Aevitas Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.23M | Buy |
2,323
+3
| +0.1% | +$1.59K | 0.73% | 36 |
|
|
2022
Q3 | $1.17M | Buy |
2,320
+3
| +0.1% | +$1.52K | 0.88% | 38 |
|
|
2022
Q2 | $1.19M | Sell |
2,317
-78
| -3% | -$40.1K | 0.81% | 40 |
|
|
2022
Q1 | $1.22M | Sell |
2,395
-4
| -0.2% | -$2.04K | 0.75% | 39 |
|
|
2021
Q4 | $1.21M | Sell |
2,399
-157
| -6% | -$78.9K | 0.72% | 40 |
|
|
2021
Q3 | $999K | Buy |
2,556
+300
| +13% | +$117K | 0.64% | 45 |
|
|
2021
Q2 | $903K | Sell |
2,256
-16
| -0.7% | -$6.4K | 0.58% | 50 |
|
|
2021
Q1 | $845K | Buy |
2,272
+56
| +3% | +$20.8K | 0.59% | 49 |
|
|
2020
Q4 | $777K | Sell |
2,216
-64
| -3% | -$22.4K | 0.57% | 51 |
|
|
2020
Q3 | $711K | Buy |
2,280
+354
| +18% | +$110K | 0.59% | 48 |
|
|
2020
Q2 | $568K | Buy |
1,926
+514
| +36% | +$152K | 0.52% | 55 |
|
|
2020
Q1 | $352K | Buy |
1,412
+491
| +53% | +$122K | 0.39% | 69 |
|
|
2019
Q4 | $271K | Buy |
+921
| New | +$271K | 0.25% | 94 |
|
|
2019
Q2 | – | Sell |
-566
| Closed | -$140K | – | 324 |
|
|
2019
Q1 | $140K | Buy |
566
+1
| +0.2% | +$247 | 0.12% | 122 |
|
|
2018
Q4 | $141K | Buy |
565
+1
| +0.2% | +$250 | 0.14% | 117 |
|
|
2018
Q3 | $150K | Buy |
564
+101
| +22% | +$26.9K | 0.14% | 117 |
|
|
2018
Q2 | $114K | Hold |
463
| – | – | 0.11% | 130 |
|
|
2018
Q1 | $99K | Buy |
463
+1
| +0.2% | +$214 | 0.1% | 134 |
|
|
2017
Q4 | $102K | Buy |
+462
| New | +$102K | 0.1% | 135 |
|