Access Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-773
| Closed | -$310K | – | 118 |
|
|
2021
Q2 | $310K | Buy |
773
+23
| +3% | +$9.22K | 0.14% | 102 |
|
|
2021
Q1 | $279K | Hold |
750
| – | – | 0.13% | 93 |
|
|
2020
Q4 | $263K | Buy |
+750
| New | +$263K | 0.13% | 88 |
|
|
2020
Q1 | – | Sell |
-7,519
| Closed | -$2.21M | – | 76 |
|
|
2019
Q4 | $2.21M | Sell |
7,519
-107
| -1% | -$31.5K | 1.28% | 14 |
|
|
2019
Q3 | $1.66M | Sell |
7,626
-325
| -4% | -$70.6K | 1.18% | 26 |
|
|
2019
Q2 | $1.94M | Buy |
7,951
+6,211
| +357% | +$1.52M | 1.48% | 16 |
|
|
2019
Q1 | $430K | Buy |
1,740
+75
| +5% | +$18.5K | 0.34% | 55 |
|
|
2018
Q4 | $415K | Buy |
1,665
+318
| +24% | +$79.3K | 0.37% | 54 |
|
|
2018
Q3 | $358K | Hold |
1,347
| – | – | 0.25% | 57 |
|
|
2018
Q2 | $330K | Sell |
1,347
-50
| -4% | -$12.2K | 0.23% | 58 |
|
|
2018
Q1 | $299K | Sell |
1,397
-75
| -5% | -$16.1K | 0.22% | 59 |
|
|
2017
Q4 | $325K | Sell |
1,472
-45
| -3% | -$9.94K | 0.22% | 61 |
|
|
2017
Q3 | $297K | Hold |
1,517
| – | – | 0.23% | 59 |
|
|
2017
Q2 | $281K | Hold |
1,517
| – | – | 0.23% | 60 |
|
|
2017
Q1 | $249K | Hold |
1,517
| – | – | 0.21% | 62 |
|
|
2016
Q4 | $243K | Buy |
+1,517
| New | +$243K | 0.22% | 61 |
|