Providence Capital Advisors’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 |
-80
| Closed | -$46.8K | – | 324 |
|
|
2024
Q3 | $46.8K | Hold |
80
| – | – | 0.01% | 177 |
|
|
2024
Q2 | $40.7K | Sell |
80
-1
| -1% | -$509 | 0.01% | 171 |
|
|
2024
Q1 | $40.1K | Hold |
81
| – | – | 0.01% | 170 |
|
|
2023
Q4 | $42.6K | Sell |
81
-11
| -12% | -$5.79K | 0.01% | 171 |
|
|
2023
Q3 | $46.4K | Buy |
92
+91
| +9,100% | +$45.9K | 0.01% | 159 |
|
|
2023
Q2 | $481 | Sell |
1
-3
| -75% | -$1.44K | ﹤0.01% | 298 |
|
|
2023
Q1 | $1.89K | Buy |
+4
| New | +$1.89K | ﹤0.01% | 276 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$8K | – | 518 |
|
|
2021
Q4 | $8K | Buy |
+16
| New | +$8K | ﹤0.01% | 242 |
|
|
2019
Q2 | – | Sell |
-42
| Closed | -$10K | – | 305 |
|
|
2019
Q1 | $10K | Buy |
+42
| New | +$10K | 0.01% | 179 |
|
|
2018
Q1 | – | Sell |
-48
| Closed | -$11K | – | 299 |
|
|
2017
Q4 | $11K | Buy |
+48
| New | +$11K | 0.01% | 194 |
|