LifePro Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $706K | Buy |
1,207
+276
| +30% | +$161K | 0.43% | 67 |
|
2024
Q2 | $474K | Sell |
931
-33
| -3% | -$16.8K | 0.34% | 66 |
|
2024
Q1 | $477K | Buy |
+964
| New | +$477K | 0.32% | 72 |
|
2023
Q2 | – | Sell |
-1,354
| Closed | -$718K | – | 134 |
|
2023
Q1 | $718K | Buy |
1,354
+12
| +0.9% | +$6.36K | 0.52% | 44 |
|
2022
Q4 | $712K | Buy |
1,342
+101
| +8% | +$53.5K | 0.52% | 44 |
|
2022
Q3 | $627K | Buy |
1,241
+467
| +60% | +$236K | 0.36% | 31 |
|
2022
Q2 | $398K | Buy |
+774
| New | +$398K | 0.21% | 79 |
|