BHK Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,088
| Closed | -$636K | – | 62 |
|
|
2024
Q3 | $636K | Buy |
1,088
+1
| +0.1% | +$585 | 0.24% | 36 |
|
|
2024
Q2 | $554K | Buy |
1,087
+53
| +5% | +$27K | 0.22% | 39 |
|
|
2024
Q1 | $512K | Buy |
1,034
+403
| +64% | +$199K | 0.2% | 44 |
|
|
2023
Q4 | $332K | Sell |
631
-333
| -35% | -$175K | 0.19% | 39 |
|
|
2023
Q3 | $486K | Sell |
964
-85
| -8% | -$42.9K | 0.22% | 37 |
|
|
2023
Q2 | $504K | Buy |
1,049
+88
| +9% | +$42.3K | 0.22% | 40 |
|
|
2023
Q1 | $454K | Buy |
961
+110
| +13% | +$52K | 0.2% | 44 |
|
|
2022
Q4 | $451K | Sell |
851
-85
| -9% | -$45.1K | 0.25% | 35 |
|
|
2022
Q3 | $473K | Buy |
936
+10
| +1% | +$5.05K | 0.24% | 35 |
|
|
2022
Q2 | $475K | Buy |
926
+95
| +11% | +$48.7K | 0.21% | 39 |
|
|
2022
Q1 | $424K | Buy |
831
+1
| +0.1% | +$510 | 0.18% | 42 |
|
|
2021
Q4 | $417K | Buy |
830
+20
| +2% | +$10K | 0.16% | 46 |
|
|
2021
Q3 | $317K | Hold |
810
| – | – | 0.13% | 57 |
|
|
2021
Q2 | $324K | Buy |
810
+75
| +10% | +$30K | 0.13% | 56 |
|
|
2021
Q1 | $258K | Hold |
735
| – | – | 0.12% | 59 |
|
|
2020
Q4 | $258K | Buy |
735
+10
| +1% | +$3.51K | 0.12% | 57 |
|
|
2020
Q3 | $226K | Buy |
+725
| New | +$226K | 0.13% | 57 |
|