WEPOG
Wealth Enhancement & Preservation of GA’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $684K | Buy |
1,423
+119
| +9% | +$57.2K | 0.66% | 30 |
|
|
2023
Q1 | $616K | Buy |
1,304
+163
| +14% | +$77K | 0.74% | 34 |
|
|
2022
Q4 | $605K | Buy |
1,141
+291
| +34% | +$154K | 0.99% | 29 |
|
|
2022
Q3 | $429K | Sell |
850
-1,337
| -61% | -$675K | 0.69% | 31 |
|
|
2022
Q2 | $1.22M | Sell |
2,187
-742
| -25% | -$414K | 1.29% | 19 |
|
|
2022
Q1 | $1.49M | Sell |
2,929
-27
| -0.9% | -$13.8K | 1.15% | 21 |
|
|
2021
Q4 | $1.48M | Buy |
2,956
+23
| +0.8% | +$11.5K | 1% | 20 |
|
|
2021
Q3 | $1.15M | Buy |
2,933
+65
| +2% | +$25.4K | 0.88% | 32 |
|
|
2021
Q2 | $1.15M | Buy |
2,868
+77
| +3% | +$30.8K | 0.85% | 32 |
|
|
2021
Q1 | $1.05M | Buy |
2,791
+23
| +0.8% | +$8.61K | 0.8% | 32 |
|
|
2020
Q4 | $971K | Buy |
2,768
+393
| +17% | +$138K | 0.84% | 29 |
|
|
2020
Q3 | $735K | Buy |
2,375
+550
| +30% | +$170K | 0.76% | 30 |
|
|
2020
Q2 | $525K | Sell |
1,825
-915
| -33% | -$263K | 0.65% | 27 |
|
|
2020
Q1 | $622K | Sell |
2,740
-3,858
| -58% | -$876K | 0.59% | 34 |
|
|
2019
Q4 | $1.94M | Buy |
+6,598
| New | +$1.94M | 0.99% | 12 |
|