Lenox Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $753K | Sell |
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|
2021
Q4 | $708K | Sell |
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|
2021
Q3 | $589K | Buy |
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|
2021
Q2 | $506K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $503K | Buy |
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|
2020
Q3 | $424K | Buy |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $324K | Hold |
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|
2018
Q4 | $327K | Hold |
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|
2018
Q3 | $349K | Buy |
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|
2018
Q2 | $97K | Sell |
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|
2018
Q1 | $102K | Buy |
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|
2017
Q4 | $13K | Buy |
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|
2017
Q3 | $1K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $17K | Sell |
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|
2015
Q3 | $20K | Buy |
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|
2015
Q2 | $1K | Sell |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $17K | Sell |
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|
2014
Q3 | $24K | Hold |
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|
2014
Q2 | $23K | Buy |
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|
2014
Q1 | $10K | Sell |
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|
2013
Q4 | $19K | Sell |
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|
2013
Q3 | $25K | Buy |
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|
2013
Q2 | $12K | Buy |
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