Walled Lake Planning & Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-64
| Closed | -$25K | – | 299 |
|
|
2021
Q3 | $25K | Hold |
64
| – | – | 0.02% | 207 |
|
|
2021
Q2 | $26K | Hold |
64
| – | – | 0.02% | 193 |
|
|
2021
Q1 | $24K | Hold |
64
| – | – | 0.02% | 184 |
|
|
2020
Q4 | $22K | Hold |
64
| – | – | 0.02% | 172 |
|
|
2020
Q3 | $20K | Hold |
64
| – | – | 0.02% | 172 |
|
|
2020
Q2 | $19K | Hold |
64
| – | – | 0.02% | 158 |
|
|
2020
Q1 | $16K | Hold |
64
| – | – | 0.01% | 152 |
|
|
2019
Q4 | $19K | Buy |
+64
| New | +$19K | 0.01% | 162 |
|