AGF Investments LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-236
| Closed | -$121K | – | 402 |
|
|
2022
Q2 | $121K | Sell |
236
-532
| -69% | -$273K | 0.01% | 252 |
|
|
2022
Q1 | $392K | Buy |
768
+488
| +174% | +$249K | 0.03% | 262 |
|
|
2021
Q4 | $141K | Sell |
280
-2,427
| -90% | -$1.22M | 0.01% | 307 |
|
|
2021
Q3 | $1.06M | Buy |
2,707
+866
| +47% | +$338K | 0.1% | 26 |
|
|
2021
Q2 | $737K | Buy |
1,841
+1,701
| +1,215% | +$681K | 0.08% | 64 |
|
|
2021
Q1 | $52K | Sell |
140
-63
| -31% | -$23.4K | 0.01% | 319 |
|
|
2020
Q4 | $71K | Buy |
+203
| New | +$71K | 0.01% | 316 |
|
|
2020
Q2 | – | Sell |
-2,774
| Closed | -$692K | – | 701 |
|
|
2020
Q1 | $692K | Sell |
2,774
-997
| -26% | -$249K | 0.09% | 185 |
|
|
2019
Q4 | $1.11M | Sell |
3,771
-161
| -4% | -$47.3K | 0.21% | 135 |
|
|
2019
Q3 | $855K | Sell |
3,932
-1,041
| -21% | -$226K | 0.2% | 123 |
|
|
2019
Q2 | $1.21M | Sell |
4,973
-7,278
| -59% | -$1.78M | 0.25% | 114 |
|
|
2019
Q1 | $3.03M | Buy |
12,251
+2,407
| +24% | +$595K | 0.68% | 47 |
|
|
2018
Q4 | $2.45M | Sell |
9,844
-430
| -4% | -$107K | 0.34% | 72 |
|
|
2018
Q3 | $2.73M | Sell |
10,274
-738
| -7% | -$196K | 0.35% | 72 |
|
|
2018
Q2 | $2.7K | Buy |
11,012
+6,034
| +121% | +$1.48K | 0.31% | 82 |
|
|
2018
Q1 | $1.07M | Buy |
+4,978
| New | +$1.07M | 0.18% | 107 |
|
|
2017
Q4 | – | Sell |
-50
| Closed | -$10K | – | 820 |
|
|
2017
Q3 | $10K | Sell |
50
-6
| -11% | -$1.2K | ﹤0.01% | 572 |
|
|
2017
Q2 | $10K | Sell |
56
-6
| -10% | -$1.07K | ﹤0.01% | 547 |
|
|
2017
Q1 | $11K | Hold |
62
| – | – | ﹤0.01% | 462 |
|
|
2016
Q4 | $11K | Buy |
+62
| New | +$11K | ﹤0.01% | 539 |
|