South Shore Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $797K | Hold |
1,578
| – | – | 1.86% | 10 |
|
|
2022
Q2 | $811K | Sell |
1,578
-19
| -1% | -$9.77K | 1.69% | 13 |
|
|
2022
Q1 | $814K | Buy |
1,597
+42
| +3% | +$21.4K | 1.33% | 16 |
|
|
2021
Q4 | $781K | Hold |
1,555
| – | – | 1.27% | 19 |
|
|
2021
Q3 | $608K | Sell |
1,555
-84
| -5% | -$32.8K | 1.1% | 28 |
|
|
2021
Q2 | $656K | Hold |
1,639
| – | – | 1.16% | 19 |
|
|
2021
Q1 | $610K | Sell |
1,639
-64
| -4% | -$23.8K | 0.61% | 38 |
|
|
2020
Q4 | $597K | Buy |
+1,703
| New | +$597K | 0.59% | 43 |
|