Surevest’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$102K Sell
201
-99
-33% -$50.2K 0.03% 165
2022
Q2
$154K Buy
300
+215
+253% +$110K 0.04% 148
2022
Q1
$43K Hold
85
0.01% 198
2021
Q4
$43K Buy
+85
New +$43K 0.01% 198