Bank of the West’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $15.6M | Sell |
29,504
-905
| -3% | -$480K | 1.84% | 11 |
|
|
2022
Q3 | $15.4M | Sell |
30,409
-751
| -2% | -$379K | 2% | 8 |
|
|
2022
Q2 | $16M | Sell |
31,160
-346
| -1% | -$178K | 2.03% | 6 |
|
|
2022
Q1 | $16.1M | Sell |
31,506
-1,270
| -4% | -$648K | 1.66% | 9 |
|
|
2021
Q4 | $16.5M | Sell |
32,776
-425
| -1% | -$213K | 1.56% | 12 |
|
|
2021
Q3 | $13M | Buy |
33,201
+656
| +2% | +$256K | 1.36% | 15 |
|
|
2021
Q2 | $13M | Sell |
32,545
-5,992
| -16% | -$2.4M | 1.33% | 16 |
|
|
2021
Q1 | $14.3M | Sell |
38,537
-7,319
| -16% | -$2.72M | 1.61% | 12 |
|
|
2020
Q4 | $16.1M | Buy |
45,856
+739
| +2% | +$259K | 1.88% | 10 |
|
|
2020
Q3 | $14.1M | Sell |
45,117
-3,332
| -7% | -$1.04M | 1.89% | 10 |
|
|
2020
Q2 | $14.3M | Sell |
48,449
-1,558
| -3% | -$460K | 1.93% | 10 |
|
|
2020
Q1 | $12.5M | Sell |
50,007
-784
| -2% | -$196K | 1.94% | 10 |
|
|
2019
Q4 | $14.9M | Buy |
50,791
+4,241
| +9% | +$1.25M | 1.75% | 11 |
|
|
2019
Q3 | $10.1M | Buy |
46,550
+3,133
| +7% | +$681K | 1.22% | 17 |
|
|
2019
Q2 | $10.6M | Buy |
43,417
+1,053
| +2% | +$257K | 1.24% | 15 |
|
|
2019
Q1 | $10.5M | Sell |
42,364
-645
| -1% | -$159K | 1.22% | 20 |
|
|
2018
Q4 | $10.7M | Sell |
43,009
-1,331
| -3% | -$332K | 1.29% | 16 |
|
|
2018
Q3 | $11.8M | Sell |
44,340
-353
| -0.8% | -$93.9K | 1.38% | 11 |
|
|
2018
Q2 | $11M | Buy |
44,693
+588
| +1% | +$144K | 1.35% | 11 |
|
|
2018
Q1 | $9.44M | Buy |
44,105
+759
| +2% | +$162K | 1.18% | 16 |
|
|
2017
Q4 | $9.56M | Buy |
43,346
+2,528
| +6% | +$557K | 1.2% | 13 |
|
|
2017
Q3 | $7.99M | Sell |
40,818
-327
| -0.8% | -$64K | 1.01% | 23 |
|
|
2017
Q2 | $7.63M | Buy |
41,145
+7,192
| +21% | +$1.33M | 0.98% | 25 |
|
|
2017
Q1 | $5.57M | Sell |
33,953
-278
| -0.8% | -$45.6K | 0.7% | 45 |
|
|
2016
Q4 | $5.48M | Buy |
34,231
+3,197
| +10% | +$512K | 0.76% | 40 |
|
|
2016
Q3 | $4.35M | Buy |
31,034
+12,900
| +71% | +$1.81M | 0.6% | 53 |
|
|
2016
Q2 | $2.56M | Sell |
18,134
-13,795
| -43% | -$1.95M | 0.36% | 79 |
|
|
2016
Q1 | $4.12M | Buy |
31,929
+419
| +1% | +$54K | 0.57% | 53 |
|
|
2015
Q4 | $3.71M | Buy |
31,510
+12,101
| +62% | +$1.42M | 0.52% | 62 |
|
|
2015
Q3 | $2.25M | Buy |
19,409
+3,242
| +20% | +$376K | 0.36% | 83 |
|
|
2015
Q2 | $1.97M | Buy |
16,167
+13,918
| +619% | +$1.7M | 0.28% | 104 |
|
|
2015
Q1 | $266K | Buy |
2,249
+150
| +7% | +$17.7K | 0.04% | 250 |
|
|
2014
Q4 | $212K | Buy |
+2,099
| New | +$212K | 0.03% | 276 |
|