Peterson Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $87.7K | Buy |
+150
| New | +$87.7K | 0.34% | 61 |
|
|
2023
Q1 | – | Sell |
-3,930
| Closed | -$2.08M | – | 69 |
|
|
2022
Q4 | $2.08M | Sell |
3,930
-2,228
| -36% | -$1.18M | 2.75% | 3 |
|
|
2022
Q3 | $3.11M | Buy |
6,158
+272
| +5% | +$137K | 3.02% | 4 |
|
|
2022
Q2 | $3.02M | Buy |
5,886
+295
| +5% | +$152K | 2.85% | 4 |
|
|
2022
Q1 | $2.85M | Buy |
5,591
+188
| +3% | +$95.9K | 2.36% | 7 |
|
|
2021
Q4 | $2.71M | Buy |
+5,403
| New | +$2.71M | 2.21% | 8 |
|