Wade Financial Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-433
| Closed | -$253K | – | 83 |
|
|
2024
Q3 | $253K | Sell |
433
-9
| -2% | -$5.26K | 0.09% | 70 |
|
|
2024
Q2 | $225K | Buy |
+442
| New | +$225K | 0.08% | 76 |
|
|
2024
Q1 | – | Sell |
-442
| Closed | -$233K | – | 79 |
|
|
2023
Q4 | $233K | Sell |
442
-11
| -2% | -$5.79K | 0.09% | 73 |
|
|
2023
Q3 | $228K | Buy |
+453
| New | +$228K | 0.1% | 68 |
|
|
2023
Q1 | – | Sell |
-553
| Closed | -$293K | – | 81 |
|
|
2022
Q4 | $293K | Hold |
553
| – | – | 0.13% | 67 |
|
|
2022
Q3 | $279K | Hold |
553
| – | – | 0.14% | 68 |
|
|
2022
Q2 | $284K | Hold |
553
| – | – | 0.13% | 67 |
|
|
2022
Q1 | $282K | Buy |
+553
| New | +$282K | 0.12% | 69 |
|