TA
Trellis Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-870
| Closed | -$439K | – | 69 |
|
|
2023
Q3 | $439K | Hold |
870
| – | – | 0.2% | 48 |
|
|
2023
Q2 | $418K | Buy |
870
+23
| +3% | +$11.1K | 0.19% | 50 |
|
|
2023
Q1 | $400K | Buy |
847
+7
| +0.8% | +$3.31K | 0.19% | 52 |
|
|
2022
Q4 | $445K | Sell |
840
-14
| -2% | -$7.42K | 0.23% | 46 |
|
|
2022
Q3 | $431K | Buy |
854
+38
| +5% | +$19.2K | 0.25% | 41 |
|
|
2022
Q2 | $419K | Buy |
816
+66
| +9% | +$33.9K | 0.23% | 46 |
|
|
2022
Q1 | $383K | Buy |
750
+5
| +0.7% | +$2.55K | 0.19% | 51 |
|
|
2021
Q4 | $374K | Sell |
745
-47
| -6% | -$23.6K | 0.18% | 56 |
|
|
2021
Q3 | $309K | Hold |
792
| – | – | 0.16% | 56 |
|
|
2021
Q2 | $317K | Sell |
792
-4
| -0.5% | -$1.6K | 0.16% | 58 |
|
|
2021
Q1 | $296K | Buy |
796
+5
| +0.6% | +$1.86K | 0.17% | 56 |
|
|
2020
Q4 | $277K | Buy |
791
+27
| +4% | +$9.46K | 0.17% | 57 |
|
|
2020
Q3 | $238K | Buy |
764
+36
| +5% | +$11.2K | 0.17% | 60 |
|
|
2020
Q2 | $215K | Buy |
+728
| New | +$215K | 0.17% | 59 |
|