McNaughton Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-460
| Closed | -$228K | – | 55 |
|
|
2024
Q1 | $228K | Buy |
460
+7
| +2% | +$3.46K | 0.13% | 51 |
|
|
2023
Q4 | $238K | Buy |
+453
| New | +$238K | 0.14% | 50 |
|
|
2020
Q3 | – | Sell |
-719
| Closed | -$212K | – | 49 |
|
|
2020
Q2 | $212K | Buy |
+719
| New | +$212K | 0.2% | 45 |
|
|
2020
Q1 | – | Sell |
-763
| Closed | -$224K | – | 48 |
|
|
2019
Q4 | $224K | Buy |
+763
| New | +$224K | 0.21% | 46 |
|