LIBERTY WEALTH MANAGEMENT LLC – UnitedHealth Group Incorporated Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$701,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +95.91% | 680 shares | 337K | $505.04 | 1.38K |
| Q2 2022 | share | Increase | +7.91% | 52 shares | 31K | $513.63 | 709 |
| Q1 2022 | share | Decrease | -11.69% | -87 shares | -40K | $509.97 | 657 |
| Q4 2021 | share | Decrease | -34.33% | -389 shares | -97K | $504.43 | 744 |
| Q3 2021 | share | Increase | +65.16% | 447 shares | 195K | $389.48 | 1.13K |
| Q2 2021 | share | Increase | +7.86% | 50 shares | 63K | $397.72 | 686 |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $368.18 | 636 | |
| Q4 2020 | share | Decrease | -27.06% | -236 shares | -60K | $345.8 | 636 |
| Q3 2020 | share | Decrease | -11.02% | -108 shares | -17K | $306.33 | 872 |
| Q2 2020 | share | Decrease | -5.77% | -60 shares | 30K | $288.61 | 980 |
| Q1 2020 | share | Decrease | -0.29% | -3 shares | -48K | $242.98 | 1.04K |
| Q4 2019 | share | Increase | +2.86% | 29 shares | 87K | $285.3 | 1.04K |
| Q3 2019 | share | Increase | +8.92% | 83 shares | -7K | $210.09 | 1.01K |
| Q2 2019 | share | Decrease | -0.21% | -2 shares | -3K | $234.81 | 931 |
| Q1 2019 | share | Increase | +6.26% | 55 shares | 12K | $236.89 | 933 |
| Q4 2018 | share | Increase | 0.00% | 878 shares | 218K | $237.77 | 878 |