Level Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-121
| Closed | -$63.9K | – | 247 |
|
|
2023
Q4 | $63.9K | Hold |
121
| – | – | 0.03% | 103 |
|
|
2023
Q3 | $61.1K | Hold |
121
| – | – | 0.03% | 101 |
|
|
2023
Q2 | $58.2K | Buy |
121
+31
| +34% | +$14.9K | 0.03% | 103 |
|
|
2023
Q1 | $42.5K | Sell |
90
-4
| -4% | -$1.89K | 0.03% | 106 |
|
|
2022
Q4 | $50K | Buy |
94
+4
| +4% | +$2.13K | 0.03% | 98 |
|
|
2022
Q3 | $45K | Hold |
90
| – | – | 0.03% | 98 |
|
|
2022
Q2 | $46K | Hold |
90
| – | – | 0.03% | 105 |
|
|
2022
Q1 | $46K | Hold |
90
| – | – | 0.04% | 94 |
|
|
2021
Q4 | $45K | Buy |
+90
| New | +$45K | 0.03% | 104 |
|