WealthOne’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-618
| Closed | -$230K | – | 140 |
|
|
2021
Q1 | $230K | Buy |
618
+31
| +5% | +$11.5K | 0.1% | 108 |
|
|
2020
Q4 | $206K | Sell |
587
-95
| -14% | -$33.3K | 0.1% | 105 |
|
|
2020
Q3 | $213K | Buy |
+682
| New | +$213K | 0.12% | 100 |
|
|
2019
Q1 | – | Sell |
-290
| Closed | -$72K | – | 534 |
|
|
2018
Q4 | $72K | Buy |
+290
| New | +$72K | 0.06% | 149 |
|