NEIRG Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,097
| Closed | -$1.49M | – | 111 |
|
|
2023
Q2 | $1.49M | Sell |
3,097
-13
| -0.4% | -$6.25K | 0.27% | 69 |
|
|
2023
Q1 | $1.47M | Buy |
3,110
+30
| +1% | +$14.2K | 0.25% | 76 |
|
|
2022
Q4 | $1.63M | Sell |
3,080
-4
| -0.1% | -$2.12K | 0.31% | 74 |
|
|
2022
Q3 | $1.56M | Buy |
3,084
+828
| +37% | +$418K | 0.31% | 75 |
|
|
2022
Q2 | $1.16M | Buy |
+2,256
| New | +$1.16M | 0.25% | 82 |
|