Annapolis Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $74.7K | Buy |
128
+8
| +7% | +$4.67K | 0.02% | 131 |
|
|
2024
Q2 | $61.1K | Hold |
120
| – | – | 0.02% | 139 |
|
|
2024
Q1 | $59.4K | Buy |
120
+44
| +58% | +$21.8K | 0.02% | 135 |
|
|
2023
Q4 | $40K | Sell |
76
-3
| -4% | -$1.58K | 0.01% | 219 |
|
|
2023
Q3 | $39.8K | Buy |
79
+22
| +39% | +$11.1K | 0.01% | 206 |
|
|
2023
Q2 | $27.4K | Buy |
57
+3
| +6% | +$1.44K | 0.01% | 238 |
|
|
2023
Q1 | $25.5K | Sell |
54
-1
| -2% | -$473 | 0.01% | 228 |
|
|
2022
Q4 | $29.2K | Sell |
55
-44
| -44% | -$23.3K | 0.01% | 213 |
|
|
2022
Q3 | $50K | Buy |
99
+41
| +71% | +$20.7K | 0.02% | 175 |
|
|
2022
Q2 | $30K | Buy |
58
+1
| +2% | +$517 | 0.01% | 216 |
|
|
2022
Q1 | $29K | Hold |
57
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $28K | Sell |
57
-33
| -37% | -$16.2K | 0.01% | 240 |
|
|
2021
Q3 | $35K | Buy |
90
+33
| +58% | +$12.8K | 0.01% | 199 |
|
|
2021
Q2 | $23K | Sell |
57
-421
| -88% | -$170K | 0.01% | 213 |
|
|
2021
Q1 | $178K | Buy |
478
+1
| +0.2% | +$372 | 0.07% | 96 |
|
|
2020
Q4 | $167K | Buy |
+477
| New | +$167K | 0.06% | 95 |
|