Wealthspire Advisors (Maryland)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.1M | Buy |
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2020
Q2 | $5.58M | Sell |
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|
2020
Q1 | $4.74M | Sell |
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|
2019
Q4 | $5.62M | Buy |
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|
2019
Q3 | $4.14M | Buy |
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|
2019
Q2 | $4.55M | Buy |
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|
2019
Q1 | $4.11M | Buy |
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|
2018
Q4 | $4.03M | Sell |
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|
2018
Q3 | $4.36M | Buy |
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|
2018
Q2 | $3.94M | Sell |
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|
2018
Q1 | $3.51M | Buy |
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|
2017
Q4 | $3.54M | Buy |
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|
2017
Q3 | $2.7M | Buy |
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|
2017
Q2 | $2.52M | Buy |
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|
2017
Q1 | $1.26M | Sell |
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|
2016
Q4 | $1.26M | Sell |
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|
2016
Q3 | $1.22M | Buy |
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|
2016
Q2 | $1.23M | Buy |
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|
2016
Q1 | $1.1M | Buy |
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|
2015
Q4 | $893K | Buy |
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