Altium 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
Q2 | $8.09M | Buy |
15,758
+1,090
| +7% | +$560K | 0.58% | 28 |
|
|
2022
Q1 | $7.48M | Buy |
14,668
+587
| +4% | +$299K | 0.48% | 32 |
|
|
2021
Q4 | $7.07M | Buy |
14,081
+839
| +6% | +$421K | 0.46% | 31 |
|
|
2021
Q3 | $5.17M | Buy |
13,242
+103
| +0.8% | +$40.2K | 0.37% | 32 |
|
|
2021
Q2 | $5.26M | Buy |
13,139
+101
| +0.8% | +$40.4K | 0.39% | 32 |
|
|
2021
Q1 | $4.85M | Buy |
13,038
+133
| +1% | +$49.5K | 0.39% | 32 |
|
|
2020
Q4 | $4.53M | Buy |
12,905
+784
| +6% | +$275K | 0.4% | 31 |
|
|
2020
Q3 | $3.78M | Buy |
12,121
+401
| +3% | +$125K | 0.39% | 33 |
|
|
2020
Q2 | $3.46M | Buy |
11,720
+284
| +2% | +$83.8K | 0.39% | 33 |
|
|
2020
Q1 | $2.85M | Buy |
11,436
+3,645
| +47% | +$909K | 0.39% | 31 |
|
|
2019
Q4 | $2.29M | Buy |
7,791
+557
| +8% | +$164K | 0.27% | 50 |
|
|
2019
Q3 | $1.57M | Buy |
7,234
+939
| +15% | +$204K | 0.21% | 63 |
|
|
2019
Q2 | $1.54M | Sell |
6,295
-714
| -10% | -$174K | 0.22% | 59 |
|
|
2019
Q1 | $1.73M | Buy |
7,009
+736
| +12% | +$182K | 0.28% | 54 |
|
|
2018
Q4 | $1.56M | Buy |
6,273
+810
| +15% | +$202K | 0.3% | 50 |
|
|
2018
Q3 | $1.45M | Buy |
5,463
+990
| +22% | +$263K | 0.28% | 56 |
|
|
2018
Q2 | $1.1M | Buy |
4,473
+2,953
| +194% | +$724K | 0.29% | 62 |
|
|
2018
Q1 | $325K | Buy |
1,520
+78
| +5% | +$16.7K | 0.13% | 117 |
|
|
2017
Q4 | $318K | Buy |
+1,442
| New | +$318K | 0.15% | 112 |
|