Trinity Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-548
| Closed | -$289K | – | 76 |
|
|
2023
Q4 | $289K | Sell |
548
-3
| -0.5% | -$1.58K | 0.14% | 59 |
|
|
2023
Q3 | $278K | Sell |
551
-29
| -5% | -$14.6K | 0.15% | 56 |
|
|
2023
Q2 | $279K | Buy |
580
+33
| +6% | +$15.9K | 0.15% | 58 |
|
|
2023
Q1 | $258K | Sell |
547
-19
| -3% | -$8.98K | 0.16% | 58 |
|
|
2022
Q4 | $300K | Buy |
+566
| New | +$300K | 0.2% | 48 |
|