Ten Capital Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $344K | Buy |
716
+299
| +72% | +$144K | 0.1% | 82 |
|
2023
Q1 | $197K | Buy |
417
+174
| +72% | +$82.2K | 0.06% | 107 |
|
2022
Q4 | $129K | Sell |
243
-71
| -23% | -$37.6K | 0.05% | 114 |
|
2022
Q3 | $159K | Buy |
314
+51
| +19% | +$25.8K | 0.07% | 89 |
|
2022
Q2 | $135K | Hold |
263
| – | – | 0.06% | 102 |
|
2022
Q1 | $134K | Buy |
263
+172
| +189% | +$87.6K | 0.06% | 97 |
|
2021
Q4 | $46K | Sell |
91
-68
| -43% | -$34.4K | 0.02% | 141 |
|
2021
Q3 | $62K | Buy |
159
+68
| +75% | +$26.5K | 0.03% | 118 |
|
2021
Q2 | $36K | Buy |
91
+48
| +112% | +$19K | 0.01% | 202 |
|
2021
Q1 | $15K | Hold |
43
| – | – | ﹤0.01% | 239 |
|
2020
Q4 | $15K | Buy |
+43
| New | +$15K | ﹤0.01% | 234 |
|