BRWM
B. Riley Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $40.5K | Sell |
17,857
-2,748
| -13% | -$6.23K | 0.05% | 79 |
|
|
2022
Q1 | $10.5M | Sell |
20,605
-1,996
| -9% | -$1.02M | 0.81% | 27 |
|
|
2021
Q4 | $11.3M | Buy |
22,601
+811
| +4% | +$407K | 0.79% | 26 |
|
|
2021
Q3 | $8.51M | Buy |
21,790
+1,650
| +8% | +$645K | 0.65% | 36 |
|
|
2021
Q2 | $8.07M | Sell |
20,140
-81
| -0.4% | -$32.4K | 0.89% | 28 |
|
|
2021
Q1 | $7.52M | Buy |
20,221
+1,011
| +5% | +$376K | 0.88% | 31 |
|
|
2020
Q4 | $6.74M | Sell |
19,210
-1,998
| -9% | -$701K | 0.87% | 30 |
|
|
2020
Q3 | $6.61M | Buy |
21,208
+2,951
| +16% | +$920K | 0.78% | 34 |
|
|
2020
Q2 | $5.39M | Sell |
18,257
-2,191
| -11% | -$646K | 0.59% | 45 |
|
|
2020
Q1 | $5.1M | Buy |
20,448
+17,512
| +596% | +$4.37M | 0.54% | 50 |
|
|
2019
Q4 | $863K | Sell |
2,936
-6,233
| -68% | -$1.83M | 0.13% | 160 |
|
|
2019
Q3 | $1.99M | Sell |
9,169
-399
| -4% | -$86.7K | 0.35% | 70 |
|
|
2019
Q2 | $2.34K | Buy |
9,568
+254
| +3% | +$62 | 0.36% | 57 |
|
|
2019
Q1 | $2.3M | Buy |
9,314
+2,263
| +32% | +$560K | 0.4% | 57 |
|
|
2018
Q4 | $1.76M | Buy |
7,051
+5,366
| +318% | +$1.34M | 0.37% | 63 |
|
|
2018
Q3 | $448K | Buy |
+1,685
| New | +$448K | 0.11% | 158 |
|
|
2015
Q3 | – | Sell |
-883
| Closed | -$107K | – | 714 |
|
|
2015
Q2 | $107K | Buy |
883
+187
| +27% | +$22.7K | 0.09% | 262 |
|
|
2015
Q1 | $82K | Buy |
696
+221
| +47% | +$26K | 0.06% | 327 |
|
|
2014
Q4 | $48K | Sell |
475
-100
| -17% | -$10.1K | 0.04% | 404 |
|
|
2014
Q3 | $49K | Sell |
575
-100
| -15% | -$8.52K | 0.04% | 415 |
|
|
2014
Q2 | $55K | Sell |
675
-40
| -6% | -$3.26K | 0.04% | 449 |
|
|
2014
Q1 | $59K | Buy |
+715
| New | +$59K | 0.04% | 414 |
|