Vivid Wealth Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-420
Closed -$214K 74
2024
Q2
$214K Sell
420
-1,007
-71% -$513K 0.12% 69
2024
Q1
$706K Sell
1,427
-37
-3% -$18.3K 0.44% 40
2023
Q4
$771K Buy
+1,464
New +$771K 0.52% 37