TCPWM
Traverso Chambers Private Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $237K | Sell |
450
-11
| -2% | -$5.79K | 0.06% | 113 |
|
|
2023
Q3 | $233K | Buy |
461
+14
| +3% | +$7.06K | 0.06% | 104 |
|
|
2023
Q2 | $215K | Hold |
447
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $211K | Buy |
447
+63
| +16% | +$29.8K | 0.06% | 111 |
|
|
2022
Q4 | $204K | Buy |
+384
| New | +$204K | 0.06% | 106 |
|