YWP
YorkBridge Wealth Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.2M | Sell |
13,585
-426
| -3% | -$226K | 1.83% | 10 |
|
|
2022
Q3 | $7.08M | Buy |
14,011
+68
| +0.5% | +$34.3K | 1.82% | 10 |
|
|
2022
Q2 | $7.16M | Sell |
13,943
-1,331
| -9% | -$684K | 1.87% | 8 |
|
|
2022
Q1 | $7.79M | Sell |
15,274
-22
| -0.1% | -$11.2K | 1.71% | 11 |
|
|
2021
Q4 | $7.68M | Buy |
15,296
+272
| +2% | +$137K | 1.72% | 11 |
|
|
2021
Q3 | $5.87M | Buy |
15,024
+550
| +4% | +$215K | 1.48% | 15 |
|
|
2021
Q2 | $5.8M | Buy |
14,474
+197
| +1% | +$78.9K | 1.51% | 14 |
|
|
2021
Q1 | $5.31M | Buy |
14,277
+696
| +5% | +$259K | 1.57% | 13 |
|
|
2020
Q4 | $4.76M | Buy |
13,581
+515
| +4% | +$181K | 1.6% | 15 |
|
|
2020
Q3 | $4.07M | Buy |
13,066
+6,132
| +88% | +$1.91M | 1.71% | 15 |
|
|
2020
Q2 | $2.05M | Buy |
6,934
+81
| +1% | +$23.9K | 0.93% | 31 |
|
|
2020
Q1 | $1.71M | Sell |
6,853
-415
| -6% | -$103K | 1.05% | 26 |
|
|
2019
Q4 | $2.14M | Sell |
7,268
-326
| -4% | -$95.9K | 0.98% | 26 |
|
|
2019
Q3 | $1.65M | Sell |
7,594
-970
| -11% | -$211K | 0.83% | 41 |
|
|
2019
Q2 | $2.09M | Buy |
8,564
+247
| +3% | +$60.3K | 0.93% | 25 |
|
|
2019
Q1 | $2.06M | Sell |
8,317
-90
| -1% | -$22.2K | 0.95% | 24 |
|
|
2018
Q4 | $2.09M | Buy |
8,407
+48
| +0.6% | +$12K | 1.11% | 18 |
|
|
2018
Q3 | $2.25M | Sell |
8,359
-164
| -2% | -$44.1K | 1.03% | 19 |
|
|
2018
Q2 | $2.09M | Sell |
8,523
-75
| -0.9% | -$18.4K | 0.92% | 24 |
|
|
2018
Q1 | $1.93M | Sell |
8,598
-6
| -0.1% | -$1.35K | 0.89% | 24 |
|
|
2017
Q4 | $1.89M | Sell |
8,604
-659
| -7% | -$145K | 0.91% | 23 |
|
|
2017
Q3 | $1.81M | Sell |
9,263
-216
| -2% | -$42.3K | 0.94% | 23 |
|
|
2017
Q2 | $1.77M | Sell |
9,479
-76
| -0.8% | -$14.2K | 0.94% | 22 |
|
|
2017
Q1 | $1.66M | Buy |
9,555
+349
| +4% | +$60.8K | 0.87% | 27 |
|
|
2016
Q4 | $1.41M | Buy |
+9,206
| New | +$1.41M | 0.83% | 30 |
|