ACG Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $602K | Sell |
1,192
-377
| -24% | -$190K | 0.14% | 149 |
|
|
2022
Q2 | $806K | Buy |
1,569
+295
| +23% | +$152K | 0.16% | 134 |
|
|
2022
Q1 | $650K | Buy |
1,274
+56
| +5% | +$28.6K | 0.12% | 160 |
|
|
2021
Q4 | $612K | Sell |
1,218
-17
| -1% | -$8.54K | 0.09% | 195 |
|
|
2021
Q3 | $483K | Buy |
1,235
+72
| +6% | +$28.2K | 0.06% | 198 |
|
|
2021
Q2 | $466K | Sell |
1,163
-173
| -13% | -$69.3K | 0.06% | 204 |
|
|
2021
Q1 | $497K | Sell |
1,336
-1,315
| -50% | -$489K | 0.07% | 196 |
|
|
2020
Q4 | $930K | Buy |
2,651
+118
| +5% | +$41.4K | 0.13% | 138 |
|
|
2020
Q3 | $790K | Sell |
2,533
-12
| -0.5% | -$3.74K | 0.12% | 137 |
|
|
2020
Q2 | $751K | Sell |
2,545
-112
| -4% | -$33.1K | 0.12% | 144 |
|
|
2020
Q1 | $663K | Buy |
2,657
+82
| +3% | +$20.5K | 0.12% | 154 |
|
|
2019
Q4 | $757K | Sell |
2,575
-68
| -3% | -$20K | 0.11% | 162 |
|
|
2019
Q3 | $574K | Sell |
2,643
-2,395
| -48% | -$520K | 0.08% | 193 |
|
|
2019
Q2 | $1.23M | Sell |
5,038
-17,830
| -78% | -$4.35M | 0.17% | 130 |
|
|
2019
Q1 | $5.65M | Sell |
22,868
-48
| -0.2% | -$11.9K | 0.76% | 30 |
|
|
2018
Q4 | $5.71M | Sell |
22,916
-188
| -0.8% | -$46.8K | 0.88% | 25 |
|
|
2018
Q3 | $6.15M | Sell |
23,104
-95
| -0.4% | -$25.3K | 0.81% | 29 |
|
|
2018
Q2 | $5.69M | Sell |
23,199
-825
| -3% | -$202K | 0.86% | 29 |
|
|
2018
Q1 | $5.14M | Buy |
24,024
+310
| +1% | +$66.3K | 0.78% | 32 |
|
|
2017
Q4 | $5.23M | Buy |
23,714
+247
| +1% | +$54.5K | 0.77% | 32 |
|
|
2017
Q3 | $4.6M | Buy |
23,467
+540
| +2% | +$106K | 0.8% | 31 |
|
|
2017
Q2 | $4.25M | Buy |
22,927
+1,958
| +9% | +$363K | 0.7% | 33 |
|
|
2017
Q1 | $3.44M | Buy |
20,969
+5,757
| +38% | +$944K | 0.63% | 44 |
|
|
2016
Q4 | $2.44M | Buy |
15,212
+4,425
| +41% | +$708K | 0.51% | 56 |
|
|
2016
Q3 | $1.51M | Buy |
10,787
+121
| +1% | +$16.9K | 0.32% | 86 |
|
|
2016
Q2 | $1.51M | Buy |
10,666
+2,620
| +33% | +$370K | 0.34% | 83 |
|
|
2016
Q1 | $1.04M | Buy |
8,046
+5,717
| +245% | +$737K | 0.23% | 95 |
|
|
2015
Q4 | $274K | Buy |
2,329
+555
| +31% | +$65.3K | 0.06% | 175 |
|
|
2015
Q3 | $206K | Sell |
1,774
-1,895
| -52% | -$220K | 0.06% | 184 |
|
|
2015
Q2 | $448K | Buy |
3,669
+1,186
| +48% | +$145K | 0.11% | 134 |
|
|
2015
Q1 | $294K | Buy |
+2,483
| New | +$294K | 0.08% | 169 |
|