TIAM2
Tru Independence Asset Management 2’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $659K | Buy |
+1,305
| New | +$659K | 0.7% | 23 |
|
|
2022
Q2 | – | Sell |
-478
| Closed | -$244K | – | 96 |
|
|
2022
Q1 | $244K | Sell |
478
-76
| -14% | -$38.8K | 0.14% | 80 |
|
|
2021
Q4 | $278K | Buy |
554
+29
| +6% | +$14.6K | 0.15% | 105 |
|
|
2021
Q3 | $205K | Buy |
+525
| New | +$205K | 0.15% | 100 |
|
|
2021
Q1 | – | Sell |
-361
| Closed | -$127K | – | 393 |
|
|
2020
Q4 | $127K | Buy |
+361
| New | +$127K | 0.11% | 110 |
|