Altavista Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.21M | Sell |
4,401
-10
| -0.2% | -$5.02K | 0.45% | 45 |
|
|
2021
Q3 | $1.72M | Sell |
4,411
-761
| -15% | -$297K | 0.38% | 53 |
|
|
2021
Q2 | $2.07M | Sell |
5,172
-72
| -1% | -$28.8K | 0.45% | 46 |
|
|
2021
Q1 | $1.95M | Sell |
5,244
-120
| -2% | -$44.6K | 0.48% | 47 |
|
|
2020
Q4 | $1.88M | Sell |
5,364
-767
| -13% | -$269K | 0.48% | 47 |
|
|
2020
Q3 | $1.91M | Sell |
6,131
-783
| -11% | -$244K | 0.53% | 42 |
|
|
2020
Q2 | $2.04M | Sell |
6,914
-166
| -2% | -$49K | 0.59% | 44 |
|
|
2020
Q1 | $1.77M | Sell |
7,080
-1,232
| -15% | -$307K | 0.6% | 39 |
|
|
2019
Q4 | $2.44M | Sell |
8,312
-495
| -6% | -$146K | 0.73% | 37 |
|
|
2019
Q3 | $1.91M | Sell |
8,807
-427
| -5% | -$92.8K | 0.6% | 42 |
|
|
2019
Q2 | $2.25M | Sell |
9,234
-391
| -4% | -$95.4K | 0.72% | 39 |
|
|
2019
Q1 | $2.38M | Sell |
9,625
-736
| -7% | -$182K | 0.84% | 37 |
|
|
2018
Q4 | $2.58M | Sell |
10,361
-80
| -0.8% | -$19.9K | 1.05% | 33 |
|
|
2018
Q3 | $2.78M | Sell |
10,441
-535
| -5% | -$142K | 1.03% | 31 |
|
|
2018
Q2 | $2.69M | Sell |
10,976
-773
| -7% | -$190K | 1.08% | 31 |
|
|
2018
Q1 | $2.51M | Sell |
11,749
-871
| -7% | -$186K | 1.06% | 30 |
|
|
2017
Q4 | $2.78M | Sell |
12,620
-1,608
| -11% | -$354K | 1.18% | 26 |
|
|
2017
Q3 | $2.79M | Sell |
14,228
-4,159
| -23% | -$815K | 1.32% | 26 |
|
|
2017
Q2 | $3.41M | Sell |
18,387
-984
| -5% | -$182K | 1.7% | 22 |
|
|
2017
Q1 | $3.18M | Sell |
19,371
-1,372
| -7% | -$225K | 1.59% | 24 |
|
|
2016
Q4 | $3.32M | Sell |
20,743
-1,003
| -5% | -$161K | 1.8% | 21 |
|
|
2016
Q3 | $3.04M | Sell |
21,746
-297
| -1% | -$41.6K | 1.66% | 23 |
|
|
2016
Q2 | $3.11M | Buy |
22,043
+2,599
| +13% | +$367K | 1.72% | 21 |
|
|
2016
Q1 | $2.51M | Buy |
19,444
+905
| +5% | +$117K | 1.41% | 29 |
|
|
2015
Q4 | $2.18M | Buy |
18,539
+1,102
| +6% | +$130K | 1.29% | 30 |
|
|
2015
Q3 | $2.02M | Buy |
17,437
+314
| +2% | +$36.4K | 1.33% | 29 |
|
|
2015
Q2 | $2.09M | Sell |
17,123
-596
| -3% | -$72.7K | 1.28% | 35 |
|
|
2015
Q1 | $2.1M | Sell |
17,719
-121
| -0.7% | -$14.3K | 1.29% | 32 |
|
|
2014
Q4 | $1.8M | Sell |
17,840
-962
| -5% | -$97K | 1.11% | 34 |
|
|
2014
Q3 | $1.62M | Buy |
18,802
+160
| +0.9% | +$13.8K | 1.04% | 35 |
|
|
2014
Q2 | $1.52M | Buy |
18,642
+1,607
| +9% | +$131K | 0.95% | 37 |
|
|
2014
Q1 | $1.4M | Sell |
17,035
-4,731
| -22% | -$388K | 0.85% | 39 |
|
|
2013
Q4 | $1.64M | Sell |
21,766
-785
| -3% | -$59.1K | 1% | 34 |
|
|
2013
Q3 | $1.62M | Sell |
22,551
-1,125
| -5% | -$80.6K | 1.05% | 35 |
|
|
2013
Q2 | $1.55M | Buy |
+23,676
| New | +$1.55M | 1.04% | 34 |
|