Triad Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $901K | Buy |
1,786
+136
| +8% | +$68.6K | 0.32% | 35 |
|
|
2023
Q2 | $793K | Sell |
1,650
-40
| -2% | -$19.2K | 0.33% | 35 |
|
|
2023
Q1 | $799K | Sell |
1,690
-23
| -1% | -$10.9K | 0.35% | 35 |
|
|
2022
Q4 | $908K | Buy |
1,713
+1,075
| +168% | +$570K | 0.41% | 31 |
|
|
2022
Q3 | $322K | Buy |
638
+26
| +4% | +$13.1K | 0.18% | 69 |
|
|
2022
Q2 | $314K | Sell |
612
-109
| -15% | -$55.9K | 0.17% | 72 |
|
|
2022
Q1 | $368K | Sell |
721
-31
| -4% | -$15.8K | 0.2% | 69 |
|
|
2021
Q4 | $378K | Buy |
+752
| New | +$378K | 0.22% | 66 |
|