Swaine & Leidel Wealth Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4.48K | Buy |
+4,479
| New | +$4.48K | 3.44% | 2 |
|
|
2021
Q1 | $4.48M | Buy |
12,038
+860
| +8% | +$320K | 2.89% | 2 |
|
|
2020
Q4 | $3.92M | Sell |
11,178
-481
| -4% | -$169K | 2.84% | 6 |
|
|
2020
Q3 | $3.64M | Sell |
11,659
-230
| -2% | -$71.7K | 3.54% | 4 |
|
|
2020
Q2 | $3.51M | Sell |
11,889
-111
| -0.9% | -$32.7K | 3.57% | 7 |
|
|
2020
Q1 | $2.99M | Buy |
12,000
+488
| +4% | +$122K | 3.11% | 7 |
|
|
2019
Q4 | $3.38M | Buy |
+11,512
| New | +$3.38M | 2.82% | 7 |
|