Novak Financial Planning’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$1.48M Buy
3,704
+5
+0.1% +$2K 0.73% 46
2021
Q1
$1.38M Sell
3,699
-16
-0.4% -$5.95K 0.76% 44
2020
Q4
$1.3M Buy
+3,715
New +$1.3M 0.77% 40