Seven Springs 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
Q3 | – | Sell |
-1,261
| Closed | -$606K | – | 64 |
|
|
2023
Q2 | $606K | Hold |
1,261
| – | – | 0.29% | 36 |
|
|
2023
Q1 | $596K | Hold |
1,261
| – | – | 0.29% | 35 |
|
|
2022
Q4 | $669K | Sell |
1,261
-479
| -28% | -$254K | 0.32% | 32 |
|
|
2022
Q3 | $879K | Buy |
1,740
+100
| +6% | +$50.5K | 0.48% | 27 |
|
|
2022
Q2 | $842K | Hold |
1,640
| – | – | 0.42% | 28 |
|
|
2022
Q1 | $836K | Hold |
1,640
| – | – | 0.4% | 31 |
|
|
2021
Q4 | $824K | Sell |
1,640
-904
| -36% | -$454K | 0.38% | 32 |
|
|
2021
Q3 | $994K | Hold |
2,544
| – | – | 0.49% | 24 |
|
|
2021
Q2 | $1.02M | Buy |
2,544
+940
| +59% | +$377K | 0.44% | 25 |
|
|
2021
Q1 | $597K | Sell |
1,604
-18
| -1% | -$6.7K | 0.28% | 33 |
|
|
2020
Q4 | $569K | Buy |
1,622
+18
| +1% | +$6.31K | 0.29% | 30 |
|
|
2020
Q3 | $500K | Hold |
1,604
| – | – | 0.31% | 29 |
|
|
2020
Q2 | $473K | Hold |
1,604
| – | – | 0.3% | 26 |
|
|
2020
Q1 | $400K | Sell |
1,604
-864
| -35% | -$215K | 0.28% | 29 |
|
|
2019
Q4 | $726K | Buy |
+2,468
| New | +$726K | 0.49% | 22 |
|