Wells Trecaso Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-378
| Closed | -$221K | – | 92 |
|
|
2024
Q3 | $221K | Buy |
+378
| New | +$221K | 0.07% | 87 |
|
|
2024
Q2 | – | Sell |
-409
| Closed | -$202K | – | 93 |
|
|
2024
Q1 | $202K | Buy |
+409
| New | +$202K | 0.07% | 93 |
|
|
2022
Q1 | – | Sell |
-525
| Closed | -$264K | – | 94 |
|
|
2021
Q4 | $264K | Hold |
525
| – | – | 0.11% | 78 |
|
|
2021
Q3 | $205K | Buy |
+525
| New | +$205K | 0.1% | 82 |
|