BDO Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.32M | Buy |
4,822
+922
| +24% | +$443K | 0.27% | 82 |
|
|
2023
Q1 | $1.84M | Sell |
3,900
-20
| -0.5% | -$9.45K | 0.23% | 90 |
|
|
2022
Q4 | $2.08M | Sell |
3,920
-80
| -2% | -$42.4K | 0.26% | 83 |
|
|
2022
Q3 | $2.02M | Hold |
4,000
| – | – | 0.27% | 79 |
|
|
2022
Q2 | $2.06M | Sell |
4,000
-1
| -0% | -$514 | 0.25% | 80 |
|
|
2022
Q1 | $2.04M | Sell |
4,001
-15
| -0.4% | -$7.65K | 0.22% | 87 |
|
|
2021
Q4 | $2.02M | Buy |
4,016
+28
| +0.7% | +$14.1K | 0.21% | 84 |
|
|
2021
Q3 | $1.56M | Hold |
3,988
| – | – | 0.17% | 102 |
|
|
2021
Q2 | $1.6M | Sell |
3,988
-562
| -12% | -$225K | 0.18% | 99 |
|
|
2021
Q1 | $1.69M | Buy |
4,550
+519
| +13% | +$193K | 0.2% | 91 |
|
|
2020
Q4 | $1.41M | Buy |
4,031
+106
| +3% | +$37.2K | 0.2% | 85 |
|
|
2020
Q3 | $1.22M | Buy |
3,925
+24
| +0.6% | +$7.48K | 0.2% | 82 |
|
|
2020
Q2 | $1.15M | Hold |
3,901
| – | – | 0.2% | 83 |
|
|
2020
Q1 | $973K | Buy |
3,901
+3,692
| +1,767% | +$921K | 0.2% | 86 |
|
|
2019
Q4 | $61K | Sell |
209
-135
| -39% | -$39.4K | 0.02% | 283 |
|
|
2019
Q3 | $75K | Buy |
344
+5
| +1% | +$1.09K | 0.02% | 272 |
|
|
2019
Q2 | $83K | Buy |
339
+9
| +3% | +$2.2K | 0.02% | 260 |
|
|
2019
Q1 | $82K | Sell |
330
-500
| -60% | -$124K | 0.02% | 236 |
|
|
2018
Q4 | $207K | Sell |
830
-75
| -8% | -$18.7K | 0.07% | 144 |
|
|
2018
Q3 | $241K | Hold |
905
| – | – | 0.08% | 141 |
|
|
2018
Q2 | $222K | Buy |
905
+400
| +79% | +$98.1K | 0.08% | 149 |
|
|
2018
Q1 | $108K | Sell |
505
-100
| -17% | -$21.4K | 0.04% | 181 |
|
|
2017
Q4 | $133K | Hold |
605
| – | – | 0.06% | 135 |
|
|
2017
Q3 | $118K | Sell |
605
-50
| -8% | -$9.75K | 0.06% | 130 |
|
|
2017
Q2 | $121K | Buy |
+655
| New | +$121K | 0.05% | 155 |
|