Abbrea Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.78M | Sell |
7,422
-379
| -5% | -$193K | 0.5% | 44 |
|
|
2024
Q1 | $3.86M | Buy |
7,801
+156
| +2% | +$77.2K | 0.51% | 42 |
|
|
2023
Q4 | $4.03M | Buy |
7,645
+245
| +3% | +$129K | 0.58% | 40 |
|
|
2023
Q3 | $3.73M | Buy |
7,400
+114
| +2% | +$57.5K | 0.59% | 40 |
|
|
2023
Q2 | $3.5M | Buy |
7,286
+212
| +3% | +$102K | 0.54% | 45 |
|
|
2023
Q1 | $3.34M | Buy |
7,074
+56
| +0.8% | +$26.5K | 0.57% | 43 |
|
|
2022
Q4 | $3.72M | Buy |
7,018
+165
| +2% | +$87.5K | 0.67% | 38 |
|
|
2022
Q3 | $3.46M | Sell |
6,853
-135
| -2% | -$68.2K | 0.65% | 36 |
|
|
2022
Q2 | $3.59M | Buy |
6,988
+159
| +2% | +$81.7K | 0.6% | 41 |
|
|
2022
Q1 | $3.48M | Buy |
6,829
+260
| +4% | +$133K | 0.49% | 49 |
|
|
2021
Q4 | $3.3M | Buy |
6,569
+759
| +13% | +$381K | 0.44% | 56 |
|
|
2021
Q3 | $2.27M | Buy |
5,810
+334
| +6% | +$130K | 0.34% | 67 |
|
|
2021
Q2 | $2.19M | Buy |
5,476
+497
| +10% | +$199K | 0.33% | 68 |
|
|
2021
Q1 | $1.85M | Buy |
4,979
+494
| +11% | +$184K | 0.31% | 74 |
|
|
2020
Q4 | $1.57M | Buy |
4,485
+262
| +6% | +$91.9K | 0.28% | 74 |
|
|
2020
Q3 | $1.32M | Sell |
4,223
-80
| -2% | -$24.9K | 0.28% | 78 |
|
|
2020
Q2 | $1.27M | Sell |
4,303
-398
| -8% | -$117K | 0.29% | 76 |
|
|
2020
Q1 | $1.17M | Buy |
4,701
+110
| +2% | +$27.4K | 0.31% | 75 |
|
|
2019
Q4 | $1.35M | Buy |
4,591
+505
| +12% | +$148K | 0.29% | 76 |
|
|
2019
Q3 | $888K | Buy |
4,086
+80
| +2% | +$17.4K | 0.21% | 98 |
|
|
2019
Q2 | $978K | Buy |
4,006
+93
| +2% | +$22.7K | 0.24% | 93 |
|
|
2019
Q1 | $968K | Buy |
3,913
+120
| +3% | +$29.7K | 0.28% | 84 |
|
|
2018
Q4 | $945K | Buy |
3,793
+70
| +2% | +$17.4K | 0.31% | 79 |
|
|
2018
Q3 | $990K | Hold |
3,723
| – | – | 0.29% | 77 |
|
|
2018
Q2 | $913K | Buy |
3,723
+455
| +14% | +$112K | 0.29% | 78 |
|
|
2018
Q1 | $699K | Buy |
3,268
+441
| +16% | +$94.3K | 0.23% | 91 |
|
|
2017
Q4 | $623K | Sell |
2,827
-65
| -2% | -$14.3K | 0.21% | 99 |
|
|
2017
Q3 | $566K | Buy |
2,892
+190
| +7% | +$37.2K | 0.21% | 100 |
|
|
2017
Q2 | $501K | Buy |
2,702
+25
| +0.9% | +$4.64K | 0.2% | 97 |
|
|
2017
Q1 | $439K | Hold |
2,677
| – | – | 0.18% | 102 |
|
|
2016
Q4 | $428K | Buy |
+2,677
| New | +$428K | 0.2% | 99 |
|