WR Wealth Planners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.17M | Sell |
2,315
-317
| -12% | -$160K | 0.38% | 40 |
|
|
2024
Q3 | $1.54M | Buy |
2,632
+37
| +1% | +$21.6K | 0.43% | 41 |
|
|
2024
Q2 | $1.32M | Buy |
2,595
+61
| +2% | +$31.1K | 0.4% | 42 |
|
|
2024
Q1 | $1.25M | Buy |
2,534
+73
| +3% | +$36.1K | 0.39% | 42 |
|
|
2023
Q4 | $1.3M | Buy |
2,461
+567
| +30% | +$299K | 0.48% | 42 |
|
|
2023
Q3 | $955K | Buy |
1,894
+247
| +15% | +$125K | 0.36% | 46 |
|
|
2023
Q2 | $792K | Buy |
1,647
+68
| +4% | +$32.7K | 0.31% | 56 |
|
|
2023
Q1 | $746K | Buy |
1,579
+962
| +156% | +$455K | 0.32% | 53 |
|
|
2022
Q4 | $327K | Buy |
617
+9
| +1% | +$4.77K | 0.2% | 77 |
|
|
2022
Q3 | $307K | Buy |
608
+43
| +8% | +$21.7K | 0.22% | 77 |
|
|
2022
Q2 | $290K | Buy |
565
+12
| +2% | +$6.16K | 0.19% | 90 |
|
|
2022
Q1 | $282K | Buy |
+553
| New | +$282K | 0.17% | 98 |
|