Personal Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-227
| Closed | -$91K | – | 375 |
|
|
2021
Q2 | $91K | Buy |
+227
| New | +$91K | 0.04% | 120 |
|
|
2020
Q1 | – | Sell |
-605
| Closed | -$178K | – | 580 |
|
|
2019
Q4 | $178K | Hold |
605
| – | – | 0.08% | 74 |
|
|
2019
Q3 | $131K | Buy |
605
+330
| +120% | +$71.5K | 0.06% | 87 |
|
|
2019
Q2 | $67K | Buy |
+275
| New | +$67K | 0.03% | 118 |
|