RE Dickinson Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$7K | – | 413 |
|
|
2023
Q1 | $7K | Buy |
+15
| New | +$7K | ﹤0.01% | 289 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$7 | – | 289 |
|
|
2022
Q2 | $7 | Hold |
14
| – | – | ﹤0.01% | 185 |
|
|
2022
Q1 | $7K | Hold |
14
| – | – | ﹤0.01% | 199 |
|
|
2021
Q4 | $7K | Buy |
+14
| New | +$7K | 0.01% | 197 |
|