TCWP’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,039
| Closed | -$529K | – | 54 |
|
|
2024
Q2 | $529K | Buy |
1,039
+7
| +0.7% | +$3.57K | 1.3% | 24 |
|
|
2024
Q1 | $511K | Sell |
1,032
-27
| -3% | -$13.4K | 1.36% | 26 |
|
|
2023
Q4 | $558K | Sell |
1,059
-4,422
| -81% | -$2.33M | 1.58% | 22 |
|
|
2023
Q3 | $2.76M | Buy |
5,481
+33
| +0.6% | +$16.6K | 2.1% | 11 |
|
|
2023
Q2 | $2.62M | Sell |
5,448
-508
| -9% | -$244K | 0.56% | 53 |
|
|
2023
Q1 | $2.81M | Sell |
5,956
-430
| -7% | -$203K | 0.53% | 61 |
|
|
2022
Q4 | $3.39M | Sell |
6,386
-699
| -10% | -$371K | 0.69% | 47 |
|
|
2022
Q3 | $3.58M | Buy |
7,085
+286
| +4% | +$144K | 0.76% | 38 |
|
|
2022
Q2 | $3.49M | Buy |
6,799
+118
| +2% | +$60.6K | 0.74% | 35 |
|
|
2022
Q1 | $3.41M | Sell |
6,681
-547
| -8% | -$279K | 0.62% | 43 |
|
|
2021
Q4 | $3.63M | Buy |
+7,228
| New | +$3.63M | 0.72% | 48 |
|