Advisor Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $23.8M | Buy |
46,427
+1,394
| +3% | +$716K | 1.68% | 4 |
|
|
2022
Q1 | $23M | Buy |
45,033
+1,216
| +3% | +$620K | 1.44% | 7 |
|
|
2021
Q4 | $22M | Sell |
43,817
-473
| -1% | -$238K | 1.33% | 8 |
|
|
2021
Q3 | $17.3M | Sell |
44,290
-1,714
| -4% | -$670K | 1.17% | 10 |
|
|
2021
Q2 | $18.4M | Buy |
46,004
+95
| +0.2% | +$38K | 1.21% | 10 |
|
|
2021
Q1 | $17.1M | Sell |
45,909
-1,774
| -4% | -$660K | 1.22% | 9 |
|
|
2020
Q4 | $16.7M | Buy |
47,683
+311
| +0.7% | +$109K | 1.26% | 8 |
|
|
2020
Q3 | $14.8M | Buy |
47,372
+1,526
| +3% | +$476K | 1.27% | 8 |
|
|
2020
Q2 | $13.5M | Buy |
45,846
+7,800
| +21% | +$2.3M | 1.26% | 10 |
|
|
2020
Q1 | $9.49M | Buy |
38,046
+2,925
| +8% | +$729K | 1.15% | 13 |
|
|
2019
Q4 | $10.4M | Buy |
35,121
+3,047
| +9% | +$903K | 1.08% | 14 |
|
|
2019
Q3 | $6.97M | Sell |
32,074
-495
| -2% | -$108K | 0.84% | 24 |
|
|
2019
Q2 | $7.95M | Buy |
32,569
+847
| +3% | +$207K | 0.97% | 15 |
|
|
2019
Q1 | $7.84M | Sell |
31,722
-171
| -0.5% | -$42.3K | 1.01% | 13 |
|
|
2018
Q4 | $7.95M | Buy |
31,893
+1,949
| +7% | +$486K | 1.27% | 7 |
|
|
2018
Q3 | $7.97M | Buy |
29,944
+773
| +3% | +$206K | 1.07% | 9 |
|
|
2018
Q2 | $7.16M | Buy |
29,171
+1,329
| +5% | +$326K | 1.21% | 8 |
|
|
2018
Q1 | $5.96M | Buy |
27,842
+723
| +3% | +$155K | 1.1% | 11 |
|
|
2017
Q4 | $6.6M | Buy |
27,119
+974
| +4% | +$237K | 1.18% | 10 |
|
|
2017
Q3 | $5.12M | Buy |
26,145
+1,075
| +4% | +$211K | 1.01% | 12 |
|
|
2017
Q2 | $4.65M | Buy |
25,070
+2,631
| +12% | +$488K | 1.09% | 12 |
|
|
2017
Q1 | $3.68M | Buy |
22,439
+406
| +2% | +$66.6K | 0.98% | 20 |
|
|
2016
Q4 | $3.53M | Buy |
22,033
+1,389
| +7% | +$222K | 1.06% | 18 |
|
|
2016
Q3 | $2.89M | Sell |
20,644
-667
| -3% | -$93.4K | 0.96% | 19 |
|
|
2016
Q2 | $3.01M | Buy |
21,311
+473
| +2% | +$66.8K | 1.05% | 17 |
|
|
2016
Q1 | $2.69M | Sell |
20,838
-3,050
| -13% | -$393K | 1% | 20 |
|
|
2015
Q4 | $2.81M | Buy |
23,888
+2,206
| +10% | +$260K | 0.96% | 21 |
|
|
2015
Q3 | $2.52M | Sell |
21,682
-319
| -1% | -$37K | 1.06% | 19 |
|
|
2015
Q2 | $2.62M | Buy |
22,001
+2,061
| +10% | +$246K | 1% | 16 |
|
|
2015
Q1 | $2.36M | Sell |
19,940
-210
| -1% | -$24.8K | 1% | 17 |
|
|
2014
Q4 | $2.02M | Buy |
20,150
+786
| +4% | +$78.7K | 0.89% | 25 |
|
|
2014
Q3 | $1.67M | Buy |
19,364
+335
| +2% | +$28.9K | 0.95% | 24 |
|
|
2014
Q2 | $1.56M | Buy |
19,029
+1,170
| +7% | +$95.7K | 0.77% | 32 |
|
|
2014
Q1 | $1.46M | Buy |
17,859
+232
| +1% | +$19K | 0.8% | 31 |
|
|
2013
Q4 | $1.33M | Buy |
17,627
+715
| +4% | +$53.8K | 0.76% | 32 |
|
|
2013
Q3 | $1.21M | Buy |
16,912
+758
| +5% | +$54.3K | 0.87% | 31 |
|
|
2013
Q2 | $1.06M | Buy |
+16,154
| New | +$1.06M | 0.87% | 32 |
|