Wellington Wealth Strategies’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.94M | Sell |
3,643
-376
| -9% | -$200K | 1.76% | 15 |
|
|
2024
Q3 | $2.27M | Buy |
+4,019
| New | +$2.27M | 1.72% | 19 |
|
|
2024
Q2 | – | Sell |
-3,056
| Closed | -$1.51M | – | 169 |
|
|
2024
Q1 | $1.51M | Sell |
3,056
-1,369
| -31% | -$677K | 0.7% | 47 |
|
|
2023
Q4 | $2.33M | Buy |
+4,425
| New | +$2.33M | 1.97% | 15 |
|
|
2020
Q4 | $2.33M | Buy |
+4,425
| New | +$2.33M | 1.97% | 15 |
|