Perfromance Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-343
| Closed | -$201K | – | 206 |
|
|
2024
Q3 | $201K | Buy |
+343
| New | +$201K | 0.01% | 187 |
|
|
2024
Q1 | – | Sell |
-8,203
| Closed | -$4.32M | – | 182 |
|
|
2023
Q4 | $4.32M | Buy |
8,203
+676
| +9% | +$356K | 0.19% | 42 |
|
|
2023
Q3 | $3.8M | Buy |
7,527
+833
| +12% | +$420K | 0.18% | 45 |
|
|
2023
Q2 | $3.15M | Buy |
6,694
+769
| +13% | +$362K | 0.15% | 50 |
|
|
2023
Q1 | $2.8M | Buy |
5,925
+1,316
| +29% | +$622K | 0.14% | 50 |
|
|
2022
Q4 | $2.44M | Buy |
4,609
+28
| +0.6% | +$14.8K | 0.15% | 49 |
|
|
2022
Q3 | $2.31M | Sell |
4,581
-53
| -1% | -$26.8K | 0.13% | 44 |
|
|
2022
Q2 | $2.38M | Sell |
4,634
-56
| -1% | -$28.8K | 0.13% | 45 |
|
|
2022
Q1 | $2.39M | Buy |
4,690
+264
| +6% | +$135K | 0.1% | 50 |
|
|
2021
Q4 | $2.22M | Buy |
+4,426
| New | +$2.22M | 0.09% | 56 |
|