RFWA
RPg Family Wealth Advisory’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-64
| Closed | -$32.6K | – | 303 |
|
|
2022
Q1 | $32.6K | Hold |
64
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $32.1K | Hold |
64
| – | – | 0.01% | 193 |
|
|
2021
Q3 | $25K | Hold |
64
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $25.6K | Buy |
+64
| New | +$25.6K | 0.01% | 206 |
|
|
2020
Q4 | $22.4K | Hold |
64
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $20K | Hold |
64
| – | – | 0.01% | 216 |
|
|
2020
Q2 | $18.9K | Hold |
64
| – | – | 0.01% | 219 |
|
|
2020
Q1 | $16K | Hold |
64
| – | – | 0.01% | 209 |
|
|
2019
Q4 | $18.8K | Hold |
64
| – | – | 0.01% | 221 |
|
|
2019
Q3 | $13.9K | Hold |
64
| – | – | 0.01% | 261 |
|
|
2019
Q2 | $15.6K | Hold |
64
| – | – | 0.01% | 245 |
|
|
2019
Q1 | $15.8K | Sell |
64
-16,174
| -100% | -$4M | 0.01% | 250 |
|
|
2018
Q4 | $4.05M | Buy |
16,238
+16,174
| +25,272% | +$4.03M | 3.94% | 10 |
|
|
2018
Q3 | $17K | Hold |
64
| – | – | 0.01% | 199 |
|
|
2018
Q2 | $15.7K | Hold |
64
| – | – | 0.01% | 195 |
|
|
2018
Q1 | $13.7K | Hold |
64
| – | – | 0.01% | 220 |
|
|
2017
Q4 | $14.1K | Hold |
64
| – | – | 0.01% | 237 |
|
|
2017
Q3 | $12.5K | Hold |
64
| – | – | 0.01% | 255 |
|
|
2017
Q2 | $11.9K | Hold |
64
| – | – | 0.01% | 283 |
|
|
2017
Q1 | $10.5K | Sell |
64
-615
| -91% | -$101K | 0.01% | 259 |
|
|
2016
Q4 | $109K | Sell |
679
-12
| -2% | -$1.92K | 0.09% | 79 |
|
|
2016
Q3 | $96.7K | Hold |
691
| – | – | 0.07% | 79 |
|
|
2016
Q2 | $97.6K | Sell |
691
-53
| -7% | -$7.48K | 0.04% | 86 |
|
|
2016
Q1 | $95.9K | Buy |
744
+119
| +19% | +$15.3K | 0.07% | 88 |
|
|
2015
Q4 | $73.5K | Buy |
+625
| New | +$73.5K | 0.07% | 75 |
|