Legacy Capital Group California’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,767
Closed -$849K 299
2023
Q2
$849K Buy
1,767
+41
+2% +$19.7K 0.35% 76
2023
Q1
$816K Buy
+1,726
New +$816K 0.4% 70