OAM
Optimal Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,206
| Closed | -$2.53M | – | 423 |
|
|
2020
Q4 | $2.53M | Hold |
7,206
| – | – | 0.36% | 86 |
|
|
2020
Q3 | $2.25M | Sell |
7,206
-1,611
| -18% | -$502K | 0.33% | 98 |
|
|
2020
Q2 | $2.6M | Sell |
8,817
-14,001
| -61% | -$4.13M | 0.42% | 73 |
|
|
2020
Q1 | $5.69K | Buy |
22,818
+12,097
| +113% | +$3.02K | 0.53% | 41 |
|
|
2019
Q4 | $3.15M | Buy |
+10,721
| New | +$3.15M | 0.48% | 50 |
|