Wagner Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-141
| Closed | -$71K | – | 693 |
|
|
2022
Q3 | $71K | Sell |
141
-50
| -26% | -$25.2K | 0.05% | 175 |
|
|
2022
Q2 | $98K | Buy |
+191
| New | +$98K | 0.08% | 149 |
|
|
2022
Q1 | – | Sell |
-77
| Closed | -$39K | – | 630 |
|
|
2021
Q4 | $39K | Buy |
77
+11
| +17% | +$5.57K | 0.03% | 288 |
|
|
2021
Q3 | $30K | Buy |
66
+11
| +20% | +$5K | 0.02% | 320 |
|
|
2021
Q2 | $22K | Hold |
55
| – | – | 0.02% | 374 |
|
|
2021
Q1 | $20K | Buy |
+55
| New | +$20K | 0.02% | 364 |
|
|
2018
Q3 | $63K | Buy |
237
+137
| +137% | +$36.4K | 0.04% | 235 |
|
|
2018
Q2 | $25K | Buy |
+100
| New | +$25K | 0.02% | 296 |
|