Lucia Wealth Services’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$210K Buy
2020
Q2
$196K Sell
2020
Q1
$171K Buy
2019
Q4
$91K Hold
2019
Q3
$68K Hold
2019
Q2
$76K Hold
2019
Q1
$77K Buy
2018
Q4
$71K Sell
2018
Q3
$88K Buy
2018
Q2
$51K Sell
2018
Q1
$49K Buy