Levy Wealth Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $454K | Sell |
892
-110
| -11% | -$56K | 0.12% | 64 |
|
|
2024
Q1 | $528K | Hold |
1,002
| – | – | 0.15% | 57 |
|
|
2023
Q4 | $528K | Buy |
1,002
+2
| +0.2% | +$1.05K | 0.15% | 57 |
|
|
2023
Q3 | $504K | Buy |
1,000
+3
| +0.3% | +$1.51K | 0.16% | 52 |
|
|
2023
Q2 | $479K | Buy |
997
+3
| +0.3% | +$1.44K | 0.14% | 59 |
|
|
2023
Q1 | $470K | Buy |
994
+323
| +48% | +$153K | 0.14% | 57 |
|
|
2022
Q4 | $356K | Buy |
671
+1
| +0.1% | +$530 | 0.12% | 59 |
|
|
2022
Q3 | $338K | Buy |
+670
| New | +$338K | 0.15% | 48 |
|