Leo Brokerage’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $359K | Buy |
747
+173
| +30% | +$83K | 0.04% | 219 |
|
2023
Q1 | $272K | Buy |
+574
| New | +$272K | 0.04% | 239 |
|
2022
Q2 | – | Sell |
-393
| Closed | -$200K | – | 252 |
|
2022
Q1 | $200K | Buy |
+393
| New | +$200K | 0.03% | 231 |
|
2021
Q3 | $274K | Buy |
702
+4
| +0.6% | +$1.56K | 0.05% | 155 |
|
2021
Q2 | $280K | Sell |
698
-56
| -7% | -$22.5K | 0.06% | 152 |
|
2021
Q1 | $281K | Sell |
754
-254
| -25% | -$94.7K | 0.08% | 152 |
|
2020
Q4 | $353K | Buy |
1,008
+186
| +23% | +$65.1K | 0.11% | 120 |
|
2020
Q3 | $242K | Buy |
+822
| New | +$242K | 0.1% | 106 |
|