Barber Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $429K | Sell |
908
-48
| -5% | -$22.7K | 0.08% | 85 |
|
|
2022
Q4 | $507K | Buy |
956
+10
| +1% | +$5.3K | 0.14% | 68 |
|
|
2022
Q3 | $478K | Buy |
946
+20
| +2% | +$10.1K | 0.14% | 68 |
|
|
2022
Q2 | $476K | Buy |
926
+50
| +6% | +$25.7K | 0.08% | 73 |
|
|
2022
Q1 | $447K | Buy |
876
+11
| +1% | +$5.61K | 0.06% | 85 |
|
|
2021
Q4 | $434K | Sell |
865
-45
| -5% | -$22.6K | 0.05% | 96 |
|
|
2021
Q3 | $356K | Buy |
910
+11
| +1% | +$4.3K | 0.05% | 110 |
|
|
2021
Q2 | $360K | Buy |
899
+13
| +1% | +$5.21K | 0.05% | 106 |
|
|
2021
Q1 | $330K | Buy |
886
+115
| +15% | +$42.8K | 0.05% | 105 |
|
|
2020
Q4 | $270K | Buy |
771
+1
| +0.1% | +$350 | 0.05% | 111 |
|
|
2020
Q3 | $240K | Buy |
770
+1
| +0.1% | +$312 | 0.05% | 110 |
|
|
2020
Q2 | $227K | Buy |
+769
| New | +$227K | 0.05% | 106 |
|
|
2020
Q1 | – | Sell |
-840
| Closed | -$247K | – | 159 |
|
|
2019
Q4 | $247K | Buy |
+840
| New | +$247K | 0.05% | 128 |
|
|
2019
Q3 | – | Sell |
-822
| Closed | -$201K | – | 154 |
|
|
2019
Q2 | $201K | Buy |
822
+1
| +0.1% | +$245 | 0.05% | 135 |
|
|
2019
Q1 | $203K | Buy |
+821
| New | +$203K | 0.04% | 126 |
|
|
2018
Q4 | – | Sell |
-800
| Closed | -$213K | – | 147 |
|
|
2018
Q3 | $213K | Sell |
800
-94
| -11% | -$25K | 0.05% | 123 |
|
|
2018
Q2 | $219K | Buy |
+894
| New | +$219K | 0.06% | 107 |
|
|
2018
Q1 | – | Sell |
-921
| Closed | -$203K | – | 145 |
|
|
2017
Q4 | $203K | Sell |
921
-164
| -15% | -$36.1K | 0.05% | 115 |
|
|
2017
Q3 | $212K | Sell |
1,085
-561
| -34% | -$110K | 0.06% | 98 |
|
|
2017
Q2 | $305K | Sell |
1,646
-31
| -2% | -$5.74K | 0.1% | 64 |
|
|
2017
Q1 | $275K | Buy |
1,677
+188
| +13% | +$30.8K | 0.09% | 66 |
|
|
2016
Q4 | $238K | Buy |
+1,489
| New | +$238K | 0.09% | 67 |
|