Sonoma Private 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 |
-1,552
| Closed | -$907K | – | 93 |
|
|
2024
Q3 | $907K | Sell |
1,552
-45
| -3% | -$26.3K | 1.41% | 20 |
|
|
2024
Q2 | $813K | Sell |
1,597
-56
| -3% | -$28.5K | 1.32% | 21 |
|
|
2024
Q1 | $818K | Buy |
1,653
+116
| +8% | +$57.4K | 1.32% | 23 |
|
|
2023
Q4 | $809K | Sell |
1,537
-152
| -9% | -$80K | 1.34% | 20 |
|
|
2023
Q3 | $852K | Sell |
1,689
-88
| -5% | -$44.4K | 1.55% | 14 |
|
|
2023
Q2 | $854K | Sell |
1,777
-18
| -1% | -$8.65K | 1.49% | 16 |
|
|
2023
Q1 | $848K | Sell |
1,795
-6
| -0.3% | -$2.84K | 1.69% | 16 |
|
|
2022
Q4 | $955K | Buy |
+1,801
| New | +$955K | 2.11% | 14 |
|