WR Wealth Planners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $955K | Buy |
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|
2023
Q2 | $792K | Buy |
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|
2023
Q1 | $746K | Buy |
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|
2022
Q4 | $327K | Buy |
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|
2022
Q3 | $307K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $282K | Buy |
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