Ledge Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.3M | Sell |
4,371
-117
| -3% | -$61.6K | 0.89% | 34 |
|
|
2023
Q3 | $2.26M | Buy |
4,488
+533
| +13% | +$269K | 1.02% | 31 |
|
|
2023
Q2 | $1.9M | Sell |
3,955
-877
| -18% | -$422K | 0.91% | 31 |
|
|
2023
Q1 | $2.28M | Buy |
4,832
+382
| +9% | +$181K | 1.08% | 26 |
|
|
2022
Q4 | $2.36M | Buy |
4,450
+937
| +27% | +$497K | 1.08% | 25 |
|
|
2022
Q3 | $1.77M | Buy |
3,513
+210
| +6% | +$106K | 1.09% | 25 |
|
|
2022
Q2 | $1.7M | Sell |
3,303
-699
| -17% | -$359K | 1.04% | 32 |
|
|
2022
Q1 | $2.04M | Buy |
+4,002
| New | +$2.04M | 1.27% | 18 |
|