Taylor Wealth Management Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$626K Sell
1,219
-1
-0.1% -$514 0.36% 44
2022
Q1
$622K Buy
1,220
+176
+17% +$89.7K 0.25% 50
2021
Q4
$524K Buy
1,044
+245
+31% +$123K 0.18% 48
2021
Q3
$312K Buy
799
+101
+14% +$39.4K 0.11% 60
2021
Q2
$280K Buy
+698
New +$280K 0.1% 59