Andesa Financial Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $274K | Buy |
3,317
+660
| +25% | +$54.4K | 0.14% | 105 |
|
|
2022
Q4 | $1.41M | Sell |
2,657
-502
| -16% | -$266K | 0.77% | 48 |
|
|
2022
Q3 | $1.6M | Buy |
3,159
+610
| +24% | +$309K | 0.56% | 51 |
|
|
2022
Q2 | $1.31M | Buy |
2,549
+126
| +5% | +$64.7K | 0.83% | 42 |
|
|
2022
Q1 | $1.24M | Buy |
2,423
+127
| +6% | +$64.9K | 0.67% | 47 |
|
|
2021
Q4 | $1.15M | Buy |
2,296
+120
| +6% | +$60.3K | 0.57% | 52 |
|
|
2021
Q3 | $848K | Buy |
2,176
+11
| +0.5% | +$4.29K | 0.46% | 58 |
|
|
2021
Q2 | $866K | Sell |
2,165
-87
| -4% | -$34.8K | 0.26% | 71 |
|
|
2021
Q1 | $838K | Buy |
2,252
+708
| +46% | +$263K | 0.27% | 69 |
|
|
2020
Q4 | $541K | Sell |
1,544
-1,191
| -44% | -$417K | 0.35% | 68 |
|
|
2020
Q3 | $853K | Buy |
2,735
+984
| +56% | +$307K | 0.35% | 62 |
|
|
2020
Q2 | $513K | Buy |
1,751
+367
| +27% | +$108K | 0.46% | 57 |
|
|
2020
Q1 | $341K | Sell |
1,384
-376
| -21% | -$92.6K | 0.38% | 60 |
|
|
2019
Q4 | $518K | Sell |
1,760
-116
| -6% | -$34.1K | 0.45% | 55 |
|
|
2019
Q3 | $409K | Sell |
1,876
-196
| -9% | -$42.7K | 0.4% | 62 |
|
|
2019
Q2 | $504K | Sell |
2,072
-2,040
| -50% | -$496K | 0.48% | 53 |
|
|
2019
Q1 | $1.01M | Buy |
4,112
+3,078
| +298% | +$758K | 0.5% | 43 |
|
|
2018
Q4 | $258K | Buy |
+1,034
| New | +$258K | 0.31% | 79 |
|