Planning Solutions Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$664K Hold
2,722
0.34% 61
2019
Q1
$673K Sell
2,722
-300
-10% -$74.2K 0.36% 57
2018
Q4
$753K Buy
+3,022
New +$753K 0.46% 45