Barnett & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-30
| Closed | -$15K | – | 251 |
|
|
2021
Q4 | $15K | Buy |
+30
| New | +$15K | 0.01% | 172 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$8K | – | 247 |
|
|
2021
Q2 | $8K | Hold |
20
| – | – | 0.01% | 202 |
|
|
2021
Q1 | $7K | Hold |
20
| – | – | ﹤0.01% | 253 |
|
|
2020
Q4 | $7K | Hold |
20
| – | – | ﹤0.01% | 251 |
|
|
2020
Q3 | $6K | Sell |
20
-75
| -79% | -$22.5K | ﹤0.01% | 255 |
|
|
2020
Q2 | $28K | Hold |
95
| – | – | 0.02% | 164 |
|
|
2020
Q1 | $24K | Sell |
95
-21
| -18% | -$5.31K | 0.02% | 177 |
|
|
2019
Q4 | $34K | Buy |
116
+20
| +21% | +$5.86K | 0.02% | 200 |
|
|
2019
Q3 | $21K | Buy |
96
+21
| +28% | +$4.59K | 0.01% | 220 |
|
|
2019
Q2 | $18K | Buy |
+75
| New | +$18K | 0.01% | 220 |
|