Lenox Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $132K | Buy |
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|
2020
Q1 | $62K | Buy |
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|
2019
Q4 | $51K | Sell |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q2 | $101K | Buy |
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|
2019
Q1 | $101K | Buy |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | $49K | Buy |
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|
2018
Q2 | $30K | Sell |
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|
2018
Q1 | $27K | Buy |
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|
2017
Q4 | $27K | Sell |
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|
2017
Q3 | $30K | Buy |
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|
2017
Q2 | $25K | Buy |
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