Benjamin F. Edwards & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $19.9M | Buy |
39,031
+1,770
| +5% | +$901K | 0.35% | 82 |
|
|
2024
Q1 | $18.4M | Sell |
37,261
-1,225
| -3% | -$606K | 0.33% | 85 |
|
|
2023
Q4 | $20.3M | Buy |
38,486
+7,594
| +25% | +$4M | 0.41% | 73 |
|
|
2023
Q3 | $15.6M | Buy |
30,892
+2,147
| +7% | +$1.08M | 0.6% | 29 |
|
|
2023
Q2 | $13.8M | Sell |
28,745
-2,855
| -9% | -$1.37M | 0.53% | 39 |
|
|
2023
Q1 | $14.9M | Sell |
31,600
-107
| -0.3% | -$50.6K | 0.63% | 27 |
|
|
2022
Q4 | $16.8M | Buy |
31,707
+723
| +2% | +$383K | 0.76% | 23 |
|
|
2022
Q3 | $15.6M | Sell |
30,984
-1,332
| -4% | -$673K | 0.78% | 23 |
|
|
2022
Q2 | $16.6M | Buy |
32,316
+2,638
| +9% | +$1.35M | 0.8% | 22 |
|
|
2022
Q1 | $15.1M | Buy |
29,678
+1,347
| +5% | +$687K | 0.68% | 29 |
|
|
2021
Q4 | $14.2M | Buy |
28,331
+6,620
| +30% | +$3.32M | 0.63% | 34 |
|
|
2021
Q3 | $8.48M | Buy |
21,711
+86
| +0.4% | +$33.6K | 0.43% | 55 |
|
|
2021
Q2 | $8.66M | Buy |
21,625
+306
| +1% | +$123K | 0.44% | 55 |
|
|
2021
Q1 | $7.93M | Buy |
21,319
+4,248
| +25% | +$1.58M | 0.43% | 57 |
|
|
2020
Q4 | $5.99M | Buy |
17,071
+1,145
| +7% | +$401K | 0.36% | 62 |
|
|
2020
Q3 | $4.97M | Buy |
15,926
+879
| +6% | +$274K | 0.33% | 70 |
|
|
2020
Q2 | $4.44M | Buy |
15,047
+44
| +0.3% | +$13K | 0.32% | 74 |
|
|
2020
Q1 | $3.74M | Sell |
15,003
-281
| -2% | -$70.1K | 0.32% | 79 |
|
|
2019
Q4 | $4.49M | Buy |
15,284
+505
| +3% | +$148K | 0.32% | 79 |
|
|
2019
Q3 | $3.21M | Buy |
14,779
+8,636
| +141% | +$1.88M | 0.25% | 103 |
|
|
2019
Q2 | $1.5M | Buy |
6,143
+1,885
| +44% | +$460K | 0.13% | 186 |
|
|
2019
Q1 | $1.05M | Buy |
4,258
+79
| +2% | +$19.5K | 0.1% | 226 |
|
|
2018
Q4 | $1.04M | Buy |
4,179
+2,199
| +111% | +$548K | 0.11% | 200 |
|
|
2018
Q3 | $527K | Sell |
1,980
-29
| -1% | -$7.72K | 0.05% | 316 |
|
|
2018
Q2 | $493K | Sell |
2,009
-35
| -2% | -$8.59K | 0.05% | 328 |
|
|
2018
Q1 | $437K | Buy |
2,044
+409
| +25% | +$87.4K | 0.04% | 341 |
|
|
2017
Q4 | $360K | Buy |
1,635
+56
| +4% | +$12.3K | 0.04% | 367 |
|
|
2017
Q3 | $309K | Buy |
1,579
+6
| +0.4% | +$1.17K | 0.04% | 355 |
|
|
2017
Q2 | $292K | Sell |
1,573
-69
| -4% | -$12.8K | 0.04% | 353 |
|
|
2017
Q1 | $269K | Buy |
1,642
+263
| +19% | +$43.1K | 0.04% | 359 |
|
|
2016
Q4 | $221K | Buy |
1,379
+783
| +131% | +$125K | 0.04% | 348 |
|
|
2016
Q3 | $83K | Sell |
596
-486
| -45% | -$67.7K | 0.01% | 461 |
|
|
2016
Q2 | $153K | Buy |
1,082
+518
| +92% | +$73.2K | 0.03% | 346 |
|
|
2016
Q1 | $73K | Sell |
564
-262
| -32% | -$33.9K | 0.02% | 440 |
|
|
2015
Q4 | $97K | Sell |
826
-1,098
| -57% | -$129K | 0.02% | 406 |
|
|
2015
Q3 | $223K | Buy |
1,924
+98
| +5% | +$11.4K | 0.05% | 290 |
|
|
2015
Q2 | $223K | Sell |
1,826
-59
| -3% | -$7.21K | 0.04% | 323 |
|
|
2015
Q1 | $223K | Buy |
1,885
+923
| +96% | +$109K | 0.05% | 321 |
|
|
2014
Q4 | $97K | Buy |
962
+712
| +285% | +$71.8K | 0.02% | 392 |
|
|
2014
Q3 | $22K | Hold |
250
| – | – | 0.01% | 636 |
|
|
2014
Q2 | $20K | Sell |
250
-150
| -38% | -$12K | 0.01% | 612 |
|
|
2014
Q1 | $33K | Hold |
400
| – | – | 0.01% | 502 |
|
|
2013
Q4 | $30K | Hold |
400
| – | – | 0.01% | 490 |
|
|
2013
Q3 | $29K | Hold |
400
| – | – | 0.01% | 463 |
|
|
2013
Q2 | $26K | Buy |
+400
| New | +$26K | 0.01% | 437 |
|