Regal Wealth Group’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$540K	Hold	991	–	–	0.33%	29
2023 Q3	$500K	Hold	991	–	–	0.34%	27
2023 Q2	$457K	Buy	991 +1	+0.1%	+$461	0.3%	27
2023 Q1	$482K	Buy	990 +2	+0.2%	+$973	0.34%	31
2022 Q4	$524K	Buy	988 +146	+17%	+$77.4K	0.38%	26
2022 Q3	$438K	Buy	842 +2	+0.2%	+$1.04K	0.34%	26
2022 Q2	$431K	Buy	840 +3	+0.4%	+$1.54K	0.31%	29
2022 Q1	$450K	Buy	837 +2	+0.2%	+$1.08K	0.28%	32
2021 Q4	$419K	Buy	835 +3	+0.4%	+$1.51K	0.24%	36
2021 Q3	$325K	Buy	832 +3	+0.4%	+$1.17K	0.2%	40
2021 Q2	$332K	Buy	829 +2	+0.2%	+$801	0.2%	40
2021 Q1	$308K	Buy	827 +3	+0.4%	+$1.12K	0.18%	39
2020 Q4	$289K	Buy	824 +3	+0.4%	+$1.05K	0.18%	40
2020 Q3	$256K	Buy	821 +4	+0.5%	+$1.25K	0.2%	40
2020 Q2	$241K	Buy	817 +3	+0.4%	+$885	0.2%	40
2020 Q1	$203K	Buy	814 +3	+0.4%	+$748	0.2%	36
2019 Q4	$238K	Buy	811 +4	+0.5%	+$1.17K	0.15%	40
2019 Q3	$176K	Buy	807 +3	+0.4%	+$654	0.12%	42
2019 Q2	$196K	Buy	804 +3	+0.4%	+$731	0.14%	41
2019 Q1	$198K	Buy	801 +3	+0.4%	+$742	0.14%	41
2018 Q4	$199K	Buy	798 +3	+0.4%	+$748	0.18%	39
2018 Q3	$212K	Buy	795 +2	+0.3%	+$533	0.15%	40
2018 Q2	$195K	Buy	793 +3	+0.4%	+$738	0.21%	41
2018 Q1	$169K	Buy	790 +2	+0.3%	+$428	0.13%	46
2017 Q4	$174K	Buy	788 +39	+5%	+$8.61K	0.12%	46
2017 Q3	$147K	Buy	749 +3	+0.4%	+$589	0.11%	47
2017 Q2	$138K	Buy	746 +3	+0.4%	+$555	0.11%	49
2017 Q1	$122K	Buy	+743	New	+$122K	0.09%	50