TrueWealth LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $431K | Sell |
1,462
-259
| -15% | -$76.4K | 0.18% | 78 |
|
|
2020
Q1 | $429K | Sell |
1,721
-151
| -8% | -$37.6K | 0.21% | 74 |
|
|
2019
Q4 | $550K | Buy |
1,872
+17
| +0.9% | +$5K | 0.22% | 70 |
|
|
2019
Q3 | $403K | Sell |
1,855
-6
| -0.3% | -$1.3K | 0.17% | 83 |
|
|
2019
Q2 | $454K | Sell |
1,861
-74
| -4% | -$18.1K | 0.2% | 75 |
|
|
2019
Q1 | $478K | Buy |
1,935
+21
| +1% | +$5.19K | 0.22% | 75 |
|
|
2018
Q4 | $477K | Buy |
1,914
+179
| +10% | +$44.6K | 0.24% | 65 |
|
|
2018
Q3 | $462K | Sell |
1,735
-11
| -0.6% | -$2.93K | 0.21% | 74 |
|
|
2018
Q2 | $428K | Sell |
1,746
-340
| -16% | -$83.3K | 0.2% | 74 |
|
|
2018
Q1 | $446K | Buy |
2,086
+111
| +6% | +$23.7K | 0.22% | 68 |
|
|
2017
Q4 | $435K | Buy |
+1,975
| New | +$435K | 0.2% | 76 |
|