Wealth Enhancement & Preservation of GA’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $684K | Buy |
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|
2023
Q1 | $616K | Buy |
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|
2022
Q4 | $605K | Buy |
|
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|
2022
Q3 | $429K | Sell |
|
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|
2022
Q2 | $1.22M | Sell |
|
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|
2022
Q1 | $1.49M | Sell |
|
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|
2021
Q4 | $1.48M | Buy |
|
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|
2021
Q3 | $1.15M | Buy |
|
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|
2021
Q2 | $1.15M | Buy |
|
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|
2021
Q1 | $1.04M | Buy |
|
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|
2020
Q4 | $971K | Buy |
|
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|
2020
Q3 | $735K | Buy |
|
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|
2020
Q2 | $525K | Sell |
|
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|
2020
Q1 | $622K | Sell |
|
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|
2019
Q4 | $1.94M | Buy |
|