WealthTrust Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,009
| Closed | -$1.06M | – | 98 |
|
|
2023
Q4 | $1.06M | Sell |
2,009
-173
| -8% | -$91.1K | 0.89% | 28 |
|
|
2023
Q3 | $1.1M | Sell |
2,182
-43
| -2% | -$21.7K | 1.02% | 26 |
|
|
2023
Q2 | $1.07M | Sell |
2,225
-789
| -26% | -$379K | 0.97% | 28 |
|
|
2023
Q1 | $1.42M | Sell |
3,014
-248
| -8% | -$117K | 1.36% | 17 |
|
|
2022
Q4 | $1.73M | Sell |
3,262
-1,941
| -37% | -$1.03M | 1.67% | 17 |
|
|
2022
Q3 | $2.63M | Sell |
5,203
-200
| -4% | -$101K | 2.77% | 8 |
|
|
2022
Q2 | $2.78M | Buy |
5,403
+1,917
| +55% | +$985K | 2.62% | 10 |
|
|
2022
Q1 | $1.78M | Buy |
+3,486
| New | +$1.78M | 1.27% | 25 |
|