Private Wealth Advisors (Pennsylvania)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $373K | Sell |
1,064
-330
| -24% | -$116K | 0.21% | 82 |
|
|
2020
Q3 | $435K | Buy |
1,394
+254
| +22% | +$79.3K | 0.28% | 61 |
|
|
2020
Q2 | $336K | Hold |
1,140
| – | – | 0.23% | 76 |
|
|
2020
Q1 | $324K | Sell |
1,140
-25
| -2% | -$7.11K | 0.25% | 72 |
|
|
2019
Q4 | $333K | Sell |
1,165
-294
| -20% | -$84K | 0.18% | 104 |
|
|
2019
Q3 | $317K | Buy |
1,459
+96
| +7% | +$20.9K | 0.16% | 111 |
|
|
2019
Q2 | $333K | Buy |
1,363
+445
| +48% | +$109K | 0.12% | 115 |
|
|
2019
Q1 | $227K | Buy |
918
+31
| +3% | +$7.67K | 0.08% | 127 |
|
|
2018
Q4 | $221K | Sell |
887
-75
| -8% | -$18.7K | 0.1% | 122 |
|
|
2018
Q3 | $256K | Buy |
+962
| New | +$256K | 0.09% | 122 |
|