WealthStone’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.89M | Buy |
5,086
+160
| +3% | +$59.5K | 0.66% | 21 |
|
|
2020
Q4 | $1.73M | Buy |
4,926
+118
| +2% | +$41.4K | 0.61% | 23 |
|
|
2020
Q3 | $1.5M | Buy |
4,808
+382
| +9% | +$119K | 0.68% | 22 |
|
|
2020
Q2 | $1.31M | Buy |
+4,426
| New | +$1.31M | 0.62% | 20 |
|
|
2019
Q3 | – | Sell |
-3,260
| Closed | -$795K | – | 595 |
|
|
2019
Q2 | $795K | Buy |
+3,260
| New | +$795K | 0.36% | 58 |
|