Sweet Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.38M | Sell |
7,487
-216
| -3% | -$126K | 0.95% | 16 |
|
|
2024
Q2 | $3.92M | Buy |
7,703
+513
| +7% | +$261K | 0.9% | 17 |
|
|
2024
Q1 | $3.56M | Buy |
7,190
+536
| +8% | +$265K | 0.82% | 19 |
|
|
2023
Q4 | $3.5M | Buy |
6,654
+348
| +6% | +$183K | 0.83% | 18 |
|
|
2023
Q3 | $3.18M | Buy |
6,306
+427
| +7% | +$215K | 0.84% | 19 |
|
|
2023
Q2 | $2.83M | Buy |
5,879
+1,275
| +28% | +$613K | 0.74% | 21 |
|
|
2023
Q1 | $2.18M | Buy |
4,604
+1,651
| +56% | +$780K | 0.6% | 28 |
|
|
2022
Q4 | $1.57M | Buy |
2,953
+4
| +0.1% | +$2.12K | 0.46% | 31 |
|
|
2022
Q3 | $1.49M | Sell |
2,949
-1,164
| -28% | -$588K | 0.47% | 26 |
|
|
2022
Q2 | $2.11M | Buy |
4,113
+298
| +8% | +$153K | 0.66% | 22 |
|
|
2022
Q1 | $1.95M | Buy |
3,815
+1,728
| +83% | +$881K | 0.52% | 29 |
|
|
2021
Q4 | $1.05M | Buy |
+2,087
| New | +$1.05M | 0.44% | 32 |
|