REDW Wealth’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 |
-802
| Closed | -$469K | – | 164 |
|
|
2024
Q3 | $469K | Sell |
802
-77
| -9% | -$45K | 0.12% | 92 |
|
|
2024
Q2 | $448K | Hold |
879
| – | – | 0.12% | 93 |
|
|
2024
Q1 | $435K | Sell |
879
-5
| -0.6% | -$2.47K | 0.12% | 94 |
|
|
2023
Q4 | $465K | Sell |
884
-27
| -3% | -$14.2K | 0.13% | 83 |
|
|
2023
Q3 | $459K | Sell |
911
-27
| -3% | -$13.6K | 0.14% | 85 |
|
|
2023
Q2 | $451K | Buy |
938
+28
| +3% | +$13.5K | 0.14% | 89 |
|
|
2023
Q1 | $430K | Buy |
910
+192
| +27% | +$90.7K | 0.14% | 86 |
|
|
2022
Q4 | $381K | Buy |
+718
| New | +$381K | 0.13% | 91 |
|