Spartan Planning & Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $674K | Buy |
1,280
+1,131
| +759% | +$595K | 0.72% | 25 |
|
|
2023
Q3 | $75.1K | Buy |
+149
| New | +$75.1K | 0.09% | 79 |
|
|
2022
Q4 | $371K | Sell |
700
-91
| -12% | -$48.2K | 0.46% | 33 |
|
|
2022
Q3 | $399K | Buy |
791
+22
| +3% | +$11.1K | 0.52% | 19 |
|
|
2022
Q2 | $395K | Buy |
769
+385
| +100% | +$198K | 0.53% | 21 |
|
|
2022
Q1 | $196K | Buy |
+384
| New | +$196K | 0.25% | 54 |
|