TKG 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 | – | Sell |
-3,828
| Closed | -$1.81M | – | 110 |
|
|
2023
Q1 | $1.81M | Sell |
3,828
-1,009
| -21% | -$477K | 1.13% | 33 |
|
|
2022
Q4 | $2.56M | Buy |
4,837
+279
| +6% | +$148K | 1.69% | 19 |
|
|
2022
Q3 | $2.3M | Buy |
4,558
+1,122
| +33% | +$567K | 1.83% | 19 |
|
|
2022
Q2 | $1.77M | Buy |
+3,436
| New | +$1.77M | 1.52% | 25 |
|