VW
Vantage Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-672
| Closed | -$343K | – | 35 |
|
|
2022
Q1 | $343K | Sell |
672
-34,387
| -98% | -$17.6M | 0.08% | 29 |
|
|
2021
Q4 | $17.6M | Sell |
35,059
-5,210
| -13% | -$2.62M | 3.89% | 14 |
|
|
2021
Q3 | $15.7M | Buy |
40,269
+429
| +1% | +$168K | 4.03% | 13 |
|
|
2021
Q2 | $16M | Buy |
39,840
+350
| +0.9% | +$140K | 3.9% | 14 |
|
|
2021
Q1 | $14.7M | Buy |
39,490
+190
| +0.5% | +$70.7K | 3.76% | 14 |
|
|
2020
Q4 | $13.8M | Buy |
39,300
+190
| +0.5% | +$66.6K | 3.71% | 13 |
|
|
2020
Q3 | $12.2M | Buy |
39,110
+545
| +1% | +$170K | 3.91% | 13 |
|
|
2020
Q2 | $11.4M | Buy |
38,565
+2,417
| +7% | +$713K | 4.1% | 10 |
|
|
2020
Q1 | $9.02M | Buy |
36,148
+320
| +0.9% | +$79.8K | 3.83% | 16 |
|
|
2019
Q4 | $10.5M | Buy |
35,828
+230
| +0.6% | +$67.6K | 3.92% | 12 |
|
|
2019
Q3 | $7.74M | Buy |
35,598
+603
| +2% | +$131K | 3.16% | 25 |
|
|
2019
Q2 | $8.54M | Buy |
+34,995
| New | +$8.54M | 3.53% | 20 |
|