Peninsula Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $327K | Buy |
647
+30
| +5% | +$15.2K | 0.06% | 86 |
|
|
2024
Q3 | $353K | Buy |
617
+56
| +10% | +$32K | 0.06% | 80 |
|
|
2024
Q2 | $287K | Buy |
561
+12
| +2% | +$6.14K | 0.05% | 82 |
|
|
2024
Q1 | $271K | Sell |
549
-67
| -11% | -$33.1K | 0.05% | 80 |
|
|
2023
Q4 | $324K | Buy |
616
+35
| +6% | +$18.4K | 0.07% | 70 |
|
|
2023
Q3 | $303K | Buy |
581
+91
| +19% | +$47.5K | 0.07% | 67 |
|
|
2023
Q2 | $235K | Buy |
+490
| New | +$235K | 0.06% | 71 |
|
|
2023
Q1 | – | Sell |
-384
| Closed | -$204K | – | 75 |
|
|
2022
Q4 | $204K | Buy |
+384
| New | +$204K | 0.06% | 71 |
|