Arbor 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 | $16.6M | Sell |
33,132
-666
| -2% | -$334K | 3.65% | 7 |
|
|
2021
Q3 | $13.2M | Buy |
33,798
+2,337
| +7% | +$913K | 3.11% | 11 |
|
|
2021
Q2 | $12.6M | Sell |
31,461
-482
| -2% | -$193K | 3.11% | 12 |
|
|
2021
Q1 | $11.9M | Sell |
31,943
-1,073
| -3% | -$399K | 3.51% | 10 |
|
|
2020
Q4 | $11.6M | Sell |
33,016
-1,775
| -5% | -$622K | 4.35% | 7 |
|
|
2020
Q3 | $10.8M | Sell |
34,791
-720
| -2% | -$224K | 4.31% | 7 |
|
|
2020
Q2 | $10.5M | Sell |
35,511
-561
| -2% | -$165K | 4.89% | 6 |
|
|
2020
Q1 | $9M | Buy |
36,072
+9,809
| +37% | +$2.45M | 5.72% | 5 |
|
|
2019
Q4 | $7.72M | Buy |
26,263
+10,290
| +64% | +$3.03M | 3.23% | 11 |
|
|
2019
Q3 | $3.47M | Buy |
+15,973
| New | +$3.47M | 1.79% | 26 |
|
|
2016
Q1 | – | Sell |
-6,788
| Closed | -$751K | – | 122 |
|
|
2015
Q4 | $751K | Buy |
+6,788
| New | +$751K | 0.82% | 34 |
|