Bingham Osborn & Scarborough’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,488
| Closed | -$582K | – | 130 |
|
|
2021
Q3 | $582K | Sell |
1,488
-253
| -15% | -$99K | 0.04% | 80 |
|
|
2021
Q2 | $697K | Buy |
1,741
+286
| +20% | +$114K | 0.05% | 68 |
|
|
2021
Q1 | $541K | Buy |
1,455
+172
| +13% | +$64K | 0.04% | 72 |
|
|
2020
Q4 | $450K | Sell |
1,283
-96
| -7% | -$33.7K | 0.04% | 72 |
|
|
2020
Q3 | $430K | Buy |
1,379
+54
| +4% | +$16.8K | 0.03% | 100 |
|
|
2020
Q2 | $391K | Buy |
1,325
+188
| +17% | +$55.5K | 0.03% | 102 |
|
|
2020
Q1 | $284K | Buy |
1,137
+105
| +10% | +$26.2K | 0.03% | 115 |
|
|
2019
Q4 | $303K | Sell |
1,032
-192
| -16% | -$56.4K | 0.02% | 124 |
|
|
2019
Q3 | $266K | Sell |
1,224
-62
| -5% | -$13.5K | 0.02% | 122 |
|
|
2019
Q2 | $314K | Buy |
1,286
+145
| +13% | +$35.4K | 0.03% | 109 |
|
|
2019
Q1 | $282K | Buy |
1,141
+22
| +2% | +$5.44K | 0.03% | 120 |
|
|
2018
Q4 | $279K | Sell |
1,119
-81
| -7% | -$20.2K | 0.03% | 109 |
|
|
2018
Q3 | $319K | Buy |
1,200
+11
| +0.9% | +$2.92K | 0.03% | 111 |
|
|
2018
Q2 | $292K | Sell |
1,189
-16
| -1% | -$3.93K | 0.03% | 115 |
|
|
2018
Q1 | $258K | Buy |
1,205
+189
| +19% | +$40.5K | 0.02% | 120 |
|
|
2017
Q4 | $224K | Buy |
+1,016
| New | +$224K | 0.02% | 118 |
|