WealthSource Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $2.88M | Sell |
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|
2022
Q1 | $3.16M | Sell |
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|
2021
Q4 | $3.2M | Sell |
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|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.02M | Sell |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $1.63M | Sell |
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|
2020
Q1 | $1.55M | Sell |
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|
2019
Q4 | $2.08M | Sell |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $944K | Buy |
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|
2018
Q4 | $526K | Buy |
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|
2018
Q3 | $529K | Buy |
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|
2018
Q2 | $448K | Buy |
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|
2018
Q1 | $318K | Buy |
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|
2017
Q4 | $285K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $321K | Sell |
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|
2016
Q2 | $392K | Hold |
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|
2016
Q1 | $358K | Buy |
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