
2024
Q2 | $274K | Buy |
539
+81
| +18% | +$41.2K | 0.16% | 91 |
|
|
2024
Q1 | $227K | Sell |
458
-11
| -2% | -$5.44K | 0.14% | 106 |
|
|
2023
Q4 | $247K | Sell |
469
-8
| -2% | -$4.21K | 0.18% | 94 |
|
|
2023
Q3 | $240K | Sell |
477
-40
| -8% | -$20.2K | 0.19% | 95 |
|
|
2023
Q2 | $248K | Sell |
517
-93
| -15% | -$44.7K | 0.2% | 88 |
|
|
2023
Q1 | $288K | Sell |
610
-5
| -0.8% | -$2.36K | 0.26% | 73 |
|
|
2022
Q4 | $326K | Buy |
+615
| New | +$326K | 0.31% | 69 |
|