Schubert & Co’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 |
-17
| Closed | -$8.04K | – | 1442 |
|
|
2023
Q1 | $8.04K | Sell |
17
-6
| -26% | -$2.84K | 0.01% | 274 |
|
|
2022
Q4 | $12.2K | Buy |
23
+5
| +28% | +$2.65K | 0.01% | 188 |
|
|
2022
Q3 | $9K | Buy |
18
+2
| +13% | +$1K | 0.01% | 222 |
|
|
2022
Q2 | $8K | Hold |
16
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $8K | Buy |
16
+3
| +23% | +$1.5K | 0.01% | 126 |
|
|
2021
Q4 | $7K | Buy |
+13
| New | +$7K | 0.01% | 112 |
|