Well Done LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-475
| Closed | -$235K | – | 190 |
|
|
2024
Q1 | $235K | Buy |
+475
| New | +$235K | 0.05% | 169 |
|
|
2023
Q2 | – | Sell |
-591
| Closed | -$279K | – | 181 |
|
|
2023
Q1 | $279K | Sell |
591
-32
| -5% | -$15.1K | 0.06% | 139 |
|
|
2022
Q4 | $330K | Sell |
623
-1
| -0.2% | -$530 | 0.07% | 131 |
|
|
2022
Q3 | $315K | Buy |
624
+57
| +10% | +$28.8K | 0.08% | 120 |
|
|
2022
Q2 | $291K | Sell |
567
-16
| -3% | -$8.21K | 0.06% | 132 |
|
|
2022
Q1 | $297K | Sell |
583
-52
| -8% | -$26.5K | 0.06% | 145 |
|
|
2021
Q4 | $319K | Buy |
635
+37
| +6% | +$18.6K | 0.06% | 134 |
|
|
2021
Q3 | $234K | Buy |
+598
| New | +$234K | 0.05% | 157 |
|
|
2021
Q2 | – | Sell |
-305
| Closed | -$113K | – | 177 |
|
|
2021
Q1 | $113K | Buy |
+305
| New | +$113K | 0.03% | 167 |
|
|
2019
Q1 | – | Sell |
-370
| Closed | -$92K | – | 616 |
|
|
2018
Q4 | $92K | Buy |
+370
| New | +$92K | 0.03% | 211 |
|
|
2018
Q2 | – | Sell |
-153
| Closed | -$33K | – | 493 |
|
|
2018
Q1 | $33K | Buy |
+153
| New | +$33K | 0.01% | 268 |
|